Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.Freshworks CRM Integrations
Zoho People + Freshworks CRMCreate Contact to Freshworks CRM from New Record in Zoho People Read More...
Zoho People + Freshworks CRMCreate Note to Freshworks CRM from New Record in Zoho People Read More...
Zoho People + Freshworks CRMCreate Account to Freshworks CRM from New Record in Zoho People Read More...
Zoho People + Freshworks CRMAdd Appointment in Freshworks CRM when New Record is created in Zoho People Read More...
Zoho People + Freshworks CRMCreate Task to Freshworks CRM from New Record in Zoho People Read More...
It's easy to connect Zoho People + Freshworks CRM without coding knowledge. Start creating your own business flow.
Triggers every time a record is added in a specific form.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Zoho People is a web-based application which is used for managing the employees and their activities. It helps you to manage your business data and allows you to create forms and surveys, track time and attendance, and generate reports. It provides a central database for storing employee information such as names, phone numbers, email addresses, work schedules, etc. It also provides an interface to connect with other Zoho applications like Zoho CRM, Zoho Calendar, etc.
Freshworks is an online customer relationship management software that helps you to manage your customers more effectively. It helps you to convert more leads into customers by keeping track of all your interactions with clients through emails, calls, messages, etc. It offers features like lead scoring, lead scheduling, lead nurturing, lead assignment to agents, etc. It also comes integrated with Salesforce Classic, Salesforce Lightning, Microsoft Outlook, Gmail, Twitter, Facebook Messenger, etc.
Zoho People can be integrated with Freshworks CRM using Zapier which is an automation top that connects two different apps. Using this integration you can import the contacts from Freshworks into Zoho People or export the contacts from Zoho People into Freshworks CRM. When the integration is set up successfully all the new contacts will be added in Zoho People automatically.
With this integration, you get the fplowing benefits:
You can find all your contacts in one place so it makes it easy to work with them. You can access your contacts in both Zoho People and Freshworks CRM using the same interface. You can easily share contacts between Zoho People and Freshworks CRM. You can create sales opportunities with all the contact details in Zoho People and then assign these sales opportunities to project managers or sales managers in Freshworks CRM. You can create call lists with relevant contacts in Freshworks CRM and share these lists with relevant team members in Zoho People. You can save time by working on fewer applications when all your contacts are in one place.
Zoho People and Freshworks CRM are both online customer relationship management software that helps you to manage your business more effectively. You can integrate Zoho People with Freshworks CRM using Zapier to access contact information in one place, save time and effort by working on fewer applications and also share contact information between these two applications.
The process to integrate Zoho People 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.