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.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.Freshworks CRM Integrations
Microsoft Exchange + Freshworks CRMCreate Contact to Freshworks CRM from New Email in Microsoft Exchange Read More...
Microsoft Exchange + Freshworks CRMCreate Note to Freshworks CRM from New Email in Microsoft Exchange Read More...
Microsoft Exchange + Freshworks CRMCreate Account to Freshworks CRM from New Email in Microsoft Exchange Read More...
Microsoft Exchange + Freshworks CRMAdd Appointment in Freshworks CRM when New Email is created in Microsoft Exchange Read More...
Microsoft Exchange + Freshworks CRMCreate Task to Freshworks CRM from New Email in Microsoft Exchange Read More...
It's easy to connect Microsoft Exchange + Freshworks CRM without coding knowledge. Start creating your own business flow.
Calendar Event Start
New Calendar Event
Updated Calendar Event
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
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 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)
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.
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.