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Automate Integrations For Freshworks CRM With AI Agents and Assistants

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About Freshworks CRM

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

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Here is a list of Freshworks CRM Triggers and Actions

  • 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.

  • Find or Create Contact

    Finds a contact.

  • Find Deal

    Finds a deal.

How to Integrate Freshworks CRM with Appy Pie Automate

Follow the steps below to start integrating Freshworks CRM using Appy Pie Automate:

  1. Go to Appy Pie Automate

  2. Create an account or login if you already have an account

  3. Search for the Freshworks CRM App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Freshworks CRM account API key

  6. Your Freshworks CRM app is now ready to integrate hundreds of apps supported on Appy Pie Automate.

  • Integration for Freshworks CRM

Step By Step Guide For Creating Integrations For Freshworks CRM

  1. To integrate Freshworks CRM at Appy Pie Automate, search and select the app from the app directory available at Connect. Now, select the service required and click the Continue button to move ahead with the integration.

  2. Click Connect an Account and enter the API Key, Domain of your registered Freshworks CRM account in the popup form at Appy Pie Automate. Click Yes, Continue after filling in all the details.

  3. Click Continue to reconfirm the integrated Freshworks CRM account at Appy Pie Automate.

Common Issues With Freshworks CRM At Appy Pie Automate

For now, there is no common issue related to the integration of Freshworks CRM at Appy Pie Automate. Kindly contact our support team online to get more information.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:20 am

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