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

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.

  • 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.

  • 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

Zoho Desk is a time management spution used by the team to schedule appointments, assign tasks, track time and many other functionalities. It also helps in creating workflows that are assigned to different users. This Zoho Desk integration helps in importing contacts automatically from Freshworks CRM for further actions.

Freshworks CRM is one of the best customer relationship management software. The freshworks crm integration with Zoho Desk helps in integrating it with other services, applications, etc.

Integration of Zoho Desk and Freshworks CRM

Zoho Desk’s basic functions are to help the team manage their time better. It helps in managing the tasks, appointments, emails, etc. Zoho Desk’s integration with Freshworks CRM helps in optimizing the workflow. For example, if someone sends an email to zoho desk user, then this email is forwarded to the concerned person in case he is already assigned to address the concern. The case is the same with Freshworks CRM. When any new contact’s information is added in Freshworks CRM, it will be automatically updated in Zoho Desk.

Benefits of Integration of Zoho Desk and Freshworks CRM

Integrating Zoho Desk and Freshworks CRM reduces the workload of the employees by combining different tasks into one screen. For example, when a client calls to book an appointment, he will be required to enter his details like name, phone number, email id, etc. So, typing all these information separately takes much time, other than that it can lead to data entry errors. So, integrating these two products saves time and eliminates errors due to duplicate entries.

This Zoho Desk integration with Freshworks CRM helps in automating the daily tasks. This integration ensures that the team gets all the information related to clients and contacts without wasting time on entering them manually.

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.