Freshworks CRM Connected System

Overview

Freshworks CRM (formerly Freshsales) is an intuitive CRM that helps sales reps take the guesswork out of sales. With the built-in tasks, appointments and notes, sales reps needn’t have to toggle between tabs to follow up on prospects. You can manage your deals better with the pipeline view and drive more deals to closure. Also, with custom reports, tracking sales performance a cinch.

With the Freshworks CRM connected system, you can easily create different integrations and access various functionalities directly in Appian.

Key Features & Functionality

• Create Task - This integration allows you to create a task.
• Create Appointment - This integration allows you to create an appointment.
• Create Note - This integration allows you to create a task.
• Create Contact - This integration allows you to create a contact.
• Get a Contact Details - This integration allows you to view the details of a contact.
• Get All Appointments - This integration allows you to receive a list of filtered appointments i.e get your past and upcoming appointments.
• Get Deals - This integration allows you to fetch a list of deals.