Integrations Directory 
Freshworks
Freshworks is a cloud-based customer relationship management (CRM) platform that helps businesses manage their customer interactions across sales, marketing, and support.
- Customers
- Leads
- Contacts
- Accounts
- Opportunities
- Cases
- Tickets
- Chats
- Emails
- Calls
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AI Operation Tools
Your Business Process
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Expense Report
Submit and track employee or departmental expenses for reimbursement or accounting.
Module:Finance & Accounting
Entity:Bill
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Sales Order Request
Initiate the purchase process based on a finalized quote or customer intent.
Module:Sales
Entity:Sales Order Request
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Customer Feedback/Survey (e.g., Net Promoter Score)
Collect feedback on customer satisfaction to drive improvements and retention.
Module:Sales
Entity:Customer Engagement
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Budget Request/Approval
Request and approve budgets for projects, departments, or initiatives.
Module:Finance & Accounting
Entity:Custom Entity
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