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Freshworks CRM + Microsoft Excel Integrations

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

About Freshworks CRM

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

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

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

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best Freshworks CRM and Microsoft Excel 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 Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Freshworks CRM New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • Freshworks CRM Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Freshworks CRM New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • Freshworks CRM Google Sheets

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

It's easy to connect Freshworks CRM + Microsoft Excel 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 Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    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.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Freshworks CRM & Microsoft Excel 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 Microsoft Excel as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel 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 Microsoft Excel

Freshworks CRM?

Freshworks CRM is a cloud based platform for small and medium-sized business (SMB. to organize, automate and streamline customer support. It was launched in 2011 and has over 7,000 customers in 120 countries.

Freshworks CRM has three types of plans. Premium, Enterprise and Ultimate.

Premium. $30 per user, per month. It comes with unlimited support team members and support for three teams.

Enterprise. $45 per user, per month. It comes with unlimited support team members and support for five teams.

Ultimate. $60 per user, per month. It comes with unlimited support team members and support for ten teams.

Microsoft Excel?

Excel is a spreadsheet application developed by Microsoft for both Windows and Mac OS X platforms. It features calculation, graphing tops, pivot tables, and a macro programming language called Visual Basic for Applications (VBA. It has been a very popular spreadsheet application for many years.

Integration of Freshworks CRM and Microsoft Excel

In order to integrate Freshworks CRM with Microsoft Excel, you need to download the Microsoft Office Connector from the developer website “https://www.freshsales.com/list.php?v=lwqd8jsyj”. In this example, we have downloaded the connector on Mac OS X Yosemite 10.10.5. After downloading the connector, you can install it on your computer. The first step is to create a connection between Freshworks CRM and Microsoft Excel by clicking on “Connections” under the “Edit” tab as shown below:

In the “Connection Editor” box as shown below, you can select the account from which you want to connect from the drop-down menu as shown below:

In this example, we have chosen the account named “[email protected]” as shown below:

The next step is to choose the table that you want to link to Excel by clicking on the “Tables” tab in the right panel as shown below:

In this example, we have selected all tables that come within the scope of “Freshdesk Support” as shown below:

Once your selection process is done, you can click on “OK” to save your selection. That’s it! You are ready to view all data in Microsoft Excel! Let us take a look at our sample chart in Microsoft Excel after integrating Freshworks CRM with Microsoft Excel. Below is our sample chart in Microsoft Excel after integrating Freshworks CRM with Microsoft Excel:

Note that when you drag the chart to another location or resize it in Microsoft Excel, you will see that it still reflects real-time data from Freshworks CRM! This integration is useful when you want to visualize your data in Microsoft Excel like in this case!

The process to integrate Freshworks CRM and Microsoft Excel 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.