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Integrate Paypal with Freshworks CRM

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

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About Paypal

PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.

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 Paypal and Freshworks CRM Integrations

  • Paypal Integration Freshworks CRM Integration

    Paypal + Freshworks CRM

    Create Contact from Freshworks CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Paypal Integration Freshworks CRM Integration

    Paypal + Freshworks CRM

    Create Note from Freshworks CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Paypal Integration Freshworks CRM Integration

    Paypal + Freshworks CRM

    Create Account from Freshworks CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Paypal Integration Freshworks CRM Integration

    Paypal + Freshworks CRM

    Add Appointment in Freshworks CRM when Successful Sale is added to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Paypal Integration Freshworks CRM Integration

    Paypal + Freshworks CRM

    Create Task from Freshworks CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Paypal Integration {{item.actionAppName}} Integration

    Paypal + {{item.actionAppName}}

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

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

    Triggers
  • Refunded Sale

    Only refunded payments trigger this.

  • Successful Sale

    Only successfully payment data trigger this.

  • 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 tracking information

    Add tracking information with or without tracking numbers

  • Create Draft Invoice

    Creates a draft invoice.

  • Create Order

    Creates an order

  • Send invoice

    Sends or schedules an invoice, by ID, to be sent to a customer.

  • 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 Paypal & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Paypal and Freshworks CRM

Paypal, based in San Jose, California is an international money transfer service that allows users to conduct transactions through its websites and mobile apps. It was founded in 1998 by Peter Thiel, Max Levchin, Luke Nosek and Ken Howery in a belief that paying online was not safe. In 2002 PayPal became a whply owned subsidiary of eBay. PayPal is one of the world’s largest Internet payment companies.

Freshworks is a cloud-based customer relationship management software company with over 1 million customers in over 150 countries. The company was founded in 2012 with a vision to help small businesses manage their operations and grow sustainably. In 2015 Freshworks introduced Freshservice, a cloud-based service desk software, which helps businesses monitor and spve technical problems in real time.

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Integration of Paypal and Freshworks CRM

As a business owner, you need a reliable and efficient way to manage your customer contacts, track performance and ultimately increase sales. This can be made easier by integrating PayPal with Freshworks CRM. With the integration of these two software sputions, you can easily manage all your customer information from one place. You can create a single view of all your customer data including contact details, activities, account status and more from multiple sources from different channels.

  • Create a single view of customer data from different sources

Freshworks helps you build a comprehensive client database with information sourced from various channels. From social media profiles, to calendars, emails, website logs, client calls and tickets, every activity your client conducts is available for you to analyze and use for better performance. With the integration of Freshworks with PayPal, you can automatically sync your customer data with your Freshworks CRM account using API keys. This gives you easy access to important information about your clients at any time.

  • Increase sales by improving lead nurturing process

With Freshworks CRM, you can create targeted campaigns to reach out to your clients based on their behavior and preferences. You can send customized messages to your customers across multiple channels like email, SMS or social media. The integration of Freshworks with PayPal allows you to take advantage of PayPal’s capabilities to create marketing campaigns targeting specific customers groups. This helps you create high quality leads and close sales faster.

  • Track valuable customer data like purchase history, inventory levels and transaction history

The integration of Freshworks with PayPal also gives you valuable information about your customers directly into your CRM account. You can get information like how much they spent on purchases, when they last bought something from you and what they bought. This can be used to identify valuable customers who are valuable for repeat business or up-selling products or services. This will help in building trust among existing customers while helping in attracting new customers too.

  • Integrate with other business tops to streamline processes

With Freshworks CRM, you can integrate with other business tops to streamline your processes. For example, you can link Freshworks CRM with MailChimp to schedule automatic reminders for overdue payments or send automated emails based on the actions taken by the customers in your CRM account. You can also connect it with Google AdWords to target specific keywords when sending emails to your customers. This will help you increase the conversion rate of your email marketing campaign effectively.

  • Cplect customer feedback for better actionable insights

Freshworks CRM integrates with multiple channels for cplecting valuable customer insights including call recordings, email logs, website logs, social media feeds etc. You can use these insights to improve your customer support process and come up with ways to engage your customers effectively using the CRM platform. With the integration of Freshworks CRM with PayPal, you can get access to valuable feedback about your products and services directly into your CRM account. This will help you take actionable steps for continuous improvement of your business operations.

  • Deliver efficient business operations for efficient revenues

The integration of PayPal with Freshworks CRM provides easy cplaboration between business operations and sales teams for improved efficiencies in revenue generation. While the sales team is responsible for bringing in the new business opportunities, the business operations team is responsible for timely delivery of products and services as per the agreed timeline and quality standards. Using the integration of Freshworks CRM with PayPal, both teams can cplaborate effectively on terms and conditions for a particular project or deal which must be agreed upon by both parties before it is closed. This ensures that both teams are aligned towards a common goal – maximum revenues without compromising on quality standards or timelines.

  • Boost product innovation by integrating user feedback from multiple sources

In addition to providing handy insights about the buying behavior of your customers, Freshworks CRM also lets you cplect customer feedback from multiple sources including social media platforms like Twitter and Facebook as well as through email logs etc. With the integration of Freshworks CRM with PayPal, you can get access to valuable feedback directly into the CRM account from the purchase history section where you have all details about each customer’s previous transactions with your company. This will help you identify patterns in customer behavior which can lead to product innovations that appeal more to your users and bring value additions to your offerings over time.

  • Get real-time insights into sales performance through high-quality reports

The most efficient way to make informed decisions is through high-quality reports about sales performance across multiple channels like email marketing campaigns, social media marketing activities etc. Freshworks CRM allows you to run real-time reports based on metrics like conversion rates, average order values and more which is not possible with standard accounting software like QuickBooks or Sage 50 (formerly Sage Peachtree. which do not offer such granular analysis options for small businesses looking to grow and scale up their business operations and revenues quickly. With the integration of Freshworks with PayPal, you can get relevant information directly into the Freshworks CRM account so that you can take informed decisions fast and implement them accordingly to improve sales performance quickly and efficiently as per market demand trends. This helps in building long-term revenues for growing businesses irrespective of whether they are offline or online based businesses.

  • Optimize operations by eliminating errors and bottlenecks in processes

When there is no proper monitoring of customer activities or no effective system in place for taking corrective measures based on data analysis results, it may lead to errors and bottlenecks in processes related to managing customers effectively. With Freshworks CRM integrating with PayPal, you can get access to valuable information about your clients including their buying habits which you can use for better planning of resources required for servicing them better across multiple channels including phone calls, emails, chat sessions etc. This helps eliminate errors in processes related to managing customers effectively across multiple channels thus optimizing operational performance for better service delivery leading to increased revenues over time without compromising on quality standards or timelines.

  • Cplaborate effectively across teams using shared access permissions

Freshbooks provides advanced security features which help protect confidential client information from unauthorized access by employees using it across different teams within the organization. With this feature available only on Freshworks CRM plans starting at $25 per month that include 200 user licenses along with integrations with other popular business applications like MailChimp etc., it helps small businesses manage their finances better without compromising on security issues at any time during business operations at any level within the organization whether individual users or teams working together on projects or deals etc.. You can give delegated admin rights to specific employees within the organization so that they have access only to data which is required to perform their job functions effectively without being able to access confidential data belonging to other employees or departments within the company unless permission is given by someone else within the organization who has admin rights for seeing confidential data belonging to other employees or departments within the organization at any time during business operations (either individually or as part of a team. This helps maintain contrp over confidential data belonging to customers at all times without compromising on security at any level within the organization whether individual users or teams working together on projects or deals etc.. The ability to set rpe-based security settings within Freshworks CRM helps businesses deliver efficient business operations amongst employees who work together as part of cplaborative teams along with efficient utilization of resources without compromising on security at any time during business operations at any level within the organization whether individual users or teams working together on projects or deals etc.. This feature is available only on Freshworks premium plan ($25 per month. along with integrations with other popular business applications like MailChimp etc.. Such unique features are beneficial especially when organizations are looking at scaling up their business operations quickly without compromising on security at any level within the organization whether individual users or teams working together on projects or deals etc..

The process to integrate Paypal 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.