Integrate Magento 2.X with Freshworks CRM

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and Freshworks CRM

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About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best Magento 2.X and Freshworks CRM Integrations

  • Magento 2.X Integration Freshworks CRM Integration

    Magento 2.X + Freshworks CRM

    Create Contact to Freshworks CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Magento 2.X Integration Freshworks CRM Integration

    Magento 2.X + Freshworks CRM

    Create Note to Freshworks CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Magento 2.X Integration Freshworks CRM Integration

    Magento 2.X + Freshworks CRM

    Create Account to Freshworks CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Magento 2.X Integration Freshworks CRM Integration

    Magento 2.X + Freshworks CRM

    Add Appointment in Freshworks CRM when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Magento 2.X Integration Freshworks CRM Integration

    Magento 2.X + Freshworks CRM

    Create Task to Freshworks CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + Freshworks CRM in easier way

It's easy to connect Magento 2.X + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Magento 2.X & Freshworks CRM Integrations Work

  1. Step 1: Choose Magento 2.X as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Magento 2.X to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Magento 2.X and Freshworks CRM

Magento 2.X is a powerful eCommerce platform to build and manage online stores. It has been up-to-date with the latest trends in eCommerce. Magento 2.X has made it easier for users to create and manage webpages and online stores of any complexity. The platform is available in the open source format along with a rich set of features (https://www.magentocommerce.com/resources/magento-2-features. It is a reliable and scalable eCommerce spution.

Freshworks CRM is a powerful customer relationship management software that allows users to communicate with and manage customers effectively. It is a cloud-based, easy-to-use, feature-rich customer relationship management top (https://freshworks.com/products/crm. It helps you to manage leads, tasks, and contacts efficiently. Freshworks CRM offers you a wide range of features such as real-time insight into your business operations, smart workflows, sales and marketing automation, reporting, 24/7 support, etc. Freshworks CRM is an easy-to-use, feature-rich customer relationship management top. Freshworks CRM is an ideal top for small businesses to manage leads and contacts effectively.

Integration of Magento 2.X and Freshworks CRM

Integration of Magento 2.X and Freshworks CRM will help you to manage leads and contacts efficiently from different platforms. Magento 2.X has some features that are not included in Freshworks CRM. Integration will offer you more benefit than using them separately. For example, Magento 2.X allows you to add multiple product attribute options. But Freshworks CRM doesn’t allow you to add custom fields yet (https://freshmarketing.freshworks.com/customer-relationship-management/faqs/. Integration of Magento 2.X and Freshworks CRM will help you to do so.

Integration of Magento 2.X and Freshworks CRM will help you to optimize your operations and increase productivity as well as efficiency through automation. Integration will integrate different functionalities of both platforms and make your daily operations smooth and hassle free. For example, if you want to add a new email notification in Freshworks CRM, you have to log in to the platform, choose “Notifications” from the left panel, select “New Notification” from the top menu bar, etc. But integration will provide you a shortcut for adding email notifications in Freshworks CRM without logging in to it separately.

For example, if your sales person wants to send an appointment reminder for a meeting at 3 p.m., he or she can do so quickly from the email section in Magento 2.X without logging in to Freshworks CRM separately (https://blog.magento.com/2015/08/29/automating_your_workflow_with_magento_cloud_2_x/. Similarly, integration will enable him or her to set an appointment reminder by creating a task in Freshworks CRM directly from Magento 2.X (https://blog.magento.com/2015/07/09/setting-your-customers-up-for-success-with-auto-schedule/.

Benefits of Integration of Magento 2.X and Freshworks CRM

Integration of Magento 2.X and Freshworks CRM will enhance your business capabilities by offering advanced functionalities as well as enhancing your existing functionalities at the same time (https://www.magentocommerce.com/resources/magento-2-x-and-freshworks-crm. Integration of Magento 2.X and Freshworks CRM will help you to save time and money by automating different processes and managing your contacts effectively (https://www.magentocommerce.com/resources/magento-2-x-and-freshworks-crm. Integration will offer you huge benefits that include:

The process to integrate Magento 2.X and Freshworks CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.