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Integrate Xendit with Freshworks CRM

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

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About Xendit

Xendit is a prominent payment gateway that uses a range of world-class APIs to allow businesses to take payments in Indonesia quickly and securely.

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 Xendit + Freshworks CRM

  • Xendit Integration Freshworks CRM Integration

    Xendit + Freshworks CRM

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

    Xendit + Freshworks CRM

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

    Xendit + Freshworks CRM

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

    Xendit + Freshworks CRM

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

    Xendit + Freshworks CRM

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

    Xendit + {{item.actionAppName}}

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

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

    Triggers
  • New Invoice

    Trigger when new invoice 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
  • Create Account

    Creates an account.

  • Create Customer

    Create a new customer.

  • Create Disbursement

    Creates a disbursement.

  • Create Invoice

    Creates an Invoice.

  • Create Payout

    Creates a payout.

  • Create QR Code

    Creates QR Code.

  • 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 Xendit & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Xendit and Freshworks CRM

This article will explain how to integrate Xendit, a cloud-based platform for e-commerce and Freshworks CRM, a customer relationship management software. Xendit is a cloud-based platform that allows the business owners to manage their business efficiently. It eliminates the need for the business owner to use multiple applications for managing their business. Instead of using multiple apps, business owners can manage their business in one place with Xendit cloud-based platform. It basically consists of four components. Xendit Smart POS, Xendit digital marketing, Xendit inventory management and Xendit customer service.

Freshworks CRM provides great features that help businesses to manage their customer database easily. It helps businesses to manage their customers and sales in a better way. Using Freshworks CRM, businesses can shorten their sales cycle by building a relationship with the customers. They can also provide a personalised experience to their customers by sending them emails, based on the buying history or behaviour. In addition, they can also have a quick access to the data related to customers’ interaction with the business.

The integration of Freshworks CRM and Xendit will allow businesses to manage their online and offline retail channels all at once. This means that the businesses will be able to use one spution for their e-commerce and non-ecommerce operations. This makes it easier for the businesses to manage their customers in an efficient manner. This integration will make it easy for the businesses to manage their online and offline customer database all at once with Freshworks CRM and Xendit. Business owners can use Xendit for managing their online presence, whereas Freshworks for managing their customer database. Therefore, businesses can make use of one application for managing both online and offline customer database, thereby making it easier for them to manage their customer database on a single platform.

In addition, businesses can also make use of Freshworks CRM for providing personalized experience to their customers. Freshworks CRM provides the businesses with an opportunity to build a relationship with their customers. Moreover, it helps the businesses to keep track of all their customer interactions in an easy manner so that they can respond quickly when needed. Businesses can use this customer relationship management software by providing a personalised experience to their customers by taking advantage of its features such as email marketing automation, campaign management, and automated customer intelligence. By using this customer relationship management software, businesses can enhance customer retention rate and improve conversion rates by providing their customers with a personalised experience.

This article has given information about how the integration of Freshworks CRM and Xendit can benefit businesses. Integration of these two products will enable businesses to have a quick access to customer data in an easy manner and will help them manage their customer database efficiently.

The process to integrate Xendit 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.