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Xzazu + Freshworks CRM Integrations

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

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

Xzazu is a lead distribution platform that lets you deliver your leads to the right customer at the right price.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Xzazu + Freshworks CRM

  • Xzazu Freshworks CRM

    Xzazu + Freshworks CRM

    Create Contact to Freshworks CRM from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Freshworks CRM Create Contact
  • Xzazu Freshworks CRM

    Xzazu + Freshworks CRM

    Create Note to Freshworks CRM from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Freshworks CRM Create Note
  • Xzazu Freshworks CRM

    Xzazu + Freshworks CRM

    Create Account to Freshworks CRM from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Freshworks CRM Create Account
  • Xzazu Freshworks CRM

    Xzazu + Freshworks CRM

    Add Appointment in Freshworks CRM when New Outbound Lead is created in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Freshworks CRM Add Appointment
  • Xzazu Freshworks CRM

    Xzazu + Freshworks CRM

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

    Xzazu + {{item.actionAppName}}

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

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

    Triggers
  • New Outbound Lead

    Triggers when a new outbound lead is available for your contract.

  • New Outbound Ping

    Triggers when a new outbound ping is available for your contract.

  • New Pong Result

    Triggers when a new pong result is available for your ping.

  • 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 a New Inbound Lead

    Create an Inbond lead.

  • 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 Xzazu & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Xzazu and Freshworks CRM

Xzazu

Xzazu is a cloud accounting software that helps small businesses manage their finances through mobile app, web or desktop. It offers advanced features like device sync, bank feed, invoice top, business dashboard, customer management and many more.

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management system designed for small businesses. The software enables companies to track leads, convert them into customers, monitor their behavior and organize employee resources.

Integration of Xzazu and Freshworks CRM

The integration of Xzazu and Freshworks CRM can help businesses take advantage of the best accounting features of both platforms. When combined, the two apps can help small businesses create custom reports that are automatically updated with information from other modules. For instance, users can use Freshworks CRM to track leads and assign them to team members in Xzazu. Then they can use Xzazu to perform tasks like invoicing, expense reports, time sheets and expense tracking. This way, users will always have the latest information about leads and deals at their disposal. The integration also allows users to instantly access data related to deals, contacts, leads and other information stored in Freshworks CRM. They can pull up the data to make informed decisions regarding deals, leads and other activities.

Benefits of Integration of Xzazu and Freshworks CRM

Benefits of Integration of Xzazu and Freshworks CRM include:

  • Users can view and edit all project related data in one place.
  • Users can quickly access data and make informed decisions on the go.
  • Users can save time by accessing previously entered data in one place.
  • Users can close deals faster using features like lead assignment and reminders.

Xzazu and Freshworks CRM can be integrated to provide users with a comprehensive spution for managing their finances and leads after integrating Freshworks CRM with Xzazu. The integration will allow users to instantly access information about leads and deal status in one place. They can also perform tasks like creating custom reports and tracking expenses in one place. This will help them simplify their workflow and boost productivity.

The process to integrate Xzazu 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.