This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, 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.
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 Erxes contact 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.
Create Your Own Erxes & Freshworks CRM (Freshsales Suite) Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’ to automate repetitive tasks between Erxes & Freshworks CRM (Freshsales Suite)
Create Automation
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You can Add Conditions / More Apps in the next steps
1.
Customer is created in Erxes Instant
Customer is updated in Erxes Instant
Customer is deleted in Erxes Instant
Form submission is received in Erxes Instant
Company is created in Erxes Instant
Company is updated in Erxes Instant
Company is deleted in Erxes Instant
Admin sends an engage message in Erxes Instant
Customer sends a message in Erxes Instant
Admin sends a message in Erxes Instant
Knowledge base is created in Erxes Instant
Knowledge base is updated in Erxes Instant
Knowledge base is deleted in Erxes Instant
Contact is created in Freshworks CRM (Freshsales Suite)
Contact is updated in Freshworks CRM (Freshsales Suite)
Deal is updated in Freshworks CRM (Freshsales Suite)
Deal is created in Freshworks CRM (Freshsales Suite)
Task is created in Freshworks CRM (Freshsales Suite)
Account is created in Freshworks CRM (Freshsales Suite)
Account is updated in Freshworks CRM (Freshsales Suite)
2.
Search contact in Freshworks CRM (Freshsales Suite)
Create contact in Freshworks CRM (Freshsales Suite)
Search contact by email in Freshworks CRM (Freshsales Suite)
Update contact in Freshworks CRM (Freshsales Suite)
Search contact by phone number in Freshworks CRM (Freshsales Suite)
Get contact by id in Freshworks CRM (Freshsales Suite)
Add note to a contact in Freshworks CRM (Freshsales Suite)
Create task for contact in Freshworks CRM (Freshsales Suite)
Delete contact in Freshworks CRM (Freshsales Suite)
Create deal in Freshworks CRM (Freshsales Suite)
Get deal by id in Freshworks CRM (Freshsales Suite)
Search deal by name in Freshworks CRM (Freshsales Suite)
Create task for deal in Freshworks CRM (Freshsales Suite)
Add note to a deal in Freshworks CRM (Freshsales Suite)
Update deal in Freshworks CRM (Freshsales Suite)
Create or Update contact in Freshworks CRM (Freshsales Suite)
Create account in Freshworks CRM (Freshsales Suite)
Create task for an account in Freshworks CRM (Freshsales Suite)
Get account by id in Freshworks CRM (Freshsales Suite)
Search account by name in Freshworks CRM (Freshsales Suite)
Add note to an account in Freshworks CRM (Freshsales Suite)
Mark task as completed in Freshworks CRM (Freshsales Suite)
Get task by id in Freshworks CRM (Freshsales Suite)
Integrate Erxes & Freshworks CRM (Freshsales Suite) In 1 Click And Save Time & Money Both
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