Workbooks CRM + Freshchat Integration
Connect Workbooks CRM to Freshchat in 1 click
Free forever.Use premium features free for 14 days.1.
Credit note is posted in Workbooks CRM Instant- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Person is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
Message is created in Freshchat Instant- Conversation is resolved in Freshchat Instant
- Conversation is reopen in Freshchat Instant
- Agent is available in conversation in Freshchat Instant
2.
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Freshchat Automations from
Integrately Community
Most popular
01
Create Google Sheets row for new Freshchat message
02
Create CompanyHub record for new Freshchat message
03
Create ClickUp task for new Freshchat message
04
Send Gmail email for new Freshchat message
05
Create Salesforce record for new Freshchat message
06
Send TimelinesAI message for new Freshchat message
07
Create TweetPik tweet screenshot from new Freshchat message
08
Create PagePixels Screenshots screenshot from new Freshchat message
09
Create Rows row for new Freshchat message
10
Send Teleos message for new Freshchat message
Most popular
01
Create Google Sheets row for new Freshchat message
02
Create CompanyHub record for new Freshchat message
03
Create ClickUp task for new Freshchat message
04
Send Gmail email for new Freshchat message
05
Create Salesforce record for new Freshchat message
06
Send TimelinesAI message for new Freshchat message
07
Create TweetPik tweet screenshot from new Freshchat message
08
Create PagePixels Screenshots screenshot from new Freshchat message
09
Create Rows row for new Freshchat message
10
Send Teleos message for new Freshchat message
How Integrately Works?
1
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2
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3
Automation is ready
Connect Workbooks CRM + Freshchat Now 
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You Can Also Connect Workbooks CRM or Freshchat With 1400+ Other Apps
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Freshchat
Freshchat is an AI-driven customer service suite aimed to provide quick support and personalized experiences using AI-driven bots across all platforms including messaging, live chat, email, or voice.
