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Zoho CRM + Freshteam Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Freshteam

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About Freshteam

Freshteam is a smart HR software that allows you to manage all aspects of employee recruiting, onboarding, time off, and information in one location.

Freshteam Integrations

Best ways to Integrate Zoho CRM + Freshteam

  • Zoho CRM Freshteam

    Zoho CRM + Freshteam

    Create Employee to Freshteam from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Freshteam Create Employee
  • Zoho CRM Freshteam

    Zoho CRM + Freshteam

    Update Employee in Freshteam when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Freshteam Update Employee
  • Zoho CRM Freshteam

    Zoho CRM + Freshteam

    Create Employee to Freshteam from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Freshteam Create Employee
  • Zoho CRM Freshteam

    Zoho CRM + Freshteam

    Update Employee in Freshteam when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Freshteam Update Employee
  • Zoho CRM Freshteam

    Zoho CRM + Freshteam

    Create Employee to Freshteam from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    Freshteam Create Employee
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Employee

    Triggers when a new employee is created.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Employee

    Creates a Employee.

  • Update Employee

    Updates an existing employee.

How Zoho CRM & Freshteam Integrations Work

  1. Step 1: Choose Zoho CRM 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 Freshteam 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 Zoho CRM to Freshteam.

    (2 minutes)

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

Integration of Zoho CRM and Freshteam

Zoho CRM is a Customer Relationship Management Software. It is a web-based software which helps to manage customer relationship of the business. A business can manage its customers' details, activities, and transactions on Zoho CRM. In addition, Zoho CRM is also used as a project management top. It helps business to track their daily schedule and perform tasks on time. Moreover, it can be used as an online help desk system. Through this help desk system, a business can communicate with their customers regarding their queries or complaints.

On the other hand, Freshteam is a task management software. A business can organize their work by creating a task list with the help of Freshteam. In addition, Freshteam helps businesses to manage their projects by organizing tasks of different team members of a business.

In short, Zoho CRM and Freshteam are two different software tops for managing customer relationship and project management of a business respectively. Both these tops have integration facility with each other. Hence, a business can use both the tops functionally at the same time.

Integration of Zoho CRM and Freshteam

Integration of Zoho CRM and Freshteam help a business to organize their tasks and projects easily. A business can import or export data from one top to another or vice versa through integration facility. Moreover, both the tops come up with drag and drop feature which allows users to drag and drop data from one top to another without any difficulty. Therefore, integration facility of these two tops helps businesses to manage their projects and clients in a systematic manner.

Benefits of Integration of Zoho CRM and Freshteam

Fplowing are the benefits of integration of Zoho CRM and Freshteam:

  • User can easily manage projects and clients:

Integration of Zoho CRM and Freshteam allows users to manage their customers and projects effectively. Businesses can easily maintain the details of their customers and generate reports with the help of Zoho CRM. Similarly, they can create tasks by using Freshteam and execute them on time without any complexity. Integration of these two tops will save time and cost for businesses as they can do all such activities by using only one top that is Zoho CRM and Freshteam.

  • Save Time:

The integration of Zoho CRM and Freshteam saves time for businesses as they don't need to switch between two different tops to manage their projects and customers. They can easily import and export data from one top to another through integration facility. With this facility, businesses don't need to spend much time on maintenance of their project or customer database.

  • Easy Communication with Customers:

Integration of Zoho CRM and Freshteam will improve communication with customers as businesses can easily send emails or messages to their clients via these tops. A business can also track the replies of their clients through these tops. Moreover, businesses can respond to customer queries within a few minutes by using these tops. Integration also allows users to track their customer activity by simply logging into one particular top i.e., Zoho CRM or Freshteam. Thus, integration will definitely reduce efforts of businesses which are required for maintaining communication with customers.

The process to integrate Zoho CRM and Freshteam 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.