Integrate Nutshell with Freshworks CRM

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

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About Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

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 Nutshell and Freshworks CRM Integrations

  • Nutshell Integration Freshworks CRM Integration

    Nutshell + Freshworks CRM

    Create Contact to Freshworks CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Nutshell Integration Freshworks CRM Integration

    Nutshell + Freshworks CRM

    Create Note to Freshworks CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Nutshell Integration Freshworks CRM Integration

    Nutshell + Freshworks CRM

    Create Account to Freshworks CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Nutshell Integration Freshworks CRM Integration

    Nutshell + Freshworks CRM

    Add Appointment in Freshworks CRM when New Person is created in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Nutshell Integration Freshworks CRM Integration

    Nutshell + Freshworks CRM

    Create Task to Freshworks CRM from New Person in Nutshell Read More...
    Close
    When this happens...
    Nutshell Integration New Person
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Nutshell Integration {{item.actionAppName}} Integration

    Nutshell + {{item.actionAppName}}

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

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

  • 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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • 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 Nutshell & Freshworks CRM Integrations Work

  1. Step 1: Choose Nutshell 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 Nutshell to Freshworks CRM.

    (2 minutes)

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

Integration of Nutshell and Freshworks CRM

Nutshell

Briefly describe Nutshell.

How is Nutshell different from other CRM sputions

What are the key features of Nutshell

What are some benefits of using Nutshell

Integration of Nutshell and Freshworks CRM

Integration with Freshworks CRM is one of the most sought-after features by Nutshell users. It lets you manage all your customer interactions in one place. You can create or update contacts, send emails, or schedule meetings directly from Nutshell. You can even assign tasks to your team members right from Freshworks CRM. It also gives you access to all your data at one place. If you need to find out customer data, you just have to look for it once in Nutshell and then get it from there. This integration is designed to give an easy and quick access to customer data that you need for every task right away.

Benefits of Integration of Nutshell and Freshworks CRM

The integration of Nutshell and Freshworks CRM reduces double entry and increases efficiency. You can save time and effort because you do not have spend time locating information about a customer or a contact. It also increases user productivity because you can complete tasks faster and more efficiently. Even if there is a change in company structure, for instance, if a company gets bought out, the integration will not require much effort to transfer data from one system to another. It also enhances security because data is stored in one place instead of two or more systems. It cuts down on the cost of training since employees will only need to learn one system instead of two or more. And lastly, it improves customer experience because customers get their information and feedback quickly and easily. Whenever they need something, they will get it fast and efficiently. They will not have to wait or call several times for different departments.

In conclusion, we can say that integrating Nutshell and Freshworks CRM is a great way for companies to streamline their customer support operations. It increases productivity, reduces redundancy, conserves resources, and enhances customer satisfaction. It also makes the work of sales teams easier because they have access to all their customer data in one place.

The process to integrate Nutshell 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.