Customerly Freshworks CRM Integración mediante agentes de IA
Appy Pie Automate le permite integrar Customerly con Freshworks CRM usando agentes de IA
- No se requiere tarjeta de crédito
- Prueba gratuita de 7 días
- Instalación rápida como un rayo
Simplifique la integración de Customerly Freshworks CRM con una configuración perfecta
Configure fácilmente la integración de Customerly Freshworks CRM sin codificación. Comience a automatizar sus flujos de trabajo e integre Customerly con Freshworks CRM hoy mismo.
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Plomo nuevo
Se activa cuando se crea un nuevo cliente potencial.
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Nuevo usuario
Se activa cuando se crea un nuevo usuario.
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Nuevo nombramiento
se activa cuando se crea una nueva cita.
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Nueva tarea completada
Se activa cuando se completa una tarea.
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Nuevo contacto
Se activa cuando se crea un nuevo contacto.
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Nuevo trato
Se activa cuando se crea una nueva operación.
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Nueva tarea
Se activa cuando se crea una nueva tarea.
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Añadir etiqueta de usuario
Adjuntar una etiqueta a un usuario o cliente potencial existente.
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Crear o actualizar un cliente potencial
Crea o actualiza un cliente potencial.
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Crear o actualizar usuario
Crea o actualiza un nuevo usuario.
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Añadir cita
Añade una cita.
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Crear una cuenta
Crea una cuenta.
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Crear contacto
Crea un contacto.
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Crear acuerdo
Crea un acuerdo.
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Crear nota
Crea una nota.
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Crear tarea
Crea una tarea.
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Actualizar Contacto
Actualiza un contacto existente.
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Plomo nuevo
Se activa cuando se crea un nuevo cliente potencial.
-
Nuevo usuario
Se activa cuando se crea un nuevo usuario.
-
Nuevo nombramiento
se activa cuando se crea una nueva cita.
-
Nueva tarea completada
Se activa cuando se completa una tarea.
-
Nuevo contacto
Se activa cuando se crea un nuevo contacto.
-
Nuevo trato
Se activa cuando se crea una nueva operación.
-
Nueva tarea
Se activa cuando se crea una nueva tarea.
-
Añadir etiqueta de usuario
Adjuntar una etiqueta a un usuario o cliente potencial existente.
-
Crear o actualizar un cliente potencial
Crea o actualiza un cliente potencial.
-
Crear o actualizar usuario
Crea o actualiza un nuevo usuario.
-
Añadir cita
Añade una cita.
-
Crear una cuenta
Crea una cuenta.
-
Crear contacto
Crea un contacto.
-
Crear acuerdo
Crea un acuerdo.
-
Crear nota
Crea una nota.
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Crear tarea
Crea una tarea.
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Actualizar Contacto
Actualiza un contacto existente.
Cómo funcionan las integraciones Customerly y Freshworks CRM
Siga los pasos a continuación para comenzar a configurar sus integraciones Customerly usando Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose a trigger app you want, select event, authenticate & successfully Test
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Step 2: Select Action
After Completing Trigger test Continue to Select “Action App” from the list.
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Step 3: Authenticate
Select a resulting action from the Action Event list & authenticate your Action App.
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Step 4: Set-up & Test
Select the data you want to send from Trigger to Action & Your Connect is ready!
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Customerly es una solución de gestión del ciclo de vida del cliente para organizaciones orientadas al cliente que les ayuda a gestionar las relaciones con los clientes, prestar asistencia, recopilar comentarios y automatizar operaciones como el marketing por correo electrónico y el enrutamiento de solicitudes.
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Freshworks CRM es una plataforma de software impulsada por IA que utiliza una visión de 360 grados de sus clientes para puntuar los clientes potenciales.
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The integration between Customerly 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 Customerly 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 Customerly 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 Customerly -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 Customerly 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.
Popular Templates for Customerly + Freshworks CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
New Lead to Create Contact
Create Contact to Freshworks CRM from New Lead in Customerly
New Lead to Create Note
Create Note to Freshworks CRM from New Lead in Customerly
New Lead to Add Appointment
Add Appointment in Freshworks CRM when New Lead is created in Customerly
New Lead to Update Contact
Update Contact in Freshworks CRM when New Lead is created in Customerly
New Lead to Create Task
Create Task to Freshworks CRM from New Lead in Customerly
New Lead to Create Deal
Create Deal to Freshworks CRM from New Lead in Customerly
New Lead to Create Account
Create Account to Freshworks CRM from New Lead in Customerly
New User to Create Account
Create Account to Freshworks CRM from New User in Customerly
New User to Add Appointment
Add Appointment in Freshworks CRM when New User is created in Customerly
New User to Create Task
Create Task to Freshworks CRM from New User in Customerly
New User to Update Contact
Update Contact in Freshworks CRM when New User is created in Customerly
New User to Create Contact
Create Contact to Freshworks CRM from New User in Customerly
New User to Create Note
Create Note to Freshworks CRM from New User in Customerly
New User to Create Deal
Create Deal to Freshworks CRM from New User in Customerly
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