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Get Started Freetrigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Select a tool to perform verification or enrichment
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Select a tool to perform verification or enrichment
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Choose uProc as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Freshworks CRM as the action app from the list.
Connect your Freshworks CRM account & authenticate it.
Select the data you want to send from uProc to Freshworks CRM & your AI Agent is ready!
uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
The integration between uProc and Freshworks CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating uProc with Freshworks CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the uProc-Freshworks CRM integration:
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