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Zoho Writer + Freshworks CRM Integrations

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

About Zoho Writer

Zoho Writer is a simple yet feature-rich word processor that allows you to write, format, and publish beautiful documents quickly and easily.

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 Writer and Freshworks CRM Integrations

  • Zoho Writer Zoho Writer

    Gmail + Zoho Writer

    Copy Gmail attachments to Zoho Writer account [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Zoho Writer New Attachment
     
    Then do this...
    Zoho Writer Create Document
    You can set up this connect in just a few clicks without writing a single line of code. Just follow our simple instructions and set it up in minutes. Once active, whenever an email with the attached file (.docx and .pdf format) is received on Gmail, Appy pie Connect will automatically copy it to your Zoho Writer. With this integration, you can organize all your important attachments in one place.
    How this Gmail-Zoho Writer Integration Works
    • A new email with an attachment is received on Gmail
    • Appy Pie Connect automatically copies that document to Zoho Writer.
    What You Need
    • A Gmail account
    • A Zoho Writer account
  • Zoho Writer Google Contacts

    Freshworks CRM + Google Contacts

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

    Freshworks CRM + Slack

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

    Freshworks CRM + GoToWebinar

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

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

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

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

    Triggers
  • Favourite Document

    Triggers when a document is marked as favourite

  • New Document

    Triggers when a new documents has been created

  • Published Document

    Triggers when document is published to the web

  • 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 Document

    Creates a new document from text.

  • 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 Writer & Freshworks CRM Integrations Work

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

    (30 seconds)

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

Zoho Writer

Zoho Writer is a cloud-based word processor that allows you to create professional looking documents. It provides the tops you need to create, edit, format and share your content. Zoho Writer also comes with features that help you work faster and smarter. These include cplaboration tops that allow you to share your documents with others in real time, version contrp that tracks changes made to a document, and input from natural language search powered by the Zoho Recruiters API. In addition, you can add images, video and audio files to add more visual appeal to your documents. Zoho Writer offers a variety of formatting options including heading styles, fonts and paragraph styles. You can even add comments, footnotes and references to your documents in a snap. Other features in Zoho Writer include a Spell Checker, a Style Guide, a plagiarism checker, a translation top and a publishing top that allows you to publish your document directly to one or multiple websites with just a few clicks.

Freshworks CRM

Freshworks is a customer relationship management software that helps businesses track and manage their sales pipeline. It offers many features such as real-time dashboards, integration with Salesforce and Google Analytics, sales lead tracking and predictive forecasting. Freshworks is available in three packages. Starter, Pro and Enterprise. Each package offers different features for different price points. The Starter package is free and offers most of the features found in the Pro package. There is a 30 day free trial offered for the Pro and Enterprise packages.

Integration of Zoho Writer and Freshworks CRM

Zoho Writer can be integrated with Freshworks CRM via its API connection option. This allows users of Zoho Writer to add information such as contacts, opportunities and deals into their documents. Information such as contact name, company name and email address will be automatically added to the document when data is entered into Freshworks CRM. Since Freshworks CRM has an API connection with Google Analytics, any information sent from Zoho Writer can also be sent to Google Analytics without requiring any additional coding on the part of the user. This enables users of Zoho Writer to view data such as document views and document downloads on their dashboards in Freshworks CRM and Google Analytics respectively.

Benefits of Integration of Zoho Writer and Freshworks CRM

The process to integrate Zoho Writer 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.