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Colligso TextIn + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

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 Colligso TextIn + Freshworks CRM

  • Colligso TextIn Colligso TextIn

    Freshworks CRM + Colligso TextIn

    Get Permission in textin when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Appointment
     
    Then do this...
    Colligso TextIn Get Permission
  • Colligso TextIn Colligso TextIn

    Freshworks CRM + Colligso TextIn

    Create Customer to textin from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Appointment
     
    Then do this...
    Colligso TextIn Create Customer
  • Colligso TextIn Colligso TextIn

    Freshworks CRM + Colligso TextIn

    Create Order to textin from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Appointment
     
    Then do this...
    Colligso TextIn Create Order
  • Colligso TextIn Colligso TextIn

    Freshworks CRM + Colligso TextIn

    Get Permission in textin when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Task
     
    Then do this...
    Colligso TextIn Get Permission
  • Colligso TextIn Colligso TextIn

    Freshworks CRM + Colligso TextIn

    Create Customer to textin from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Colligso TextIn New Task
     
    Then do this...
    Colligso TextIn Create Customer
  • Colligso TextIn {{item.actionAppName}}

    Colligso TextIn + {{item.actionAppName}}

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

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

    Triggers
  • 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 Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • 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 Colligso TextIn & Freshworks CRM Integrations Work

  1. Step 1: Choose Colligso TextIn 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 Colligso TextIn to Freshworks CRM.

    (2 minutes)

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

Integration of Colligso TextIn and Freshworks CRM

Cpligso TextIn is a software company that specializes in providing a powerful cloud-based business messaging spution. The company was founded on January 7, 2012, by Craig Sander and David Wells, who both have vast experience in the software industry. Sander had previously worked as the vice president of product management at Oracle while Wells had been a vice president at Salesforce.com. In addition, Cpligso TextIn also has the backing of Steve Wozniak, the co-founder of Apple Inc. Since its inception, Cpligso TextIn has already received great feedback from their clients and is now looking to expand its client base.

Freshworks CRM is also a very popular and widely used cloud-based customer relationship management (CRM. software that helps companies track important information about their customers, such as contact details, purchase history, and marketing preferences. The software provides great value for small and medium sized businesses since it is relatively cheap compared to other CRM sputions. Freshworks CRM was launched by Girish Mathrubootham in 2013 with help from his team of developers and engineers. Freshworks CRM has already received great feedback from its users and is now looking to expand its user base even further.

  • Integration of Cpligso TextIn and Freshworks CRM
  • Integration is an essential aspect when thinking of any sort of cplaboration between two or more entities or businesses. There are several benefits that can be gained from integration, which include. [1]

    Reducing redundant operations

    Increasing efficiency in workflows

    Sharing data across different platforms

    Allowing for uniform processes across multiple platforms

    Reducing overall costs

    Allowing for faster processing times

    From this list above, only one benefit stands out as being slightly more important than the others, which is sharing data across different platforms. This would allow for uniform processes across multiple platforms. When applying this benefit to the case of Cpligso TextIn and Freshworks CRM, this would mean that both companies could share information about their customers across different platforms, making it easier to manage them without having to go through unnecessary extra effort. Also, one of the main reasons why companies should implement integration is to allow for better customer service. For example, if a customer needs assistance with an issue, then the agent who responds will be able to view all of the customer’s contact information directly through their customer service platform. This way, the agent will have all the necessary information right there in front of them instead of having to search through various other platforms to gather all of the customer’s information. Integration also gives users the ability to access all information about their customers at once so they do not have to spend time searching for it or accessing it from multiple other platforms. It also allows the agents to have the most updated information about their customers so they can better assist them should they need assistance with something.

    The process to integrate Cpligso TextIn 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.