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Zoho Desk + Freshworks CRM Integrations

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

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

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

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 Desk + Freshworks CRM

  • Zoho Desk Freshworks CRM

    Zoho Desk + Freshworks CRM

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

    Zoho Desk + Freshworks CRM

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

    Zoho Desk + Freshworks CRM

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

    Zoho Desk + Freshworks CRM

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

    Zoho Desk + Freshworks CRM

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

    Zoho Desk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

  • 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

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

  • 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 Desk & Freshworks CRM Integrations Work

  1. Step 1: Choose Zoho Desk 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 Desk to Freshworks CRM.

    (2 minutes)

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

Integration of Zoho Desk and Freshworks CRM

Companies are used to having multiple software and website to manage the day-to-day business activities. For example, Freshworks has its own CRM software and Zoho Desk has its own CRM software. Since Freshworks has its own CRM software, it is not necessary to integrate with Zoho Desk. However, there is no harm in integrating both of them. It will help in quick and easy communication between the Sales Manager and the Marketing Manager or the Sales Manager can even deploy Zoho Desk for the helpdesk team. There are many benefits of integration of Zoho Desk and Freshworks CRM. To be specific, integration of Zoho Desk with Freshworks helps in:

It saves time and money

It helps in closing deals quicker

It helps in better customer service

Zoho Desk is a Customer Relationship Management program. It helps in managing the customers. It helps in organizing the customer data such as customer details, notes, files, etc. These things can be retrieved by using a search engine. Zoho Desk also allows the company to create an account for the customers for free. The accounts help in tracking the customers’ history and contact information. A company can create many accounts for different departments. It helps in keeping the company organized and maintaining privacy of each employee.

The Freshworks CRM is an integrated software that integrates all the Freshworks applications such as marketing, sales and support. It helps in managing the customers from one place by connecting to the Freshworks applications. In addition to managing the customers, it also helps in tracking the leads, creating a new lead when a call comes in, assigning tasks to employees and monitoring employees’ progress on those tasks. The Freshworks CRM helps in organizing the employees’ knowledge base. For example, if there is a breakdown of a product, they can look up the knowledge base to get more information about it.

There are many benefits of integrating Zoho Desk and Freshworks CRM. We have discussed few of them above. By integrating Zoho Desk with Freshworks CRM, companies can save time and money as well as improve their customer service.

The process to integrate Zoho Desk 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.