Freshworks CRM (Freshsales Suite) + Trengo Integration

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Freshworks CRM (Freshsales Suite) + Trengo Integration

Create Trengo ticket for new Freshworks CRM (Freshsales Suite) deal

Freshworks CRM (Freshsales Suite) is a great tool for managing customer relationships. However, when an deal is created in Freshworks CRM (Freshsales Suite), it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Trengo whenever an deal is created in Freshworks CRM (Freshsales Suite). This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Freshworks CRM (Freshsales Suite) + Trengo Integration
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)
  • Trengo
    New inbound message is added in Trengo Instant
  • Trengo
    New outbound message is added in Trengo Instant
  • Trengo
    New internal note is added in Trengo Instant
  • Trengo
    Phone call is missed in Trengo Instant
  • Trengo
    Phone call is ended in Trengo Instant
  • Trengo
    Phone call is started in Trengo Instant
  • Trengo
    Ticket is assigned in Trengo Instant
  • Trengo
    Ticket is closed in Trengo Instant
  • Trengo
    Ticket is reopened in Trengo Instant
  • Trengo
    Ticket marked as spam in Trengo Instant
  • Trengo
    Ticket unmarked as spam in Trengo Instant
  • Trengo
    Ticket label is added in Trengo Instant
2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • Trengo
    Send a message in Trengo
  • Trengo
    Send a WhatsApp message template in Trengo
  • Trengo
    Send a ticket message in Trengo
  • Trengo
    Send a ticket media message in Trengo
  • Trengo
    Create a ticket in Trengo
  • Trengo
    Reopen a ticket in Trengo
  • Trengo
    Attach a label in Trengo
  • Trengo
    Assign a ticket in Trengo
  • Trengo
    Close a ticket in Trengo
  • Trengo
    Mark ticket as spam in Trengo
  • Trengo
    Unmark ticket as spam in Trengo
  • Trengo
    Mark a ticket as favorite in Trengo
  • Trengo
    Unmark a ticket as favorite in Trengo
  • Trengo
    Create a user in Trengo
  • Trengo
    Log a phone call in Trengo
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