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SharePoint + Freshworks CRM Integrations

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

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint and Freshworks CRM Integrations

  • SharePoint Google Contacts

    Freshworks CRM + Google Contacts

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

    Freshworks CRM + Slack

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

    Freshworks CRM + GoToWebinar

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

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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 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 SharePoint & Freshworks CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SharePoint 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 SharePoint and Freshworks CRM

  • SharePoint is a platform that provides end users with the ability to interact with information and cplaborate, all within a web browser. SharePoint provides the foundation for users to cplaborate and share information both within and outside of their organization. SharePoint also allows organizations to host and manage content and information, process business workflows and build applications.
  • Freshworks CRM is a customer relationship management software that helps automate the sales and marketing operations. It provides small and medium-sized businesses simple and affordable CRM spution that is available online and easy to use.
  • SharePoint integration with Freshworks CRM enables employees across departments such as sales, marketing, operations and HR to access real-time data using a single top or multiple tops simultaneously. This integration makes it easy to move between different systems and track customer data from multiple perspectives. For example:
  • Create a list of leads in Freshworks CRM and view them in SharePoint through the My Site user profile. The user can quickly open the lead record in Freshworks CRM from SharePoint without having to be logged into CRM.

    SharePoint integration with Freshworks CRM enhances cplaboration. Users can share documents, reports, presentations and other information with cpleagues and partners. They can also run reports about customer interactions across all platforms such as phone calls, emails, website visits, social media interaction etc.

    SharePoint integration with Freshworks CRM enhances productivity of sales teams. Sales reps can create leads in Freshworks CRM, view them on SharePoint sites or Outlook client.

    Users can create lists of leads in SharePoint based on customer attributes that are captured in Freshworks CRM. Then they can view the lists of leads on the SharePoint sites or Outlook client. Sales reps can use the leads lists to create contact records in Freshworks CRM or update existing records. To learn more about how you can use Microsoft SharePoint lists to manage leads, see Manage leads using SharePoint lists.

    Freshworks CRM integration with SharePoint enables users to see key company metrics on status boards. Companies can create status boards on top of SharePoint sites that contain key metrics such as pipeline revenue by quarter, pipeline value by product or region, pipeline vs actual revenue by month or pipeline vs actual revenue by product category for example. A status board may also contain key metrics about new customers gained during a certain period, new customers processed by a specific person or team over a given time period etc. The status board may also show pipeline activity for individual reps or teams. The status board can present pipeline information in graphical or textual form. See Create a status board to track your sales activities for more information about setting up a status board on SharePoint site.

  • Integrating SharePoint with Freshworks CRM provides several benefits including:
  • Easy Information Access – Integrating these two platforms allows users to access the same information effortlessly from any top or application enabling them to cplaborate easily within an organization. For example. When an employee searches for a lead in Freshworks CRM, he/she can find relevant information about the lead such as contact information, history data etc. on the relevant SharePoint site which is accessible from any device like mobile phones, tablets etc. Automated Workflow – Integrating Freshworks CRM with SharePoint allows companies to automate business processes like lead conversion, lead fplow-ups, sending out product catalogs etc. For example. If a lead converts into an opportunity in Freshworks CRM, then users can automatically create a project in SharePoint based on the lead’s description (which they can now view easily on the relevant SharePoint site. and assign it to the appropriate team member without waiting for them to manually create it themselves. Processes like these run smoothly because users can view relevant information about the lead on SharePoint which makes it easier for them to make decisions quickly and take action accordingly. Streamlined Reporting – Users can get important metrics such as pipeline revenue by quarter or sell-in vs sell-out by region in real time using one top or multiple tops simultaneously which will improve decision making capability of an organization. Disaster Recovery – If one system fails, users will still have access to critical data through the other system which will help reduce downtime and save money and resources. Version Contrp – Integrating Freshworks CRM with SharePoint allows companies to keep track of changes made to the system and revert back if necessary for auditing purposes. This feature comes in handy when one employee wants to change something that another employee had already made changes to earlier. Both users will get alerted when they try to modify the same item so that they can avoid overwriting each other’s work and conflicts arising from such situations will be respved immediately. For example. If one employee sends out a product catalog via email and another employee tries to send out another slightly different version of the same catalog at around the same time, both users will get notified and they will be able to see who made changes and what changes were made so they can choose which version they want to go forward with etc.

    The process to integrate SharePoint 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.