Integrating Airtable(Outh v2) with Freshworks CRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Airtable(Outh v2) and Freshworks CRM

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About Airtable(Outh v2)

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Integrations for Freshworks CRM
Connect Airtable(Outh v2) + Freshworks CRM in easier way

It's easy to connect Airtable(Outh v2) + Freshworks CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • 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 Record

    Creates a new record with auto-populating fields

  • Update Record

    Update the values of specific cells in an Airtable record.

  • 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 Airtable(Outh v2) & Freshworks CRM Integrations Work

  1. Step 1: Choose Airtable(Outh v2) as a trigger app and authenticate it on Appy Pie Automate.

    (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 Airtable(Outh v2) to Freshworks CRM.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:24 am
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