1. Login to Freshworks CRM as an Admin. 2. Go to Admin Settings > Marketplace Apps 3. Search for Zapier and click the install button and you’ll be directed to Zapier. 4. You will be asked to accept the invite. If you already have a Zapier account, accept the invite using that account. Else sign up to explore this integration’s possible workflows. 5. Once you are logged in, you’ll be directed to a screen where you can start making your first Zap with Freshworks CRM. If you are not redirected, click on make a zap and select Freshworks CRM from the list of apps. 7. Before you start to create a zap, you need to decide on the following, a. The app from which the trigger is fetched b. What should the trigger be? c. What action should take place as a consequence? d. The app in which the action should take place 8. How to create a zap? a. Choose your app from which the trigger is fetched. b. Next, select your trigger. c. Test the step. d. Choose your app where you want the action to be initiated. e. Next, select your action. f. Test the step. g. Test the Zap. h. Turn on the Zap.