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Customerly + Freshworks CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and Freshworks CRM

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best Customerly and Freshworks CRM Integrations

  • Customerly Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    When this happens...
    Customerly New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • Customerly Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    When this happens...
    Customerly New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • Customerly GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    Customerly New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • Customerly GoToWebinar

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    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
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Connect Customerly + Freshworks CRM in easier way

It's easy to connect Customerly + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Customerly & Freshworks CRM Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshworks CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshworks CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Freshworks CRM

Customerly

Customerly is a CRM that helps organizations improve their customer relationship management. It integrates with Freshworks CRM and also has a dedicated app for iOS and Android. It helps in tracking the data of each and every customer, managing your sales pipeline, assisting in generating reports, set reminders, create campaigns, etc.

Freshworks CRM

Freshworks is an integrated suite of service management tops that help companies to offer better customer experience to their clients. It offers features like customer support software, sales software, marketing software, etc. Freshworks CRM is focused on helping companies manage their customers’ interactions in the best possible manner.

Integration of Customerly and Freshworks CRM

Customerly’s integration with Freshworks allow you to access all your customer information from one place. It allows you to integrate the Freshdesk customer support software along with Freshdesk Sales software. This integration will help you track your leads, manage your contacts, automate your workflows, etc. You can get started by simply signing up for either system or both.

Benefits of Integration of Customerly and Freshworks CRM

The benefits of integration of Customerly and Freshworks CRM are listed below:

  • Easy to use interface. Customerly’s user-friendly interface allows you to get started quickly. It also enables easy cplaboration between multiple users. You can easily add, edit or remove tasks.
  • Marketing Automation. Using the automated marketing features of Customerly, you can easily send personalized emails to leads, engage leads in social media, schedule newsletters for leads, etc. Customerly also has analytics features which help you create effective campaigns for leads based on their demographics, behavior patterns, etc. You can also use these analytics to learn about your audience and make sure they are happy with your products and services.
  • Seamless integration with Freshdesk. It allows you to assign tickets to specific users based on the ticket tags. So if the user is not available at the moment, then the ticket will be assigned to another team member who can work on it further. Once the task is completed, you can view all the comments made by other team members on the same screen. It also allows you to search tickets based on certain criteria. The integration also brings in features like email notifications for new tickets, churn alerts, your team’s activity stream, etc. You can also connect your Freshdesk account with your Freshservice account so that you have a single view of all your tasks.

Integration of Customerly and Freshworks CRM helps in improving the quality of customer service provided by your company as well as helps in generating better leads and increasing sales.

The process to integrate Customerly and Freshworks CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.