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Microsoft Teams + Freshworks CRM Integrations

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

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

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

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 Teams + Freshworks CRM

  • Microsoft Teams Freshworks CRM

    Microsoft Teams + Freshworks CRM

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

    Microsoft Teams + Freshworks CRM

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

    Microsoft Teams + Freshworks CRM

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

    Microsoft Teams + Freshworks CRM

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

    Microsoft Teams + Freshworks CRM

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

    Microsoft Teams + {{item.actionAppName}}

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

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

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • 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
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • 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 Teams & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Microsoft Teams and Freshworks CRM

  • Microsoft Teams
  • Microsoft Teams is a cplaboration top that was launched by Microsoft in March 2017 with the aim of rivaling Slack. It combines various features of Skype, Sharepoint, Office 365 and One Drive into one platform.

  • Freshworks CRM
  • Freshworks CRM is a customer relationship management platform that helps organisations to manage their sales team.

    Integration of Microsoft Teams and Freshworks CRM enables companies to manage their sales team with ease. Integration of two different tops can also bring more benefits than using single software applications. Here are some advantages of integration of Microsoft Teams and Freshworks CRM:

    Easy Communication

    Freshworks CRM comes integrated with the Microsoft Outlook email application. This enables teams to communicate with each other easily in context with their tasks. With this, they do not need to type the same message in different places, which is time-consuming and confusing. They can easily message their cpleagues in the right place. Also, Microsoft Teams comes with chat rooms where they can discuss an issue without any problem. For Freshworks users who use G Suite Mail, there is also the option of connecting the two platforms. This makes it easy for them to sync their emails with Freshworks CRM accounts.

    Better Team Cplaboration

    With integration of Freshworks CRM and Microsoft Teams, your sales team has all the information they need at hand. The sales team can cplaborate more effectively and be more productive together. Sales people have access to sales data at any time, no matter whether they are accessing from desktop, laptop or mobile devices. This makes it easier for them to get updated on the latest sales performance and track records. This enables them to close more deals and achieve better revenue results.

    Incorporate all your business information into one platform that helps you to make better decisions before working with a client. The sales team will have all the information they need right at hand, allowing them to make informed decisions during a call or meeting. Sales people will not have to go back to their laptops or computers to find information while talking with prospects or clients. All information is available on MS Teams through a single app interface, allowing the sales team to concentrate on providing quality service rather than looking for information from various sources.

    Improved Efficiency and Productivity

    The integration of Microsoft Teams and Freshworks CRM increases the efficiency of your sales team by saving time that would otherwise be spent switching from one application to another. With this integration, your sales team can look up client information and record notes faster and more efficiently. They only need to look at one platform and not move between two different applications when working with a client. This increases productivity and allows them to close more deals and achieve higher revenue results.

    The process to integrate Microsoft Teams 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.