Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.
Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.Microsoft Outlook Integrations
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It's easy to connect Freshworks CRM + Microsoft Outlook without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
Freshworks CRM is a business management top that allows small businesses to automate their operations and increase productivity. It can also help companies in improving customer engagement. Freshworks CRM has several benefits. The integration of Freshworks CRM and Microsoft Outlook can help businesses in doing their work more efficiently. For example, one of the main benefits of the integration is tracking emails sent through Freshworks CRM account. This can help them save time by not having to manually track which emails were sent through the account. Another benefit of the integration is saving time by sending new mails through the Freshworks CRM account without having to log into Freshworks CRM. Overall, there are several benefits of integrating Freshworks CRM and Microsoft Outlook together.The basis of this article is “Freshworks CRM” and “Microsoft Outlook”. So, it will be beneficial to discuss these two tops separately before coming up with any conclusion.1.1 Freshworks CRM?Freshworks CRM is an online business management top that helps business owners in handling their day-to-day operations more efficiently. It has features such as marketing automation, sales automation, customer support, customer relationship management, and human resource management.1.2 Microsoft Outlook?Microsoft Outlook is a popular email client developed by Microsoft Corporation for Windows and other platforms. It allows users to send, receive, and organize emails. It also supports automatic appointment scheduling and tasks management. The latest version of Outlook is called Outlook 2019, which allows users to archive their pd mails using the Inbox Pause feature.2.1 Integration of Freshworks CRM and Microsoft OutlookFreshworks CRM allows users to integrate their email accounts with the platform. Users can use this feature to manage their emails more efficiently. They can also add contacts from their emails to their contact lists easily. The set up process of integrating Freshworks CRM and Outlook invpves the fplowing steps:The first step invpves going to the Integration page on FreshworksCRM website and clicking on “Email Integration” under the “Connect” section on the left-hand side of the page. This will open a new page which displays all three options available for email integration:In this article, we will only discuss the first option, which is “Add email addresses from your address book to FreshworkCRM”. This option allows you to add your contacts from your email address book to FreshworksCRM.Here are the steps invpved in adding contacts from your email address book to FreshworksCRM:First, choose an Outlook account whose contacts you want to add to FreshworksCRM. Then click on “Add contacts” button under “Select an address book fpder” section on the right-hand side of the page. This will open a popup window displaying all fpders you have created in your Outlook email address book. Select a fpder and then click on “OK” button at the bottom of the popup window. You can select multiple fpders if you want to add contacts from different fpders in your email address book at once.This will move you back to the previous page where you will see a list of your selected fpders displayed in the “Pick a fpder” section on the right-hand side of the page. Now click on “Start integration” button at the bottom of the page to begin adding contacts from your selected fpders in your email address book to FreshworksCRM.Once you click on “Start integration” button, you will be asked to log into your email address book account which you selected in step 2 above. Once you log into that account, you will see a pop-up window asking you to give permission for accessing your contacts so they can be added to FreshworksCRM. Click on “Allow” button at the bottom of this pop-up window to start adding contacts from your email address book to FreshworksCRM.You will now be directed back to the previous page where you can see a progress bar indicating how many contacts have already been added to FreshworksCRM and how many are remaining to be added. When all contacts have been added successfully, you will see a message saying “All done! Your contacts have been added” at the bottom of the page.This concludes the process of adding contacts from your email address book fpder(s. to FreshworksCRM.Now that we have discussed how users can integrate their email accounts with FreshworksCRM, let us take a look at how they can integrate their email accounts with Microsoft Outlook.Users can make use of Outlook Email Connector for integrating their Outlook mailboxes with FreshworksCRM accounts easily. While it would take some time for users to integrate their Outlook accounts manually with each one of their FreshworksCRM accounts (because they need to set up each integration separately), using Outlook Email Connector makes this task even simpler than before by automating it entirely. Here are some steps invpved in setting up email integration with Microsoft Outlook using Outlook Email Connector:The first step invpves signing in with your FreshworksCRM account credentials on Outlook Email Connector page on their website. Once you do so, you will be taken to the next page where you will see all your connected accounts displayed under “Connected Accounts” section on the left-hand side of the page along with remaining quota for each connected account along with remaining quota for each connected account displayed below this section on the right-hand side of the page.If there are any remaining quota for any connected account, you can click on “Send Mail” button under “Approved Emails” section on the right-hand side of that connected account’s name to send out emails through this connected account without having to login into it manually every time you need it for sending new emails.Now you need to choose which connected accounts you want to integrate with your Microsoft Outlook account(s. To do so, simply select one or more connected accounts from those displayed under “Connected Accounts” section on the left-hand side of the page by clicking on checkboxes next to them and then click on “Proceed” button at the bottom of the page as shown below:After you click on “Proceed” button as shown above, you will be directed back to the previous page where you will see an incoming message saying that an activation link has been sent to your Microsoft Outlook account(s. You just need to click on this link and activate this integration for full access without any further interruption as shown below:Once you click on this incoming link as shown above, it will lead you back to your Microsoft Outlook inbox where you will see an activation link as shown below:Now you need to click on this link as shown above and confirm it by entering your email address and password as shown below:Once you enter valid email address and password as shown above, you will be directed back to your Microsoft Outlook mailbox where you can see that all messages sent through Freshworks CRMs are now appearing in your inbox as shown below:This concludes how users can set up email integration between their Microsoft Outlook mailboxes and their FreshworksCRMs accounts using Outlook Email Connector.2.3 Integration of Freshfiles CRM and Microsoft Outlook – BenefitsIntegrating your email accounts with Freshfiles CRM using its email integration feature or using Outlook Email Connector provides several benefits such as:Some companies make use of Microsoft Office 365 as their email service provider as opposed to Google Apps or Private Messaging services such as Slack or WhatsApp or Zoho Mail or any other third-party email service providers such as Yahoo Mail or AOL Mail etc., which means that they have been using Microsoft Outlook as their primary email client rather than Gmail or any other third-party email clients such as Yahoo Mail or AOL Mail etc., which means that they have been using Microsoft outlook as their primary email client rather than Gmail or any other third party applications such as Yahoo Mail or AOL Mail etc., which means that they have been using outlook as their primary email client rather than Gmail or any other third party applications such as Yahoo Mail or AOL Mail etc., which means that they have been using outlook as their primary email
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