?>

WordPress + Freshworks CRM Integrations

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

About WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

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 WordPress and Freshworks CRM Integrations

  • WordPress DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress Microsoft Teams

    WordPress + Microsoft Teams

    Send messages to a channel in MS Teams for WordPress Posts Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    Microsoft Teams Send Channel Messages
    The best way to keep your team in the loop is to bring all the updates where they spend the most of their time. Use this automation to share your WordPress posts with your team. After you set it up, whenever a post is published on WordPress, Appy Pie Connect will automatically send a message in your chosen MS Teams channel. This way, your team can track all your new WordPress posts in near real-time with no extra effort on your part.
    How this MS Teams - WordPress integration works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends a message to a MS Teams Channel
    What is needed for this integration
    • A WordPress account
    • A Microsoft Teams account
  • WordPress WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    WordPress Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress WordPress

    Smartsheet + WordPress

    Create WordPress posts from new Smartsheet rows Read More...
    When this happens...
    WordPress New Row
     
    Then do this...
    WordPress Create Post
    Moving a piece of content from an idea to a live post on your site requires a lot of manual work. Use this Google Sheets - WordPress integration to cut down the manual steps. After setting this integration up, whenever a new row is added to a Google Sheets spreadsheet, Appy Pie Connect will automatically create a new post on WordPress, making your new content go live quickly. This integration will also improve your productivity by cutting down all the manual tasks involved in the process.
    How this Integration works
    • A new row is added to a Google Sheets spreadsheet
    • Appy Pie Connect automatically creates a new WordPress post
    What is needed for this integration
    • A Google account
    • A WordPress account
  • WordPress WordPress

    Gmail + WordPress

    Add a post in your WordPress site from a new Gmail email [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    WordPress New Email
     
    Then do this...
    WordPress Create Post

    To add new content on your WordPress site, you have to spend a lot of time and effort. Now you can automate this task by using this Gmail-WordPress integration from Appy Pie Connect. Once you set up this integration, Appy Pie Connect will automatically add a post to your WordPress site as soon as a new email is received on Gmail. This will help you avoid manual errors and ensures consistency and integrity.

    How this integration works
    • An email is received in your Gmail inbox
    • Appy Pie Connect automatically adds a new post to your WordPress site
    What You Need
    • A Gmail account
    • A Wordpress account
  • WordPress WordPress

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Comment

    Triggered when you add a new comment.

  • New Form Submission

    Triggers when form submission is submitted.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

  • 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
  • Create Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete Custom Post Type

    Deletes a existing custom post type.

  • Delete User

    Deletes an existing user.

  • 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 WordPress & Freshworks CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate WordPress 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 WordPress and Freshworks CRM

WordPress and Freshworks CRM connect to each other and allow data transfer. WordPress is an open-source content management system (CMS. It is a platform that allows users to create websites, blogs and other web applications. Freshworks CRM is a cloud-based customer relationship management application. It provides multiple functionalities such as lead generation, activity tracking, text messaging etc. The integration of WordPress and Freshworks CRM can be helpful for a company in many ways.

WordPress and Freshworks CRM integration allows a company to do fplowing things:

  • Drive traffic to a website

Integration of WordPress and Freshworks CRM allows a company to gain more traffic to its website. The integration helps a business to drive more traffic to its website as it helps the business to keep the visitors engaged on the website. Freshworks CRM helps a business to track its leads better as it provides a feature of lead scoring. Whenever a visitor leaves the website after filling up the contact form, the score decreases. The score is maintained by keeping a track of the activities of a contact. A higher score indicates a better conversion rate of a contact. Hence, the score helps the company to know which leads are going to convert into sales and which leads are not going to convert into sales at all. Therefore, better leads are targeted for sales activities resulting into better sales. The leads that are not converted into sales, become leads for future sales activities. The leads that are converted into sales are entered into Freshworks CRM from WordPress via the feature “Import Leads From Other Systems”. This helps to keep a track of the number of new customers added on the CRM dashboard. As Freshworks CRM provides an option to send automated fplow-up automated messages, it is easier for the business to market its products or services to its new customers using Freshworks CRM. This makes it easier for the business to maintain relationships with its customers after they have purchased the products or services of the business.

  • Customer Relationship Management

WordPress and Freshworks CRM integration helps in keeping better track of new customers and keeping good relationships with them after they have purchased some products or services of the business. Integration of WordPress and Freshworks CRM allows a business to create more effective marketing campaigns as it helps to see if their website visitors are converting into customers or not. Also, the feature of social media integration allows a business to market their products or services on social media platforms like Facebook, Twitter, LinkedIn etcetera by using the information obtained from the information on Freshworks CRM dashboard. This helps to make better marketing campaigns for increased exposure of the business on social media platforms.

WordPress and Freshworks CRM integration is beneficial for businesses in many ways. It helps in driving traffic to the website by providing exposure on social media platforms like Facebook, Twitter etcetera by using data from Freshworks CRM dashboard. Integration of WordPress and Freshworks CRM also helps in maintaining better relationships with new customers after they have purchased some products or services of the business using integrated features like automated fplow-up messages provided by Freshworks CRM. WordPress and Freshworks CRM integration also helps in making better marketing campaigns by analysing data from both WordPress and Freshworks CRM dashboards by using information gathered from integration of WordPress and Freshworks CRM.

The process to integrate WordPress 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.