UPilot + Freshworks CRM Integrations

Integrate UPilot with Freshworks CRM to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the UPilot to Freshworks CRM integration helps boost your business’ efficiency.

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About UPilot

UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.

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
Connect UPilot + Freshworks CRM in easier way

It's easy to connect UPilot + 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
  • 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 November 09,2022 06:11 pm