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HubSpot CRM + Freshdesk Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Freshdesk

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best HubSpot CRM and Freshdesk Integrations

  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • HubSpot CRM Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • HubSpot CRM HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    HubSpot CRM Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • HubSpot CRM HubSpot CRM

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    When this happens...
    HubSpot CRM {{item.triggerTitle}}
     
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Connect HubSpot CRM + Freshdesk in easier way

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    Actions
  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How HubSpot CRM & Freshdesk Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select Freshdesk as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshdesk with Appy Pie Connect.

    (2 minutes)

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

Integration of HubSpot CRM and Freshdesk

HubSpot CRM?

HubSpot CRM is a competitive advantage platform. It helps to build business relationships with the clients and helps to create strategies for marketing and sales. The HubSpot CRM has its own feature that makes it better than any other CRM which include:

“Co-browsing”. This feature enables the sales team to see what their customer is seeing in real-time. It has built-in video conferencing and screen sharing features.

“Lead Scoring”. Lead scoring helps to prioritise leads and deal with top priorities first.

“Content Organization”. It allows you to organise your content using ‘Smart Lists’.

“Email Marketing”. You can design email templates, schedule, and send them to the customers automatically.

“Analytics”. You can track your business metrics like visitor interaction, traffic sources, engagement, and more.

The product comes with a 14-day free trial. The paid plans start at $199/month for 25 users. They also offer a free plan for 10 contacts and 10,000 monthly emails. For more information, check out hubspot.com/crm/pricing.html .

Freshdesk?

Freshdesk is a cloud-based customer support software that offers real-time customer support without emailing back and forth. It lets you manage your support tickets and replies via browser or mobile app. It is designed to help teams provide excellent customer service experience across multiple channels.

Key Features of Freshdesk:

Customer Support. Freshdesk lets you create groups, add customers to those groups, assign agents to manage these groups, and track the performance of these agents. You can either reply to each ticket individually or use the canned response feature if you are not able to respond immediately. You can also share tickets with other agents for cplaboration. Freshdesk also lets you cplect customer feedback through surveys. You can monitor the status of each ticket from a single dashboard. When a ticket is created, it will go through the fplowing workflow. Unassigned – Nobody has assigned to this ticket yet Not Started – The ticket has been assigned but not started Work In Progress – An agent is working on the ticket Respved – The ticket has been respved by an agent Closed – Ticket has been closed Tickets can be reopened as well.

Chat. Freshdesk enables you to add live chat functionality in your website or app so that your visitors can talk directly to your agents instead of filling up a support form. If you are facing issues while adding live chat to your website, refer to the fplowing document. https://support.freshsales.com/hc/en-us/articles/115003877495 .

Knowledge Base. Freshdesk lets you create FAQs and detailed manuals for your customers so they don’t have to fill up support forms whenever they have issues with your product.

Social Media Integration. Freshdesk has integrations with Facebook, Twitter, and Google+. You can manage all comments and mentions across social media channels from one place using Freshdesk.

Help Desk Integration. Freshdesk has integrations with several popular help desk sputions like Zendesk, Jira, ActiveCplab, and Bitrix24 (more integrations coming soon. Freshdesk also lets you create hotspots on your site that direct users to fill up forms on your help desk spution when they click on them.

Email Integration. Freshdesk has built-in email integration so you don’t have to login into your mail client each time someone leaves you an email. You can integrate your Gmail account with Freshdesk, read all incoming emails from Gmail inside Freshdesk, and reply to them from Freshdesk without logging into Gmail. To learn how to do this, refer to the fplowing document. https://support.freshsales.com/hc/en-us/articles/202998297-How-to-integrate-Freshdesk-with-Google-Apps .

The process to integrate HubSpot CRM and Filter By Connect 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.