Freshworks integration + automation

Integrate Freshworks with any SaaS application or service using the Tray Platform’s universal connectors. Quickly configure them to connect to any API, database, webhook, and more.

Popular Freshworks integrations

Business professionals that want to integrate Freshworks with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

All

Category

Customer Relationship Management (CRM)

Connector type

Universal Connector

Triggers

None

Operations

None

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With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

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Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Need Freshworks CRM integrations fast?

Quickly and easily set up any Freshworks CRM integration (formerly Freshsales) with the low-code Tray Platform. Our visual, drag-and-drop builder empowers you to create seamless Freshworks API integrations with any other data source in minutes, without IT support. Easily connect and flow customer and prospect data across your CRM and any other cloud software in your tech stack to increase sales productivity and drive revenue.

Need a Freshworks CRM connector to rapidly stand up powerful CRM integrations? Using our 100% visual, easy-to-use builder, anyone can easily flow mission-critical data between Freshworks CRM and any other data source, including flat files (such as CSVs) or any app in their tech stack—even using data within custom fields.

With the Tray Platform, you can also design powerful, multi-step Freshworks CRM automation that unifies your sales processes and empowers your reps to do more, faster. In the past, your sales teams might have spent hours on manual data entry in Freshsales. Now, they can focus on building pipeline. Bi-directionally sync sales data including leads, opportunities, accounts, and owners, to increase customer engagement and generate more revenue.

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Powerful Freshworks CRM automation

Use Freshworks CRM automation to streamline and scale sales reporting, lead management, data hygiene, and countless other administrative tasks. Use automated workflows to seamlessly integrate Freshworks CRM with any app in your tech stack, including your marketing automation platform, email marketing tool, helpdesk, collaboration tool, and more. 

Business users across your organization, including those in sales, marketing, customer success, and revenue operations, can build powerful Freshworks CRM automation to supercharge your processes and ramp up sales productivity. With our full library of pre-built connectors, data helpers, and custom logic operators, you can also customize your automated processes to meet your unique business needs. 

With custom Freshworks CRM automation, you can save hours of manual work and easily scale your CRM’s capabilities. Now, you can build custom automated workflows to automate the entire quote-to-cash process, build robust lead scoring models with data from any source, and ensure sales-marketing alignment by sharing sales wins with the entire team. There’s no limit to what you can accomplish with the Tray Platform + Freshworks CRM.

Tray Embedded enables teams to scale and increase retention

Maximize your Freshworks CRM capabilities

The low-code Tray Platform empowers business users to easily stand up custom integrations. But technical users also rely on our platform to handle heavy-duty data projects that touch billions of records every day. We built the Tray Platform on elastic, serverless architecture, so it can easily adapt to your changing data requirements. 

Automate all your existing sales processes and unlock new use cases that weren’t possible before. Need to automate lead-to-account matching to help your reps get back to selling? Need to streamline strategic sales with an automated deal desk or boost sales meeting attendance by sending reminders and tracking no-shows? The Tray Platform can do it all by seamlessly integrating with your favorite tools such as Outlook, SAP, AWS Connect, Mailchimp, Zendesk, and many others.

Freshworks CRM experts use the Tray Platform every day to stand up powerful automated workflows that drive demand, increase retention, and fuel revenue growth. IT and technical experts trust the Tray Platform to handle even their most sensitive data. We offer enterprise-grade security, including SOC 2 Type 2 certification and compliance with important data privacy regulations such as GDPR and CCPA.

Popular Customer Relationship Management (CRM) Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access

Resources

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