Keep Freshworks CRM and kvCore aligned: when crm events happen in one, update the other automatically.
Example: when Freshworks CRM's "Watch Contacts" fires, WEXTL can "Add a Note to a Contact" in kvCore. Freshworks CRM has 3 triggers (including Watch Contacts, Watch Deals, and Watch Tasks); kvCore has 8 actions (including Add a Note to a Contact, Add a Tag to a Contact, and Create a Contact).
Common questions about connecting Freshworks CRM and kvCore.