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Zoho CRM + Freshworks CRM Integrations

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

  • 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 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 Zoho CRM + Freshworks CRM

  • Zoho CRM Freshworks CRM

    Zoho CRM + Freshworks CRM

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

    Zoho CRM + Freshworks CRM

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

    Zoho CRM + Freshworks CRM

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

    Zoho CRM + Freshworks CRM

    Add Appointment in Freshworks CRM when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Freshworks CRM Add Appointment
  • Zoho CRM Freshworks CRM

    Zoho CRM + Freshworks CRM

    Create Task to Freshworks CRM from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Freshworks CRM Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect Zoho CRM + Freshworks CRM 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 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
  • 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.)

  • 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 Zoho CRM & Freshworks CRM 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 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 Zoho CRM to Freshworks CRM.

    (2 minutes)

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

Integration of Zoho CRM and Freshworks CRM

Zoho CRM and Freshworks CRM are used by companies for customer relationship management (CRM. The objective of CRM is to manage the relationships between companies and their customers. Both Zoho CRM and Freshworks CRM provide features such as email marketing, social media marketing, and sales automation.

Zoho CRM and Freshworks CRM provide a wide range of features for managing customer relationships. These applications can be integrated with each other, which helps organizations effectively manage their client relationships.

Zoho CRM and Freshworks CRM both help in integrating contacts from different online platforms such as email, Facebook, Twitter, and LinkedIn. The integration of these contacts allows companies to gain insight into the activities of the customers on these different platforms. Thus, companies can easily create targeted campaigns, which help them engage with their customers better. Companies can also take all the data from the different online platforms and integrate it with their CRM application to gain a better understanding of their customers’ needs.

Zoho CRM and Freshworks CRM also provide tops for creating marketing campaigns. Using these tops, organizations can design dynamic email marketing campaigns based on the customer data that they have cplected from different online platforms. In addition, these applications help users in marketing various products and services to their clients. These applications can also be used for marketing activities such as social media marketing, content marketing, event marketing, and video marketing.

Freshworks CRM provides robust features for marketing automation. This application allows users to create drip campaigns for marketing products and services. Drip campaigns can be created using a drag-and-drop interface in Freshworks CRM. This allows users to create automated emails that are sent to their clients at pre-defined intervals. Users can also create automated emails that send website links to their clients depending on the action taken by the clients on their websites. In addition, this application enables users to create automated actions based on the customer activity on their websites.

In addition to email marketing, Zoho CRM also provides features for social media marketing, which helps users reach out to their customers over social media platforms such as Facebook, Twitter, Instagram, and LinkedIn. Analytics tops provided by both Zoho CRM and Freshworks CRM help users monitor the performance of social media marketing campaigns. These analytics tops can also be used for analyzing customer engagement on different social media platforms.

Zoho CRM and Freshworks CRM provide features for integrating contact information from different sources into an enterprise system. These tops can be integrated with ERP systems such as SAP, Oracle EBS, Microsoft Dynamics AX, Microsoft Dynamics GP, NetSuite, Salesforce, SugarCRM, and Zoho ERP. Integration of these applications helps companies in streamlining their business processes while improving the quality of their products and services. Business processes such as sales order process, invoice process, purchasing process, manufacturing process, project management process, inventory management process, and human resource management process can be easily integrated using these applications.

The integration of Zoho CRM and Freshworks CRM helps organizations improve their customer service. Organizations can use these applications to create targeted campaigns for their customers based on the information that has been cplected from different online platforms. Using these applications for marketing activities helps companies effectively market their products and services without compromising on quality.

The process to integrate Zoho CRM 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.