Integrate Pipedrive with Freshworks CRM

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Want to explore Pipedrive + Freshworks CRM quick connects for faster integration? Here’s our list of the best Pipedrive + Freshworks CRM quick connects.

Explore quick connects
Connect Pipedrive + Freshworks CRM in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Freshworks CRM

Pipedrive

Pipedrive is a sales pipeline management software that helps businesses to manage their sales process and get an overview of the pipeline. It works on a freemium model, which means you can get started with Pipedrive for free and then upgrade to the premium version if you find it useful.

Freshworks CRM

Freshworks CRM is a customer relationship management software designed to help business-owners manage their customer interactions and customer information. Freshworks CRM is a cloud-based spution and it comes in two versions. Free and Premium. The free version of Freshworks CRM allows you to create contacts and capture activity while the premium version lets you add notes, tasks and events. That’s all we need to illustrate the integration between Pipedrive and Freshworks CRM.

Integration of Pipedrive and Freshworks CRM

Integration between Pipedrive and Freshworks CRM is very useful because it allows users to build better relationships with customers and not lose track of them. Sales teams can use the Pipedrive and Freshworks CRM integration to stay in touch with their customers and customers can make use of this integration to increase their loyalty to the company.

Benefits of Integration of Pipedrive and Freshworks CRM

  • Contact Management. This integration gives you a single view into your contacts that are contained in both platforms. You don’t have to switch from one platform to another to see your contact information anymore. The integration also helps you keep your contacts up to date, especially if someone’s email has changed or if a new contact has been added to your database.
  • Customer Relationship Management. The integration helps you maintain a good relationship with your customers by keeping them up to date about the latest news from your business. With this integration, you can generate reports based on specific criteria, such as which prospects have been contacted, what activities have been performed or how many calls were made during a certain period of time. This kind of information helps you maintain personal relationships with your customers and take care of them when they need it most.
  • Sales Pipeline Management. This feature helps you keep track of which activities in Pipedrive correspond to a particular account in Freshworks CRM. The integration helps you achieve a clearer image of a prospect in a matter of seconds, especially when there are many accounts in your database. For example, when a prospect opens a trial for your product, the activity will be immediately transferred to your Pipedrive account so that you can identify who tried your product and what they were looking for. As soon as the trial expires, the activity will be transferred back to your Freshworks CRM account, where it will be removed from the pipeline.

Pipedrive and Freshworks CRM are two of the most popular sales pipeline management software sputions for small-to-medium sized businesses around the world. They are both cloud-based sputions that integrate with each other meaning that if an activity occurs on one platform, it will appear on the other platform as well. This enables business owners to see what is happening with their customers, prospects and leads no matter on which platform they are working at any given time.

The process to integrate Pipedrive 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am