Freshworks CRM (Freshsales Suite) + Convert Box Integration

Connect Freshworks CRM (Freshsales Suite) to Convert Box in 1 click

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Convert Box
    Visitor is added in Convert Box Instant
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2.

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Ready Workflows Ready Workflows   for Freshworks CRM (Freshsales Suite) + Convert Box Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Convert Box + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Freshworks CRM (Freshsales Suite) contact and Convert Box visitor can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Convert Box + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Convert Box visitor

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new visitor is created in Convert Box. Just connect your accounts, and every time a new visitor is created in Convert Box, a new deal will automatically be created in Freshworks CRM (Freshsales Suite).

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Digital Marketers
Digital Marketers
Small Business Owners
Small Business Owners
SaaS Companies
SaaS Companies
Event Planners
Event Planners
Consultants
Consultants
Digital Marketers
Digital marketers often struggle to track leads generated from online campaigns, especially when using various tools for lead capture and CRM management. Connecting ConvertBox and FreshworksCRM can help streamline this process, making sure potential customer data doesn't fall through the cracks.
Small Business Owners
Small business owners using online forms for customer inquiries or promotions often need an efficient way to keep customer information organized in their CRM without manual data entry, which can lead to errors and missed opportunities.
SaaS Companies
SaaS companies need to effectively manage lead information obtained through marketing websites and ensure it is accurately reflected in their sales pipeline, which can be challenging without automated integration between lead capture and CRM systems.
Event Planners
Event planners need a reliable method to capture RSVP and attendee information in a timely manner, which can then be easily accessed and managed through their CRM for follow-ups and targeted communication.
Consultants
Consultants often face challenges capturing potential client details efficiently during webinars or online consultations, and they need these details quickly synced with their CRM to schedule follow-ups without manual entry.
Freshworks CRM (Freshsales Suite) logo
Convert Box logo

What Can You Automate With Freshworks CRM (Freshsales Suite) + Convert Box

Sync new ConvertBox leads to FreshworksCRM
Automatically send new leads captured in ConvertBox directly to FreshworksCRM. This helps you keep track of potential clients without manual data entry, ensuring you never miss a lead.
Update CRM with ConvertBox form submissions
Whenever someone fills out a ConvertBox form, their information updates your FreshworksCRM. This keeps your customer data current, making it easier to plan your next move.
Alert sales team on new ConvertBox signup
Set up alerts in FreshworksCRM for every new sign-up from ConvertBox. It allows your sales team to engage with potential clients instantly, increasing your chances of closing deals.
Create tasks in FreshworksCRM for ConvertBox interactions
Every time a user interacts with your ConvertBox, automatically create a task in FreshworksCRM. This helps you follow up promptly and nurture leads more effectively.
Tag and categorize ConvertBox leads in FreshworksCRM
Assign tags to new leads from ConvertBox as they enter FreshworksCRM, making it easier for you to segment and target your outreach more effectively.
And much more...
Automations

Top 10 Most Popular Freshworks CRM (Freshsales Suite) Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Elementor Forms form submission
Activate
Google Sheets logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Google Sheets row
Activate
WordPress logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new WordPress user
Activate
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
Activate
ThriveCart logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact from new ThriveCart purchase
Activate
Elementor Forms logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Elementor Forms form submission
Activate
Google Sheets logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Google Sheets row
Activate
WordPress logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new WordPress user
Activate
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
Activate
ThriveCart logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact from new ThriveCart purchase
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity from new Freshworks CRM (Freshsales Suite) contact
Activate
Freshworks CRM (Freshsales Suite) logo
AiSensy logo
Send AiSensy template message for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity for new Freshworks CRM (Freshsales Suite) deal
Activate
Freshworks CRM (Freshsales Suite) logo
MSG91 logo
Send MSG91 sms for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
WhatsApp logo
Send WhatsApp message for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity from new Freshworks CRM (Freshsales Suite) contact
Activate
Freshworks CRM (Freshsales Suite) logo
AiSensy logo
Send AiSensy template message for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity for new Freshworks CRM (Freshsales Suite) deal
Activate
Freshworks CRM (Freshsales Suite) logo
MSG91 logo
Send MSG91 sms for new Freshworks CRM (Freshsales Suite) task
Activate
Freshworks CRM (Freshsales Suite) logo
WhatsApp logo
Send WhatsApp message for new Freshworks CRM (Freshsales Suite) task
Activate

Top 10 Most Popular Convert Box Automations from
Integrately Community

Most popularmost-popular-automations
01
Convert Box logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convert Box visitor
02
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
03
Convert Box logo
SendFox logo
Create SendFox contact for new Convert Box visitor
04
Convert Box logo
Automizy logo
When Visitor is created in Convert Box, create Contact in Automizy
05
Convert Box logo
Moosend logo
Create Moosend contact for new Convert Box visitor
cloud
Convert Box
app integration
06
Convert Box logo
WordPress logo
Create WordPress post for new Convert Box visitor
07
Convert Box logo
Sendlane logo
Create Sendlane contact for new Convert Box visitor
08
Convert Box logo
INBOX logo
Create INBOX contact for new Convert Box visitor
09
Convert Box logo
Kirim.Email logo
Create Kirim.Email contact for new Convert Box visitor
10
Convert Box logo
Builderall Mailingboss logo
Create Builderall Mailingboss contact for new Convert Box visitor
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Freshworks CRM (Freshsales Suite) or Convert Box With 1400+ Other Apps

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite)
Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.
Convert Box
Convert Box
Convert Box gives you the flexibility to easily create and launch any style of on-site message from slide-in notifications to a full page takeovers, all in just a few clicks.