Scriptera
Freshworks CRM and Microsoft Excel 365 automations
Ready-made scenarios where Freshworks CRM and Microsoft Excel 365 work for you: pick one — a copy appears in your account and runs on its own.
31 scenarios
- Updated records in microsoftExcel — Updating tasks in Freshworks CRM
- New spreadsheets in microsoftExcel — Updating tasks in Freshworks CRM
- New tasks in Freshworks CRM — Spreadsheets in Microsoft Excel 365
- Updated records in microsoftExcel — Deals in Freshworks CRM
- Updated records in microsoftExcel — Running apis in Freshworks CRM
- Updated records in microsoftExcel — Updating deals in Freshworks CRM
- Contacts logged into a spreadsheet
- Updated records in microsoftExcel — Updating notes in Freshworks CRM
- Updated records in microsoftExcel — Updating contacts in Freshworks CRM
- New spreadsheets in microsoftExcel — Running apis in Freshworks CRM
- Deleted contacts in Freshworks CRM — Spreadsheets in Microsoft Excel 365
- New contacts in Freshworks CRM — Spreadsheets in Microsoft Excel 365
- New spreadsheets in microsoftExcel — Contacts in Freshworks CRM
- Updated records in microsoftExcel — Updating accounts in Freshworks CRM
- Updated records in microsoftExcel — Deleting contacts in Freshworks CRM
- New notes in Freshworks CRM — Spreadsheets in Microsoft Excel 365
- Daily Freshworks CRM forecast logged into Microsoft Excel 365
- Updated deals in Freshworks CRM — Updating records in Microsoft Excel 365
- Unpaid-invoice control: task and email — on their own
- Candidate shortlisting, emails and screening tasks
- Enriching leads with contacts — drop a sheet, get a filled CRM
- Which channel brings deals — a per-source breakdown in Telegram
- Instant reply to a property inquiry with matched listings
- Urgent emails from key clients, turned straight into tasks
- Polite candidate rejections sent by email, with the task closed
- A daily numbers summary — to chat and email
- Customer churn prediction from deals and tickets
- Lead reply intent sorting with ready tasks in Freshworks CRM
- Every sale — logged, a ping to you and a thank-you to the buyer
- AI marketing outreach with reply handling — on autopilot
- An AI assistant over your CRM in any messenger
