Freshworks CRM Microsoft Teams Integration using AI Agents
Appy Pie Automate allows you to Integrate Freshworks CRM with Microsoft Teams using AI Agents
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Simplify Freshworks CRM Microsoft Teams Integration with seamless setup
Easily set up Freshworks CRM Microsoft Teams Integration without coding. Start automating your workflows and Integrate Freshworks CRM with Microsoft Teams today.
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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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New Chat
Trigger every time a new chat is created.
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New Chat Message
Trigger every time a new chat message is created.
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New Meeting
Trigger every time a new meeting is created.
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New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
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New Reply Message
Triggers when a new reply message is posted to a specific #channel you choose.
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New Team
Trigger every time a new team is created.
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New User
Trigger every time a new user is added in the group's user list.
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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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Add Member
Add new member in a group.
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Create Channel
Creates a new channel.
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Create Chat
Creates a new chat.
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Create Meeting
Create a meeting
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Delete User
Delete an user from an Ms Team group.
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Send Channel Messages
Post a new message to a channel you choice.
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Send Chat Message
Send Chat Message.
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Thread Message Reply
Create message reply
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New Appointment
trigger when new appointment created.
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New Completed Task
Trigger when any task gets completed.
-
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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New Chat
Trigger every time a new chat is created.
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New Chat Message
Trigger every time a new chat message is created.
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New Meeting
Trigger every time a new meeting is created.
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New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
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New Reply Message
Triggers when a new reply message is posted to a specific #channel you choose.
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New Team
Trigger every time a new team is created.
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New User
Trigger every time a new user is added in the group's user list.
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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.
-
Update Contact
Updates an existing contact.
-
Add Member
Add new member in a group.
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Create Channel
Creates a new channel.
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Create Chat
Creates a new chat.
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Create Meeting
Create a meeting
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Delete User
Delete an user from an Ms Team group.
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Send Channel Messages
Post a new message to a channel you choice.
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Send Chat Message
Send Chat Message.
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Thread Message Reply
Create message reply
How Freshworks CRM and Microsoft Teams Integrations Work
Follow the steps below to start setting up your Freshworks CRM integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Freshworks CRM as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Microsoft Teams as the action app from the list.
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Step 3: Authenticate
Connect your Microsoft Teams account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Freshworks CRM to Microsoft Teams & your AI Agent is ready!
Choose the app you want to Integrate with Freshworks CRM and Microsoft Teams
- Freshworks CRM Microsoft Outlook
- Freshworks CRM LinkedIn
- Freshworks CRM Zoho Creator
- Freshworks CRM Office 365
- Freshworks CRM Google Calendar
- Freshworks CRM MailChimp
- Freshworks CRM Zendesk
- Freshworks CRM Slack
- Freshworks CRM QuickBooks Online
- Freshworks CRM Dropbox
- Freshworks CRM Typeform
- Freshworks CRM Zendesk Sell
- Freshworks CRM Zoho Mail
- Freshworks CRM Gmail
- Freshworks CRM HubSpot
- Microsoft Teams Zoom
- Microsoft Teams MINDBODY
- Microsoft Teams Adobe Acrobat Sign
- Microsoft Teams GoHighLevel
- Microsoft Teams Notion
- Microsoft Teams Adobe Connect
- Microsoft Teams MailChimp
- Microsoft Teams Tableau
- Microsoft Teams monday.com
- Microsoft Teams HubSpot
- Microsoft Teams Power BI
- Microsoft Teams Qlik Sense
- Microsoft Teams SharePoint
- Microsoft Teams Zoho CRM
- Microsoft Teams Autotask
Popular Templates for Freshworks CRM and Microsoft Teams Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Delete user in Microsoft Teams when New Appointment is created in Freshworks CRM
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When this happens:
New Appointment
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Then do this:
Delete user
Add Member in Microsoft Teams 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 Member
Send Chat Message in Microsoft Teams 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 Chat Message
Add Member in Microsoft Teams when New Task is created in Freshworks CRM
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When this happens:
New Task
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Then do this:
Add Member
Create Meeting to Microsoft Teams from New Task in Freshworks CRM
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When this happens:
New Task
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Then do this:
Create Meeting
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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What Is 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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What Is Microsoft Teams?
Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.
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How Freshworks CRM and Microsoft Teams Integrations Work?
The integration between Freshworks CRM and Microsoft Teams is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Freshworks CRM and Microsoft Teams. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between Freshworks CRM and Microsoft Teams secure?
While assessing the security of integrating Freshworks CRM with Microsoft Teams, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Freshworks CRM-Microsoft Teams integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Freshworks CRM and Microsoft Teams integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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What are AI Agents?
AI Agents in Appy Pie Automate are smart tools designed to streamline workflows by automating repetitive tasks. They work on a trigger-action model, where a specific trigger event performs a predefined action . For example, receiving an email (trigger) can automatically save an attachment to cloud storage (action). These agents connect different apps, enabling easy data transfer and efficient task management. They help save time, reduce manual work, and boost productivity with minimal effort.
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