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Tookan + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Tookan

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

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 Tookan + Freshworks CRM

  • Tookan Freshworks CRM

    Tookan + Freshworks CRM

    Create Contact to Freshworks CRM from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Freshworks CRM Create Contact
  • Tookan Freshworks CRM

    Tookan + Freshworks CRM

    Create Note to Freshworks CRM from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Freshworks CRM Create Note
  • Tookan Freshworks CRM

    Tookan + Freshworks CRM

    Create Account to Freshworks CRM from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Freshworks CRM Create Account
  • Tookan Freshworks CRM

    Tookan + Freshworks CRM

    Add Appointment in Freshworks CRM when New Task is created in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Freshworks CRM Add Appointment
  • Tookan Freshworks CRM

    Tookan + Freshworks CRM

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

    Tookan + {{item.actionAppName}}

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

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

    Triggers
  • New Task

    Trigger when new task 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
  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

  • 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 Tookan & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Tookan and Freshworks CRM

Tookan is an open-source task management system, written in Python. It is free, feature rich and easy to use. It’s a great option for small businesses or business owners looking for a cheap, but effective project management software.

The Freshworks CRM has many features that are designed to help you manage customer relationships. The purpose of this article is to discuss how Tookan integrates with Freshworks CRM to help businesses manage their customers better. (Source)

Integration of Tookan and Freshworks CRM

  • How Tookan integrates with Freshworks CRM

Using Tookan with Freshworks CRM is easy. You can set up your Tookan projects inside Freshworks CRM. This allows you to manage your customer interactions from within Freshworks CRM. First you need to log into your Freshworks CRM application, enter the “Setup” tab, then “Apps”, then “Add App”, then search for “Tookan”. Press next, you will see the “Tookan” page. Press “next” again. Now you have the option to give the URL for your Tookan app or import your existing account. Press “next” again. Now you will need to input the credentials for your Tookan account. Press “next” again. Now you will need to select the projects which you want to share with Freshworks CRM. Press “Next” again. Now you will need to choose which activities you would like to sync with your Freshworks CRM account. Press “Next” again. Finally, press “Finish” and you will be done! (Source)

    Benefits of Integration of Tookan and Freshworks CRM

There are many benefits of using Tookan with Freshworks CRM:

You can update information on multiple accounts at once and quickly email and SMS notifications of updates and actions taken on those accounts. This functionality helps you decrease the time it takes you to complete tasks and make your life easier. You can track time spent on tasks, projects and clients more accurately; which means you can better plan your workload and make sure that everything is getting done as it should be. This helps you save time as well as money as your work gets completed faster and more efficiently. You can schedule your contacts and fplow up with them as appropriate, which helps you stay organized and on top of things no matter how busy you get or how many people you have calling or emailing you for one thing or another. This saves you time and effort because there is no stress about forgetting important dates and commitments. You can access all your contact details on any device with an internet connection, so you never miss a call, email or message no matter where you are or what device or computer you are using. This ensures that you never miss a chance to impress a potential customer or business partner because no one will ever know that you were not able to return a phone call or respond to an email right away due to being stuck at work or having a problem with your smartphone or laptop! (Source)

In conclusion, there are many benefits to integrating Tookan with Freshworks CRM. Small businesses and business owners looking for a cheap project management software should seriously consider using Tookan together with Freshworks CRM to improve their business workflow and customer experience

The process to integrate Tookan 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.