Dial Up Your Efficiency: Connect Freshworks CRM with Your Phone System

Spend more time selling and less time doing time-consuming, routine tasks. Make your virtual phone system into your business platforms with our Freshworks CRM integration.

Quicker and more accurate response with historical data

More personalized customer interactions

Improved agent performance

Making and receiving calls on one platform

What is Freshworks CRM?

Freshworks CRM is a cloud-based customer relationship management (CRM) platform that helps businesses manage their customer data, monitor sales and support activities, and coordinate teams.

It can keep tabs on your leads, contacts, accounts, deals, and tasks, as well as help you build and manage automated sales processes.

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What can Freshworks CRM integration do for you?

Streamlined customer interactions

Empower agents to quickly access customer data and history with a single click, reducing back-and-forth with customers and improving customer satisfaction. Track interactions with customers and get a comprehensive view of their customer journey.

Know who is calling before picking up

Get a complete picture of all your interactions with customers and meet their needs better. With easy access to customer information and history, your agents can personalize conversations and tailor their approach to serve each customer in the most optimal way.

Automated customer service processes

Empower your agents with automation to respond to customer inquiries quicker. With Freshworks CRM’s automated workflows, your team can easily manage — or, better yet, eliminate — routine call center tasks and spend more time on important issues.

Enhanced customer experience

Set your agents up for success by letting them access important customer information — such as previous interactions, notes, and deals — more quickly. This way, they’ll be able to devote more time to assisting customers and making sure their needs are met.

CloudTalk + Freshworks CRM = Success

Set your agents up for success by letting them access important customer information — such as previous interactions, notes, and deals — more quickly.

This way, they’ll be able to devote more time to assisting customers and making sure their needs are met.

Try for free

How to Setup the Freshworks CRM + CloudTalk Integration

#01

Make sure you’re on an Essential, Expert, or Custom CloudTalk plan

#02

In Freshworks CRM, find and copy your API key (Profile icon → Settings → Api Settings → Your Api Key)

#03

Go to the CloudTalk dashboard

#04

Proceed to Account → Integrations

#05

In the Integration section, find Freshworks CRM and click + Add

#06

Within the Workflow Settings section, click New Authentication

#07

Enter your Freshworks CRM domain & API Key, and click Create

#08

Finally, click on the Save button to activate the integration

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with CloudTalk

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“CloudTalk syncs perfectly with our CRM system, allowing us to work efficiently with our leads. Everything is recorded automatically and it takes the manual work out of it for the sales team. The customer support team is fantastic, super friendly, and helpful.“

Aveen H.
Small-Business

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FAQs

What is Freshworks CRM, and how do you use it?

Freshworks CRM is a cloud-based customer relationship management platform that facilitates the management of customer data, the monitoring of sales and support activities, and team collaborations. Freshworks CRM is a customer relationship management system that can keep tabs on your leads, contacts, accounts, deals, and tasks as well as help you build and manage automated sales processes.

How does Freshworks CRM + CloudTalk integration work together?

You can easily share customer information between Cloudtalk and Freshworks CRM thanks to the integration between the two services. In Freshworks CRM, you’ll see all customer history as soon as an incoming call starts.
Freshworks CRM also allows for the recording and transcription of calls, both of which can then be added as supporting documents to individual client profiles.

What are the benefits of using the Freshworks CRM integration?

Using Cloudtalk’s Freshworks CRM integration:
simplifies the process of managing customer data and provides more detailed customer profiles
can save time by automatically associating incoming calls with customer records
enriches customer data with insights from calls
attaches call recordings and transcripts to customer profiles

This way, you can better understand customer needs and provide personalized support.