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Gmail Freshworks CRM Integration using AI Agents

Appy Pie Automate allows you to Integrate Gmail with Freshworks CRM using AI Agents

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
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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.

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:

  1. Steps

    Step 1: Select Trigger

    Choose Gmail as the trigger app, select event, authenticate & successfully Test

  2. Steps

    Step 2: Select Action

    After completing the trigger test, select Freshworks CRM as the action app from the list.

  3. Steps

    Step 3: Authenticate

    Connect your Freshworks CRM account & authenticate it.

  4. Steps

    Step 4: Setup & Test

    Select the data you want to send from Gmail to Freshworks CRM & your AI Agent is ready!

Popular Templates for Gmail and Freshworks CRM Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Gmail Integration
  • Freshworks CRM Integration

Create Contact to Freshworks CRM from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Contact

Use template for free
  • Gmail Integration
  • Freshworks CRM Integration

Create Task to Freshworks CRM from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Task

Use template for free
  • Gmail Integration
  • Freshworks CRM Integration

Create Deal to Freshworks CRM from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Deal

Use template for free
  • Gmail Integration
  • Freshworks CRM Integration

Update Contact in Freshworks CRM when New Attachment is created in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Update Contact

Use template for free
  • Gmail Integration
  • Freshworks CRM Integration

Create Note to Freshworks CRM from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Note

Use template for free

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Frequently Asked Questions

Page reviewed by Abhinav Girdhar  | Last Updated on December 1, 2024, 6:04 am

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