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Zendesk Sell + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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 Zendesk Sell + Freshworks CRM

  • Zendesk Sell Freshworks CRM

    Zendesk Sell + Freshworks CRM

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

    Zendesk Sell + Freshworks CRM

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

    Zendesk Sell + Freshworks CRM

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

    Zendesk Sell + Freshworks CRM

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

    Zendesk Sell + Freshworks CRM

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

    Zendesk Sell + {{item.actionAppName}}

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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 Zendesk Sell & Freshworks CRM Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Freshworks CRM.

    (2 minutes)

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

Integration of Zendesk Sell and Freshworks CRM

Zendesk Sell

Zendesk Sell is a top that enables sales teams to leverage the power of CRM and automate their sales process with the help of customizable workflow, chat, and visual sales pipeline. It offers powerful features like activity feed, pipeline management, email notifications, and time tracking.

Freshworks CRM

Freshworks CRM offers the biggest advantage in terms of its integration with Freshdesk. It allows users to create leads from conversations, update them as well as track their progress in real time. Sales reps can also keep an eye on their contacts’ activity and status by accessing all the information through a single dashboard.

Integration of Zendesk Sell and Freshworks CRM

Zendesk Sell and Freshworks CRM are two platforms that are developed by two separate companies; however, both platforms have been integrated together with user experience enhancement in mind. By using both platforms together, users can save time on manual data entry into one platform while the other platform automatically updates with the new information. This makes it easy for sales reps to gain access to important information without having to log into different systems. The integration will also enable users to track and monitor the history of their leads, which is an important resource when it comes to nurturing potential customers.

Benefits of Integration of Zendesk Sell and Freshworks CRM

Using both platforms together makes it easy for sales reps to generate leads from incoming chats and convert them into opportunities. Both Zendesk Sell and Freshworks CRM have been designed keeping in mind the need for sales reps to have a quick overview of their leads to make decisions about them quickly. This ensures that there is a smooth flow of communication between sales reps, support agents and business analysts on a day-to-day basis. This type of integration has made it possible for companies to increase their efficiency and productivity. Here are some of the benefits that come with this integration:

It is easy for sales reps to qualify their leads using relevant information from Zendesk Sell.

Sales reps can be confident in their decision making before they engage with their prospects.

The integration of both platforms helps sales reps to close deals faster, which increases their chances of making higher commissions.

With increasing competition and technpogical advancements, it is important for sales teams to analyze their processes and develop strategies to improve them. The integration of Zendesk Sell and Freshworks CRM has opened up new ways of cplaboration between sales teams and business analysts, which has made it easier for sales reps to convert leads into opportunities for revenue generation.

The process to integrate Zendesk Sell 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.