Integrate uProc with Freshworks CRM

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

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About uProc

uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.

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 uProc + Freshworks CRM quick connects for faster integration? Here’s our list of the best uProc + Freshworks CRM quick connects.

Explore quick connects
Connect uProc + Freshworks CRM in easier way

It's easy to connect uProc + 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
  • Select Tool

    Select a tool to perform verification or enrichment

  • 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 uProc & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of uProc and Freshworks CRM


uProc is a platform for creating business process management software. It helps users to execute tasks in an automated way or get the results needed.

Freshworks CRM

Freshworks CRM is a cloud-based Customer Relationship Management software. Like other CRM software, it helps you to manage your customer information and relationships.

Integration of uProc and Freshworks CRM

It helps organizations to manage their customer data with ease. Which can also be integrated with Freshworks CRM. The integration of uProc and Freshworks CRM helps businesses to:

Reduce the time and efforts that goes into managing customers. Create an efficient process for better customer engagement. Track your customer data with ease and accuracy.

Benefits of Integration of uProc and Freshworks CRM

  • Lesser time and effort required to manage customers:

If you do not have a good system to manage your customers, you will need to spend a lot of time and efforts to keep track of them. Hence, you will lose your customers due to poor service delivery. When you integrate uProc and Freshworks CRM, you can easily create a customer relationship management system that keeps track of all your customers and their details. This helps you to provide better service and retain your customers for a longer period of time.

  • Create an efficient process for better customer engagement:

Sometimes it becomes difficult to manage your customers especially when there are multiple teams working on various projects at the same time. In such situations, it is important to have a proper process to manage your customers. With uProc and Freshworks integration you can develop a system to maintain the details of all your customers which ultimately helps you to deliver better services to them. This process includes a list of customer contacts, a list of current projects, a list of open tasks related to each customer, a list of closed tasks, a list of new opportunities related to each customer, etc.

  • Track your customer data with ease and accuracy:

When you integrate uProc and Freshworks integration, you can easily store all your customer data in one place. This means that you will not have to spend more time on managing multiple systems which ultimately saves your time and money. You can also access this customer database from anywhere as this is stored online so you do not have to worry about losing your data from any device.

The process to integrate uProc 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 March 29,2023 02:06 pm