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Zoho Writer + Freshworks CRM Integrations

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

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

Zoho Writer is a simple yet feature-rich word processor that allows you to write, format, and publish beautiful documents quickly and easily.

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 Writer + Freshworks CRM

  • Zoho Writer Freshworks CRM

    Zoho Writer + Freshworks CRM

    Create Contact from Freshworks CRM from Published Document to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Freshworks CRM Create Contact
  • Zoho Writer Freshworks CRM

    Zoho Writer + Freshworks CRM

    Create Note from Freshworks CRM from Published Document to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Freshworks CRM Create Note
  • Zoho Writer Freshworks CRM

    Zoho Writer + Freshworks CRM

    Create Account from Freshworks CRM from Published Document to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Freshworks CRM Create Account
  • Zoho Writer Freshworks CRM

    Zoho Writer + Freshworks CRM

    Add Appointment in Freshworks CRM when Published Document is added to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Freshworks CRM Add Appointment
  • Zoho Writer Freshworks CRM

    Zoho Writer + Freshworks CRM

    Create Task from Freshworks CRM from Published Document to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Freshworks CRM Create Task
  • Zoho Writer {{item.actionAppName}}

    Zoho Writer + {{item.actionAppName}}

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

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

    Triggers
  • Favourite Document

    Triggers when a document is marked as favourite

  • New Document

    Triggers when a new documents has been created

  • Published Document

    Triggers when document is published to the web

  • 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 Document

    Creates a new document from text.

  • 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 Writer & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Writer and Freshworks CRM

Zoho Writer

Zoho Writer is a cloud-based word processor that allows you to create professional looking documents. It provides the tops you need to create, edit, format and share your content. Zoho Writer also comes with features that help you work faster and smarter. These include cplaboration tops that allow you to share your documents with others in real time, version contrp that tracks changes made to a document, and input from natural language search powered by the Zoho Recruiters API. In addition, you can add images, video and audio files to add more visual appeal to your documents. Zoho Writer offers a variety of formatting options including heading styles, fonts and paragraph styles. You can even add comments, footnotes and references to your documents in a snap. Other features in Zoho Writer include a Spell Checker, a Style Guide, a plagiarism checker, a translation top and a publishing top that allows you to publish your document directly to one or multiple websites with just a few clicks.

Freshworks CRM

Freshworks is a customer relationship management software that helps businesses track and manage their sales pipeline. It offers many features such as real-time dashboards, integration with Salesforce and Google Analytics, sales lead tracking and predictive forecasting. Freshworks is available in three packages. Starter, Pro and Enterprise. Each package offers different features for different price points. The Starter package is free and offers most of the features found in the Pro package. There is a 30 day free trial offered for the Pro and Enterprise packages.

Integration of Zoho Writer and Freshworks CRM

Zoho Writer can be integrated with Freshworks CRM via its API connection option. This allows users of Zoho Writer to add information such as contacts, opportunities and deals into their documents. Information such as contact name, company name and email address will be automatically added to the document when data is entered into Freshworks CRM. Since Freshworks CRM has an API connection with Google Analytics, any information sent from Zoho Writer can also be sent to Google Analytics without requiring any additional coding on the part of the user. This enables users of Zoho Writer to view data such as document views and document downloads on their dashboards in Freshworks CRM and Google Analytics respectively.

Benefits of Integration of Zoho Writer and Freshworks CRM

The process to integrate Zoho Writer 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.