?>

Zoho Sheet + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Trusted by 10 Million+ Customers

Highest Rated & Award Winning App Integration

About Zoho Sheet

Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.

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 Sheet + Freshworks CRM

  • Zoho Sheet Freshworks CRM

    Zoho Sheet + Freshworks CRM

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

    Zoho Sheet + Freshworks CRM

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

    Zoho Sheet + Freshworks CRM

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

    Zoho Sheet + Freshworks CRM

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

    Zoho Sheet + Freshworks CRM

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

    Zoho Sheet + {{item.actionAppName}}

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

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

    Triggers
  • New Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

  • 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 Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Sheet & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Sheet and Freshworks CRM

In this article, I will be talking about Zoho Sheet and Freshworks CRM integration. In order to get a better understanding of this topic, there are several things which must be taken into considerations. First off, what is Zoho Sheet It is a web-based spreadsheet application that has been designed to help people in an organization work together more efficiently. The main purpose of Zoho Sheet is to make it easier for businesses to track their data through a secure, cloud based platform.

Zoho also offers a number of other integrated services including Zoho Docs, Zoho Creator, Zoho ShowTime, and Zoho Invoice. Because Zoho Sheet is a web-based platform, it is compatible with all major browsers and operating systems. In fact, Zoho Sheet is available in seven different languages which include English, Spanish, French, German, Japanese, Korean, and Chinese.

Second of all, what is Freshworks CRM According to its website, Freshworks CRM is a web-based customer relationship management software. The software was designed with the idea of helping companies better manage their relationships with both new and existing customers. The main focus of Freshworks CRM is on improving user experience while promoting business growth. This is done through features such as mobile access, real-time updates, and social media integration.

The importance of integrating your CRM spution with your applications can’t be ignored. With the use of Zoho Sheet and Freshworks CRM integration, businesses can streamline their operations while keeping costs low. Here are some of the benefits of this integration:

Better Customer Engagement

Integrating Freshworks CRM with Zoho Sheet gives companies the ability to keep track of their clients’ needs while making them feel like they are getting personalized service. For example, Freshworks CRM can be used to set up mailing lists which send out periodic emails to the customers. These emails can contain information on new products or services which are offered by the business or on sales that are currently running. These communications help the businesses not only reach out to their clients but it also helps them learn more about their client’s needs so they can tailor their business towards meeting those specific needs.

Better Data Analysis

Another great benefit of integrating Zoho Sheet with Freshworks CRM is how it makes it easier for businesses to analyze their data. With Freshworks CRM users are able to store all of their customer related data in one place. This way they don’t have to go through numerous spreadsheets or databases in order to be able to find the data they are looking for. They are also able to easily share information across departments with ease.

Streamline Operations

Lastly, combining Zoho Sheet with Freshworks CRM allows companies an opportunity to streamline their operations while cutting down on costs along the way. This is because everything is all contained in one location which eliminates the need to have multiple employees working on different projects at the same time. For example, when a customer contacts the company about a problem or concern they can easily log into their account and go directly into the Freshworks CRM system. Once there they can then see what previous issues have been brought up by that customer in addition to previous contact history they have had with them. This makes it easier for them to respve the issue since they don’t have to waste time searching for information or trying to find someone who might have dealt with the same problem before.

The process to integrate Zoho Sheet 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.