Freshworks CRM (Freshsales Suite) + Refiner Integration

Connect Freshworks CRM (Freshsales Suite) to Refiner 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)
  • Refiner
    Survey response is submitted in Refiner Instant
  • Refiner
    User added to segment in Refiner Instant
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2.

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Ready Workflows Ready Workflows   for Freshworks CRM (Freshsales Suite) + Refiner Integration

Just click on the workflow you want to automate

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

Create Freshworks CRM (Freshsales Suite) contact for new Refiner form submission

When someone completes your Refiner, a new contact is automatically created in your Freshworks CRM (Freshsales Suite). This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Refiner is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Refiner - Freshworks CRM (Freshsales Suite) integration set up makes it easy to manage your customer relationships and grow your business.
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Refiner + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Refiner form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Freshworks CRM (Freshsales Suite) tasks for new Refiner form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Freshworks CRM (Freshsales Suite) task for new Refiner form submission received today - your customers will thank you for it!
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Refiner + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Refiner form submission

Integrating your Freshworks CRM (Freshsales Suite) with your Refiner, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Refiner - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Our team can create automations for you... At no extra cost!

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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 Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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You Can Also Connect Freshworks CRM (Freshsales Suite) or Refiner 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.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.