Integrating Braintree with Freshworks CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Braintree and Freshworks CRM
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.
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 CRMIt's easy to connect Braintree + Freshworks CRM without coding knowledge. Start creating your own business flow.
- Triggers
-
New CustomerTriggers when you add a new customer.
-
New Transaction
Triggers when you add a new transaction.
-
New Appointmenttrigger 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 Customer
Create a new customer.
-
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 Braintree & Freshworks CRM Integrations Work
-
Step 1: Choose Braintree as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Freshworks CRM as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Braintree to Freshworks CRM.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.