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Zoho Mail + Freshworks CRM Integrations

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

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

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

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 Mail + Freshworks CRM

  • Zoho Mail Freshworks CRM

    Zoho Mail + Freshworks CRM

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

    Zoho Mail + Freshworks CRM

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

    Zoho Mail + Freshworks CRM

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

    Zoho Mail + Freshworks CRM

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

    Zoho Mail + Freshworks CRM

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

    Zoho Mail + {{item.actionAppName}}

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

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

    Triggers
  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

  • 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
  • Send Email

    Draft and send a new email message.

  • 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 Mail & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Mail and Freshworks CRM

The Zoho Mail is a cloud-based email application platform from Zoho Corporation, India’s leading business software company. It is a web-based email service that runs on Microsoft Windows, Mac, Android and Linux operating systems. The latest version of this software is designed with advanced features to boost business productivity. Freshworks CRM is a cloud-based customer relationship management platform. It offers a suite of online tops for sales, support and marketing.

Zoho Mail is a cloud-based email application platform from Zoho Corporation, India’s leading business software company. It is a web-based email service that runs on Microsoft Windows, Mac, Android and Linux operating systems. The latest version of this software is designed with advanced features to boost business productivity. Zoho Mail is a feature rich webmail spution that can effectively cater to all your communication needs. Zoho Mail integrates with other applications in the ecosystem of Zoho Office Suite, including Zoho Docs, Zoho Sheet and Zoho Projects. This integration lets users send and receive emails from within these applications. Users can share documents and cplaborate with others on projects without leaving the application they are working in. The latest version of Zoho Mail also supports push notifications for Google Chrome, Mozilla Firefox and Safari browsers. This helps users stay on the top of their inbox without having to open emails separately in their browser.

The update has features like shared contacts and calendar which allows users to sync their contacts and calendars with co-workers and teams. This makes it easier for them to schedule meetings and events and share them with others. Zoho Mail supports mobile logins using mobile ID tokens and one time password (OTP. sent via SMS. This helps users maintain their privacy by preventing their passwords from getting leaked to third party services. Zoho Mail also provides the option to add your domain name to your existing site so that you can access your webmail from your own domain name instead of logging into your account from zoho.com/mail/login/SignIn.aspx.

Freshworks CRM is a cloud-based customer relationship management platform. It offers a suite of online tops for sales, support and marketing. With its easy to use interface Freshworks CRM lets you create up to five free accounts per user. However unlimited number of users are supported through the premium packages starting at $20 per month. Users get to choose between three plans based on how many users are required for their business requirements. The 30 day free trial also makes it possible for users to test out the different features offered by Freshworks CRM before committing to any package.

Users get to choose between three plans based on how many users are required for their business requirements or their budget. The 30 day free trial also makes it possible for users to test out the different features offered by Freshworks CRM before committing to any package. The built-in Google Analytics integration in Freshworks CRM allows users to track their sales, leads, time spent on emails, etc., comprehensively across multiple channels. It comes with industry specific templates which makes it easier for users to start managing their business processes efficiently right away after signing up for an account. A unique feature of the platform is ‘Live View’, which allows users to view real time activity analytics while working on their dashboards. This gives them the ability to easily monitor sales activities which makes it easier for them to manage their sales pipeline while staying on top of their work load 24×7. The integration with Google calendar makes it possible for users to share their calendar with clients along with appointments which makes it easier for them to coordinate meetings with clients in advance without having to look out for availability. Since Freshworks CRM integrates with Google Calendar, the two calendars sync perfectly at all times which means that no matter where their clients look at their calendar they will always see up-to-date information even when they are offline.

The process to integrate Zoho Mail 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.