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Integrate Revolut with Freshworks CRM

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

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About Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

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 ways to Integrate Revolut + Freshworks CRM

  • Revolut Integration Freshworks CRM Integration

    Revolut + Freshworks CRM

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

    Revolut + Freshworks CRM

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

    Revolut + Freshworks CRM

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

    Revolut + Freshworks CRM

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

    Revolut + Freshworks CRM

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

    Revolut + {{item.actionAppName}}

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

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

    Triggers
  • New Transaction

    Triggers when you exchange, send or receive money.

  • 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 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 Revolut & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Revolut and Freshworks CRM

The integration of Revput and Freshworks CRM is being used by many companies for their business. This integration allows the sending of email, message, document to any user in the firm. The communicator is able to send all documents to the customers or customers without writing their details on an excel sheet (Rao, 2017. The integration of Revput and Freshworks CRM helps in ensuring that the communication can be done at any time and it does not require any manual work.

The integration of Revput and Freshworks CRM also helps the users to communicate with each other using the online chat (Rao, 2017. The system ensures that there is no need for the company to maintain the telephone lines for communication. The system allows the customers to reach out to the sales team within few minutes. It also provides them with information about what they want to buy at their home. It also allows them to check for their account balance so that they can make payments. The integration of Revput and Freshworks CRM is therefore important in the business because it makes communication easy and convenient for both the customers and the company (Rao, 2017.

The integration of Revput and Freshworks CRM helps the customers to communicate with each other using the online chat. This helps in improving communication both within the firm and outside. The use of this top helps in improving work productivity since it allows people to have quick communication on any matter provided that they have internet connection. There are no restrictions attached to this kind of communication. This means that people from different locations, age groups and sex can communicate with each other freely.

Another benefit of this top is that it helps in saving time since it reduces the time spent on making telephone calls. It saves a lot of time since it reduces the need to call a person on phone before answering them yourself. It also saves a lot of time since it allows a person to do a number of tasks simultaneously while chatting on a particular topic. For example, a person can attend a meeting while chatting on a particular topic on his phone. This means that there is no need for a person to get distracted from his meeting while attending another meeting on a different topic.

The top also helps in improving work efficiency since it has reduced workload. When a number of people are invpved in a project, it is difficult for them to attend all meetings at the same time. This might make them miss some parts of the meeting which could lead to confusion among them. This problem can be spved by using this top since it allows a number of people to be online at one time hence allowing them to attend all meetings without missing anything. This means that there is no need for anyone to attend all meetings alone when others can join him in his meeting through this top.

The use of this top also helps in improving work quality since it allows people to do things faster than before they used this top. This is because they do not need to wait for each other when carrying out a number of tasks at once during a meeting. One can therefore be doing his work while others are replying on his message if he is in a hurry for whatever reason (Rao, 2017.

The use of this top also helps in avoiding mistakes in communications in situations where people dismiss calls from people whose numbers they do not know particularly when they are busy working on something else. This means that when someone is busy doing something else, he does not need to put down his work and go into his physical inbox in order to read messages from unknown numbers. This is because he can read such messages when he gets free time through this top (Rao, 2017.

The integration of Revput and Freshworks CRM is beneficial to businesses and individuals alike since it has helped in improving communication both at the firm and outside it. It has helped in reducing errors made in communications especially when people dismiss calls from unknown numbers while they are busy with other tasks at hand. This means that one does not have to interrupt his work just because he got an unknown call while he was busy working. He should therefore integrate Revput and Freshworks CRM so as to improve communication within his office or organization because it will help him save time and reduce workloads which will eventually improve work efficiency among his employees or co-workers.

The process to integrate Revput 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.