Integrating Freshworks CRM with CheckMarket by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Freshworks CRM and CheckMarket

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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.

About CheckMarket

CheckMarket is an enterprise survey platform that will assist you and your team in creating and implementing effective and engaging surveys as well as providing you with relevant and actionable data.

Integrations for CheckMarket
Connect Freshworks CRM + CheckMarket in easier way

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

  • Triggers
  • 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.

  • New Complete Respondent

    Triggers when a respondent has completed a survey.

  • New Partial Respondent

    Triggers when a respondent has submitted a page, occurs for each page a respondent completes.

  • Panelist Unsubscribed

    Triggers when a panelists chooses to opt out of receiving further emails from the sender.

  • 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.

  • Send Survey Invitation

    Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.

How Freshworks CRM & CheckMarket Integrations Work

  1. Step 1: Choose Freshworks CRM 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 CheckMarket 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 Freshworks CRM to CheckMarket.

    (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, 2:22 am
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