Freshworks CRM Integrations, Integrate Freshworks CRM using AI Agents
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Gain full visibility into your prospects, opportunities, teams, accounts, campaigns, and contact activities by leveraging Freshworks CRM integrations with Appy Pie Automate.
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Choose the app you want to Integrate with Freshworks CRM
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- Zoom
- Premium Amazon SQS
- Premium Microsoft Dynamics 365 Business Central
- Microsoft Exchange
- Shippo
- Premium MailChimp Ecommerce
- Etsy
- Basecamp Classic
- Xendit
- Deskpro
- Loyverse
- kanban Tool
- Basin
- Getform
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- SMTP by Automate
- Netlify
- IMAP by Automate
- AWeber
- Arthur Online
- CheckMarket
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- Mixpanel
- MongoDB
- Nimble
- Acuity Scheduling
- Teachable
- OnceHub
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- Gravity Forms
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- Daylite
- WordPress Quiz Maker
- Keap
- monday.com
- AerisWeather
Here is a list of Freshworks CRM Triggers and Actions available for Freshworks CRM integrations
Explore the various ways you can integrate with Freshworks CRM and automate your workflow by leveraging these Triggers and Actions.
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New Appointment
trigger when new appointment created.
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New Completed Task
Trigger when any task gets completed.
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New Contact
Trigger when new contact is created.
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New Deal
Trigger when new deal created.
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New Task
Trigger when new task created.
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Add Appointment
Add an appointment.
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Create Account
Create an account.
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Create Contact
Creates a contact.
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Create Deal
Creates a deal.
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Create Note
Creates a note.
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Create Task
Creates a task.
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Update Contact
Updates an existing contact.
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Find or Create Contact
Finds a contact.
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Find Deal
Finds a deal.
How to Set Up Freshworks CRM Integrations
Follow the steps below to start setting up your Freshworks CRM integrations using Appy Pie Automate:
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Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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Step 2: Select App
Select the Freshworks CRM in the App directory and select your desired trigger event.
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Step 3: Connect Account
Connect your Freshworks CRM account & authenticate it.
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Step 4: Trigger Ready
Your Freshworks CRM is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Freshworks CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create GoToWebinar registrants when new contacts are created in Freshworks CRM
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When this happens:
New Contact
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Then do this:
Create Registrant
Create contacts in Google Contacts from new Freshworks CRM contacts
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When this happens:
New Contact
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Then do this:
Create or Update Contacts
Send Slack channel messages for new accounts in Freshworks CRM
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When this happens:
New Account
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Then do this:
Send Channel Message
Create Label to Gmail from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create Label
Update Spreadsheet Row in Google Sheets when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Update Spreadsheet Row
Create Detailed Event to Google Calendar from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create Detailed Event
Create Board to Trello from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create Board
Complete Checklist Item in Card in Trello when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Complete Checklist Item in Card
Add Checklist to Card in Trello when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Add Checklist to Card
Move Card to List in Trello when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Move Card to List
Remove Label from Card in Trello when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Remove Label from Card
Archive Card in Trello when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Archive Card
Create File from Text to Google Drive from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create File from Text
Create Task to Todoist from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create Task
Invite User to Project in Todoist when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Invite User to Project
Create Page Photo to Facebook Page from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create Page Photo
Set Channel Topic in Slack when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Set Channel Topic
Send SMS in Twilio when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Send SMS
Create Module Entry to Zoho CRM from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create Module Entry
Create Contact to Zoho Books from New Appointment in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Create Contact
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
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When evaluating the security of Freshworks CRM's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Freshworks CRM and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Freshworks CRM's integrations, ensuring a robust and protected environment.
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