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Microsoft Exchange + Freshworks CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Exchange and Freshworks CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Microsoft Exchange + Freshworks CRM

  • Microsoft Exchange Freshworks CRM

    Microsoft Exchange + Freshworks CRM

    Create Contact to Freshworks CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Freshworks CRM Create Contact
  • Microsoft Exchange Freshworks CRM

    Microsoft Exchange + Freshworks CRM

    Create Note to Freshworks CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Freshworks CRM Create Note
  • Microsoft Exchange Freshworks CRM

    Microsoft Exchange + Freshworks CRM

    Create Account to Freshworks CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Freshworks CRM Create Account
  • Microsoft Exchange Freshworks CRM

    Microsoft Exchange + Freshworks CRM

    Add Appointment in Freshworks CRM when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Freshworks CRM Add Appointment
  • Microsoft Exchange Freshworks CRM

    Microsoft Exchange + Freshworks CRM

    Create Task to Freshworks CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Freshworks CRM Create Task
  • Microsoft Exchange {{item.actionAppName}}

    Microsoft Exchange + {{item.actionAppName}}

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

It's easy to connect Microsoft Exchange + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • 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.

How Microsoft Exchange & Freshworks CRM Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 Microsoft Exchange to Freshworks CRM.

    (2 minutes)

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

Integration of Microsoft Exchange and Freshworks CRM

Microsoft Exchange

Microsoft Exchange Server is one of the most popular email servers in use today. It was originally developed by Softricity, which was purchased by Microsoft in 1998.

The latest version of the software is Exchange Server 2013. The software has been extensively updated and enhanced since its original release, with features including improved security, simplified management, and better performance. (source. https://www.microsoft.com/en-us/download/details.aspxid=38826)

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management (CRM. software spution. It can be accessed via a web browser and works on any device and operating system. (source. https://www.freshworks.com)

Integration of Microsoft Exchange and Freshworks CRM

This section will introduce the integration of Microsoft Exchange and Freshworks CRM for enterprises with thousands of employees.

Exchange is a great email server that allows you to store, manage and access your emails from anywhere, anytime. However, it does not offer any additional tops for you to use when communicating with your customers and prospects, which makes it difficult for you to build long-term relationships with them and to monitor their behavior and activities. This is where Freshworks CRM comes in. By integrating Microsoft Exchange and Freshworks CRM, you can:

Use Freshworks CRM as a single platform to manage all your prospects, customers, deals, opportunities, cases, tasks, notes and files from a single location. Customize the look and feel of your website according to your company's branding guidelines. Enable your sales team to leverage on the features offered by both Freshworks CRM and Microsoft Exchange, such as using the same file storage space for their emails and attachments as well as using the same email client to send emails while working on a deal. This will make them more productive while also lowering their learning curve on how to use both products together.

Here are two ways in which integrating Freshworks CRM with Microsoft Exchange can benefit your business:

By being able to integrate these two platforms together, you can easily create a seamless flow between your email marketing campaigns and your sales efforts. With just a few clicks, you can turn an existing lead into a new deal in Freshworks CRM or vice versa or convert a deal into an opportunity or a task in Freshworks CRM. This will allow you to have a more integrated marketing and sales process rather than having a silo of information stored in separate systems. You can also get a more complete picture of your every customer's behavior by being able to see what they've done in both Freshworks CRM and Microsoft Exchange at one glance. For example, you can easily see their interaction history with your company by viewing their customer dashboard in Freshworks CRM while also seeing what emails they've sent and received from your email server in Microsoft Exchange. This will also allow you to better segment your customers based on their behaviors and interests while also making sure that your marketing campaigns are relevant to them.

Benefits of Integration of Microsoft Exchange and Freshworks CRM

This section will discuss some of the benefits of integrating Microsoft Exchange and Freshworks CRM:

Integrating Microsoft Exchange with Freshworks CRM will allow you to easily export contacts from your email account into your Freshworks CRM account so that you can start building your prospect list right away without having to manually add them yourself. Being able to create workflows that automate processes such as creating new deals from leads or converting deals into opportunities is another benefit of integrating Freshworks CRM with Microsoft Exchange. Instead of needing someone with experience working on both products to do these things manually, your sales team can simply go through the actions by themselves without the need for administrative privileges. When you integrate Freshworks CRM and Microsoft Exchange together, you can also get notifications about certain events from both platforms by simply adding them into one central notification group in Freshworks CRM. This will allow your team members to focus more on doing their jobs instead of spending too much time monitoring multiple channels for updates that may or may not be relevant to them. Having a unified workflow that integrates the data from both platforms together will allow you to have a better understanding of what's going on at every stage in the sales process. This will help you improve upon your lead nurturing or customer retention strategies in order to simplify or streamline each stage of the process in a way that will be most relevant to your prospects or customers.

The process to integrate Microsoft Exchange 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.