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Zoho Connect + Freshworks CRM Integrations

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

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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 Zoho Connect and Freshworks CRM Integrations

  • Zoho Connect Trello

    Zoho Connect + Trello

    Create Trello cards for new Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Trello Create Card
    Ensure that your staff is always aware of what they need to work on next, from simple to difficult jobs. When new tasks are added to Zoho Connect, this interface automatically creates Trello cards, keeping everyone focused on the finish line.
    How This Zoho Connect – Trello Integration Works
    • A new task is created on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zendesk

    Zoho Connect + Zendesk

    Create Zendesk tickets for new Zoho Connect mentions Read More...
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Zendesk Create Ticket
    Using the Zendesk-Zoho Connect integration, you can quickly resolve concerns. When someone @mentions you in Zoho Connect, new tickets are automatically created in Zendesk, allowing you to get right to work and provide excellent service.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Cliq

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Cliq Send Channel Message
    Automatically notify your team of new tasks added in Zoho Connect, by posting it in a channel of your choice in Zoho Cliq. This keeps everyone in the loop and you don't have to update them yourself.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Connect

    MeisterTask + Zoho Connect

    Create tasks in Zoho Connect for new MeisterTask tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Connect Create Task in Board
    There are many ways to create tasks in Zoho Connect for new tasks created in MeisterTask. One way is to use the Appy Pie Connect integration between MeisterTask and Zoho Connect. This integration allows you to create tasks in Zoho Connect tasks for MeisterTask tasks. Once enabled, any new Tasks assignment created in MeisterTask will trigger a new task in Zoho Connect.
    How It Works
    • You have a new task in MeisterTask
    • Appy Pie Connect create new task in MeisterTask.
    What You Need
    • MeisterTask account
    • Zoho Connect account
  • Zoho Connect Google Contacts

    Freshworks CRM + Google Contacts

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

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

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

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task 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
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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 Zoho Connect & Freshworks CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Connect 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 Zoho Connect and Freshworks CRM

Zoho Connect

Zoho connect is a free cloud based application which allows to integrate multiple business applications. It provides comprehensive APIs which can be used by the developer to create integrations with other applications. It is a popular software among small, medium size businesses as well as large enterprises.

Freshworks CRM

Freshworks CRM is a free cloud based service offered by freshworks. It provides you with all the functionalities of a traditional Customer relationship management (CRM. system.

Integration of Zoho Connect and Freshworks CRM

Zoho connect allows the user to integrate Freshworks CRM with any of the applications present in Zoho connect. The integration is made possible using the Zoho connect API’s and plugins. The two systems can also be integrated using simple Zapier automation. As of today, there are more than 1000 and 1000 applications which are integrated with Zoho connect and Freshworks CRM respectively.

Benefits of Integration of Zoho Connect and Freshworks CRM

The benefits of integrating Freshworks CRM and Zoho connect are as fplows:

Let us look at them one by one:

  • Offers ease of use:

This integration offers ease of use as it eliminates the need to log into both the systems separately. It enables the user to use both of them simultaneously on a single platform. This saves a lot of time and effort for the user. It also eliminates the need to switch from one web application to another while carrying out tasks like customer on boarding or tracking leads etc. Before integrating both the services on a single platform, the user would have to log into two different websites. In addition to that, the user would have to fplow different workflows for managing leads or creating new accounts etc. Now that they can be done from a single website, it makes the process far simpler.

  • Access data from everywhere:

In case of an integration of Zoho connect and Freshworks CRM, both the systems exist on a single platform. This means that you can access everything from a single location. You do not have to switch from one service to another anymore. All you have to do is log in to one site and carry out your task from there. For example, if you want to manage leads or create new accounts then you can do that from a single website by logging into Zoho connect as well as Freshworks CRM. In case of a non-integrated system, you would have to log into two different websites for performing these tasks. In addition to that, you would also have to switch from one workflow to another while carrying out those tasks as well as having a separate workflow for every task. However, in case of an integrated system, it is possible to perform those tasks from a single website and with a single workflow. This saves a lot of time and effort for the user. It is easier to manage data in an integrated system because you can access everything from one place only.

  • Saving money:

When you integrate Zoho connect and Freshworks CRM, you avoid paying for separate licenses for both the services. This helps you save money for sure. On top of that, it also saves time for you because you do not have to buy or renew separate licenses for both the services anymore. You get all the functionalities which you need for your business in an integrated platform at one place only without having to spend extra money on licenses for either one of them. For example, if you want to use the Freshworks CRM account , then you will not have to pay extra money for purchasing its license nor will you have to renew its license after some period of time because it comes free with the Zoho connect subscription plan .

The process to integrate Zoho Connect 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.