Integration

Connect 5pm to Freshworks CRM

When something happens in 5pm, your agent does the next thing in Freshworks CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

5pm7 triggers5pm21 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

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Everything your agent can do with 5pm and Freshworks CRM

Triggers and actions 13 triggers · 38 actions

Trigger
New Progress
Triggers when a new task progress is created.
Trigger
New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New Task
Triggers when a new support task is created.
Trigger
New User
Triggers when a new support user is created.
Trigger
Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated Task
Triggers when a new support task is updated.
Trigger
Updated User
Triggers when a new support user is updated.
Action
Add Task Progress
Add Task Progress (progress in percent and house down).
Action
Add User
Create a new user in the 5pm account (UsersService add).
Action
Create Note
Creates a new note in task.
Action
Create Project
Creates a new project.
Action
Create Task
Action
Delete Note
Remove an activity note/progress message (ActivityService remove).
Action
Delete Project
Remove a project (ProjectsService remove).
Action
Delete Task
Remove a task from a 5pm project (TasksService remove).
Action
Delete User
Remove a user from the account (UsersService remove).
Action
Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
Action
Find Task
Finds a task in the application.
Action
Find Task by Id
Finds a task by Id in the application.
Action
Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
Action
Find User by Id
Finds a user by Id in the system.
Action
List Notes
List activity notes/progress messages on a task (ActivityService getList).
Action
List Projects
List all projects in the account (ProjectsService getAll/getList).
Action
List Users
List all users in the account (UsersService getAll).
Action
Update Note
Update an activity note/progress message (ActivityService update).
Action
Update Project
Update a project's fields (ProjectsService update).
Action
Update Task
Update task in the application.
Action
Update User
Update a user's fields (UsersService update).
Trigger
New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create Account
Creates a new sales account in Freshworks CRM.
Action
Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create Contact
Creates a new contact in Freshworks CRM.
Action
Create Deal
Creates a new deal in Freshworks CRM.
Action
Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by Name
Looks up a sales account by name using the lookup endpoint.
Action
Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
Action
Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
Action
Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
Action
Get Account
Retrieves a sales account by ID in Freshworks CRM.
Action
Get Contact
Retrieves a contact by ID in Freshworks CRM.
Action
Get Deal
Retrieves a deal by ID in Freshworks CRM.
Action
Update Contact
Updates an existing contact by ID in Freshworks CRM.
Action
Update Deal
Updates an existing deal by ID in Freshworks CRM.

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