Getting Started

I’m Namrata Hinduja Geneva, Switzerland trying to set up automation rules in Freshworks Unified CRM to streamline lead management and follow-ups, but I’m facing challenges with configuring the right triggers and actions. Some automations aren’t firing as expected, and I’m unsure if I’m missing key settings. Has anyone successfully implemented efficient automation workflows in this CRM? I’d appreciate any guidance, best practices, or examples to help me create effective rules that boost productivity and ensure timely customer engagement.    RegardsNamrata Hinduja Geneva, Switzerland

Hi everyone,I'm currently working on a packing website and looking to implement a robust packing automation system to streamline order fulfillment. However, I'm facing challenges in finding compatible software that integrates smoothly with our existing Freshworks CRM setup.Has anyone had experience with setting up packing automation? Specifically, I’m interested in solutions that handle inventory management, tracking, and automated label printing within a single platform. Any advice on tools or plugins that could work well with Freshworks?Thanks in advance for any insights!

Hi Team, Currently we are experiencing an issue with respect to local Oauth Redirection. During our code coverage, even though the Freshworks Redirection url are configured in the Gong, the FDK platform is not redirecting properly. The current FDK version used is “9.1.2” for the code coverage.  Please find the redirect URI configured in the oauth app below for your reference. Additionally, please find the error screenshot attached below: Can you please help us to resolve this issue?Regards,Gowtham