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Freshworks CRM + Google Docs Integrations

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

About Freshworks CRM

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

About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

Google Docs Integrations
Google Docs Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Freshworks CRM and Google Docs Integrations

  • Freshworks CRM Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    When this happens...
    Freshworks CRM 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
  • Freshworks CRM Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM 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
  • Freshworks CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM 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
  • Freshworks CRM GoToWebinar

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

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

    Triggers
  • 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.

  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

    Actions
  • 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 Freshworks CRM & Google Docs Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Freshworks CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Google Docs as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Google Docs with Appy Pie Connect.

    (2 minutes)

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

Integration of Freshworks CRM and Google Docs

  • Freshworks CRM is a cloud contact management service that helps businesses manage customer interactions in real time. It helps to organize sales, marketing, support and operations through an integrated platform.
  • Google Docs is a suite of online word processing, spreadsheet and presentation programs that allows users to create and edit documents using a web browser. It features synchronizing files between multiple computers and mobile devices, offline access, the ability to work with other people in real time on shared documents, and integration with other Google products such as Gmail, Google Drive, Google Calendar, Google Sites, Google News etc.

Integration of Freshworks CRM and Google Docs

It's easy to integrate Freshworks CRM with Google Docs. With the integration of both these applications, you can get to know your customers better. You can send personalized emails to them depending on their activities. If you are using the same email client for sending emails to your customers then there is no need of integration. However, if you are not using the same email client for sending emails to your customers, then you must integrate Freshworks CRM application with Google Docs. This integration will help you to connect the two email clients so that you can send personalized emails to your clients. While sending personalized emails to your clients, you should be careful about what kind of information should be included in the email template while sending emails to your customers.

You can either create the email template manually or you can use the email template generators available in the internet. Email template generators are useful when it comes to creating email templates. They allow you to create attractive email templates within a short span of time. The best part about these email template generators is that they allow you to customize your email templates even further after they have been created.

Benefits of Integration of Freshworks CRM and Google Docs

  • You can send personalized emails to customers based on their activities:

This integration will help you send customized emails to your customers based on their activities. If they buy a product from your website, you can send them emails related to the product they purchased or send them newsletters related to your products or services. You can also send them emails thanking them for visiting your website and including some discount coupons in order to encourage them to keep visiting your website again and again. If they purchased one product from your website but didn't purchase another product from your website, then you can send them emails reminding them about the second product and asking them whether they would like to purchase it or not. You can also ask them why they didn't purchase that product from your website. Based on their answers, you can make some changes in your website by adding additional information about those products or by eliminating those products from your website.

  • You can update the details of your contacts:

You can use this integration to update the details of your contacts such as phone numbers, address or name of family members etc. You can also update their social media accounts by entering their social media credentials into Freshworks CRM application. These credentials include Facebook login credentials, Twitter login credentials, LinkedIn login credentials etc. By entering their social media credentials into Freshworks CRM application, you will be able to see what they have been posting on their social media accounts and you will also be able to post comments on their social media accounts from Freshworks CRM application itself. This way you won't have to log out from Freshworks CRM application and visit their social media pages separately in order to leave comments on their social media posts. You can also reply directly from Freshworks CRM application without having to go directly to their social media pages. You can also check all their social media updates on a single page on which a feed containing their latest social media updates will be displayed. This way you don't have to visit each of their social media accounts separately in order to check their updates.

The process to integrate Freshworks CRM and Google Docs 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.