Connect Freshworks CRM to monday.com
We build integrations that let monday.com drive Freshworks CRM: a change on a board runs an action in Freshworks CRM.
What monday.com can do in Freshworks CRM
Actions a change on a board can run in Freshworks CRM.
| Action |
|---|
| Account |
| Create account |
| Delete account |
| Get account |
| Get many accounts |
| Update account |
| Appointment |
| Create appointment |
| Delete appointment |
| Get appointment |
| Get many appointments |
| Update appointment |
| Contact |
| Create contact |
| Delete contact |
| Get contact |
| Get many contacts |
| Update contact |
| Deal |
| Create deal |
| Delete deal |
| Get deal |
| Get many deals |
| Update deal |
| Note |
| Create note |
| Delete note |
| Update note |
| Sales activity |
| Get sales activity |
| Get many sales activities |
| Search |
| Query search |
| Lookup search |
| Task |
| Create task |
| Delete task |
| Get task |
| Get many tasks |
| Update task |
Recipes
Each recipe is one change and what it does on the other side.
When an item is created, create a new account in Freshworks CRM.
When an update is posted, add a new contact to Freshworks CRM.
When a column value changes, create a new deal in Freshworks CRM.
Keep Freshworks CRM as it is. We connect it to monday.com.
We build the integration around what you already have. Freshworks CRM keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Freshworks CRM and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Freshworks CRM stays as it is
The integration connects to Freshworks CRM the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Freshworks CRM to monday.com
-
Scope
We agree which system owns each record, which events should move it, and which board it lands on.
-
Build the workflow
We build the workflow that carries data between Freshworks CRM and monday.com and logs every run.
-
Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
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Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Freshworks CRM
Do we have to replace anything?
No. Freshworks CRM stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Freshworks CRM?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in Marketing
See more in MarketingTell us what Freshworks CRM and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.