Integrating uProc with Freshworks CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between uProc and Freshworks CRM
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uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.
About Freshworks CRM
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
Integrations for Freshworks CRMIt's easy to connect uProc + Freshworks CRM without coding knowledge. Start creating your own business flow.
- Triggers
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New Appointmenttrigger 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.
- Actions
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Select ToolSelect a tool to perform verification or enrichment
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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.
How uProc & Freshworks CRM Integrations Work
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Step 1: Choose uProc as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshworks CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from uProc to Freshworks CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.