Gmail Freshworks CRM Integration using AI Agents
Appy Pie Automate allows you to Integrate Gmail with Freshworks CRM using AI Agents
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- 7 days free trial
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Simplify Gmail Freshworks CRM Integration with seamless setup
Easily set up Gmail Freshworks CRM Integration without coding. Start automating your workflows and Integrate Gmail with Freshworks CRM today.
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New Attachment
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
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New Email
Triggers when a new e-mail appears in the specified mailbox.
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New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
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New Labeled Email
Triggers when you receive a new email in a label.
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New Starred Email
Triggers everytime you receive a new email and Starmark it within two days.
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New Thread
Triggers every time a new thread starts.
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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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Create Draft
Draft a new email message(but don't send).
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Create Label
Creates a new label.
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Send Email
Draft a new email message & send it.
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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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New Attachment
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
-
New Email
Triggers when a new e-mail appears in the specified mailbox.
-
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
-
New Labeled Email
Triggers when you receive a new email in a label.
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New Starred Email
Triggers everytime you receive a new email and Starmark it within two days.
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New Thread
Triggers every time a new thread starts.
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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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Create Draft
Draft a new email message(but don't send).
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Create Label
Creates a new label.
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Send Email
Draft a new email message & send it.
-
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.
How Gmail and Freshworks CRM Integrations Work
Follow the steps below to start setting up your Gmail integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Gmail as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Freshworks CRM as the action app from the list.
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Step 3: Authenticate
Connect your Freshworks CRM account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Gmail to Freshworks CRM & your AI Agent is ready!
Choose the app you want to Integrate with Gmail and Freshworks CRM
- Gmail Telegram
- Gmail ChatGPT
- Gmail MINDBODY
- Gmail Google Sheets
- Gmail Wave
- Gmail Webhooks By Automate
- Gmail Google Tasks
- Gmail Discord
- Gmail Zoho CRM
- Gmail Asana
- Gmail ActiveCampaign
- Gmail Salesforce
- Gmail Office 365
- Gmail Amazon S3
- Gmail Appy Pie App Maker
- 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
Popular Templates for Gmail and Freshworks CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Contact to Freshworks CRM from New Attachment in Gmail
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When this happens:
New Attachment
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Then do this:
Create Contact
Create Task to Freshworks CRM from New Attachment in Gmail
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When this happens:
New Attachment
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Then do this:
Create Task
Create Deal to Freshworks CRM from New Attachment in Gmail
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When this happens:
New Attachment
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Then do this:
Create Deal
Update Contact in Freshworks CRM when New Attachment is created in Gmail
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When this happens:
New Attachment
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Then do this:
Update Contact
Create Note to Freshworks CRM from New Attachment in Gmail
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When this happens:
New Attachment
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Then do this:
Create Note
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
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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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The integration between Gmail and Freshworks CRM 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 Gmail and Freshworks CRM. 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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While assessing the security of integrating Gmail with Freshworks CRM, 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 Gmail-Freshworks CRM 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 Gmail and Freshworks CRM 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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