Integration
Connect ActiveCampaign and Freshworks CRM
When Contact unsubscribed from list fires in ActiveCampaign, your agent runs Update Contact in Freshworks CRM, or New Account in Freshworks CRM to Add account in ActiveCampaign. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ActiveCampaign and Freshworks CRM to do together?
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Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)ActiveCampaign holds the marketing history — tags, lists, campaign activity — while Freshworks CRM holds the accounts, deals and tasks your sales team works from. Connecting them means a tag or unsubscribe in ActiveCampaign can update the matching Freshworks CRM contact, and new Freshworks CRM contacts and accounts land in ActiveCampaign without retyping.
Example flows
What ActiveCampaign and Freshworks CRM can do together
From ActiveCampaign to Freshworks CRM
When Contact unsubscribed from list in ActiveCampaign
then Update Contact in Freshworks CRM
From Freshworks CRM to ActiveCampaign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ActiveCampaign and Freshworks CRM
Triggers and actions 25 triggers · 101 actions
- Contact unsubscribed from list
Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event.
- Deal task completed
Fires instantly when a deal task is completed.
- Email opened
Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event.
- Link clicked in email
Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event.
- New contact
Polling trigger. Fires when a new contact is created, newest first.
- New contact added to list
Triggers when a new contact is added to a list.
- New deal
Polling trigger. Fires when a new deal is created, newest first.
- New deal task
Fires instantly when a new deal task is created.
- New list
Polling trigger. Fires when a new list is created, newest first.
- New note
Triggered when a new note is created.
- New or updated contact
Polling trigger. Fires when a contact is created or updated, by most-recent update.
- New or updated deal
Triggers on a new or updated deal.
- New or updated deal (instant)
Triggers when a new deal is created or an existing deal is updated.
- New tag
Polling trigger. Fires when a new tag is created, newest first.
- New task
Triggered when a new task is created.
- Tag added to contact
Triggers when a tag is added to a contact.
- Tag removed from contact
Fires instantly when a tag is removed from a contact.
- Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Two-way sync new or updated deals
A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
- Add account
Adds a new account (organization).
- Add contact
Adds a new contact.
- Add contact to automation
Adds a contact to an automation by contact ID and automation ID.
- Add contact to list
Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists.
- Add contact via mapped list
Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint.
- Add custom contact object record
Adds a record for the specified contact custom object to the specified contact.
- Add deal
Adds a new deal.
- Add deal via mappings
Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields.
- Add list
Creates a new list.
- Add note to contact
Adds a note to a contact.
- Add or update contact by email
Adds a new contact, or updates the existing contact if the email already exists (sync endpoint).
- Add tag
Creates a new tag.
- Add tag to contact
Adds an existing tag to a contact by tag ID and contact ID.
- Add task
Adds a new task in ActiveCampaign
- Bulk import contacts
Import many contacts in one call with tags/list membership.
- Clear contact custom field value
Clears (empties) the value of the specified custom field for the specified contact.
- Create abandoned cart
Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate).
- Create account association
Creates an account association with a contact ID.
- Create a deal note
Add a note to a deal.
- Create a deal stage
Creates a new deal stage in the specified pipeline.
- Create a deal stage by mapped pipeline
Creates a new deal stage in the mapped pipeline.
- Create an ecommerce customer
Create a Deep Data ecommerce customer linking a contact to a store.
- Create an ecommerce order
Create a Deep Data ecommerce order record.
- Create a note
Create a free-text note attached to a CRM object.
- Create an SMS broadcast
Create a new SMS broadcast message to a recipient list.
- Create a pipeline
Creates a new pipeline (deal group) in ActiveCampaign.
- Create a secondary contact
Associate an additional contact with a deal.
- Create or update custom-object record
Upsert a custom-object (schema) record.
- Delete contact
Deletes a contact by ID.
- Delete custom contact object record
Deletes a record from the specified custom contact object.
- Delete deal
Deletes an existing deal.
- Delete deal stage
Deletes an existing deal stage.
- Delete list
Deletes a list by ID.
- Delete note
Delete a note by ID.
- Delete tag
Deletes a tag by ID.
- Delete task
Deletes a task by ID in ActiveCampaign
- Duplicate campaign
Duplicates an ActiveCampaign campaign by ID
- Edit campaign
Edits an existing campaign in ActiveCampaign
- Find account by name
Finds an existing account by name. Returns matching accounts.
- Find contact by custom field
Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for.
- Find contacts by custom field
Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details.
- Find deal by title
Finds an existing deal by title. An error occurs if a single exact match is not found.
- Find user by email
Finds an existing user by email. An error occurs if a matching user is not found.
- Get account
Returns account info for the specified account ID.
- Get all deal stages from specified pipeline
Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID).
- Get automation
Fetches an automation by ID. An error occurs if the automation is not found.
- Get campaign
Retrieves a single campaign from ActiveCampaign by its ID.
- Get contact
Get contact by ID. An error occurs if the contact is not found.
- Get contact by email
Returns full contact details for the specified email address. An error occurs if the contact is not found.
- Get contact's deals
Returns all deals associated with the specified contact.
- Get contact's lists
Returns all lists the specified contact belongs to.
- Get contact's tags
Returns all tags associated with the specified contact.
- Get deal
Returns deal info for the specified deal ID.
- Get form
Retrieve a single ActiveCampaign form by its ID.
- Get list
Returns a single contact list by its id, including its name, sender information and subscriber counts.
- Get note
Retrieve a single note by its ID.
- Get score
Retrieve a single lead/contact scoring rule by its ID.
- Get segment
Retrieve a single ActiveCampaign segment by ID.
- Get tag
Fetches a tag by ID. An error occurs if the tag is not found.
- Get task
Retrieves a task by ID from ActiveCampaign
- List all campaigns
List email campaigns.
- List all pipelines
List deal pipelines.
- List all scores
List the account's lead/contact scoring rules.
- List all stages
List deal pipeline stages.
- List all tasks
List CRM tasks.
- List automations
Returns a paginated list of all automations.
- List contacts
Returns a paginated list of all contacts.
- List custom contact object records
Returns a paginated list of all records for the specified custom contact object.
- List deals
Returns a paginated list of all deals.
- List lists
Returns a paginated list of all contact lists.
- List tags
Returns a paginated list of all tags.
- Move deal to another stage
Move a deal to a different pipeline stage.
- Remove contact from automation
Removes a contact from an automation by deleting the contact automation record.
- Remove contact from list
Removes a contact from the specified list.
- Remove tag from contact
Removes a tag from a contact by the contactTag association ID.
- Remove tags from contact
Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID.
- Set automation status
Enables or disables an automation. Set status to '1' to enable or '0' to disable.
- Set custom field value for contact
Create or update a contact's custom field value.
- Set deal currency custom field value
Set the value for a deal's custom field of the "currency" type
- Update account
Updates the specified account.
- Update contact
Updates an existing contact having the specified ID.
- Update deal
Updates an existing deal.
- Update tag
Updates an existing tag.
- Update task
Updates a task by ID in ActiveCampaign
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- 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.
- 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.
- 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.
- 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.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
ActiveCampaign and Freshworks CRM, answered
How do you match an ActiveCampaign contact to the right person in Freshworks CRM?
The usual way is the Find Contact by Email action in Freshworks CRM, using the email from the ActiveCampaign trigger. If a match comes back, the flow continues with actions like Add Note to Contact or Update Contact; if not, it can create the contact instead.
Can deal changes in Freshworks CRM flow back into ActiveCampaign?
Yes, the New Deal and New or Updated Deal triggers in Freshworks CRM can drive ActiveCampaign actions such as Add deal, Update deal or Create a deal note. Matching an existing ActiveCampaign deal first uses Find deal by title.
What can start an automation from ActiveCampaign?
Any of ActiveCampaign's 19 triggers in the catalog, including Contact unsubscribed from list, New deal, Tag added to contact and Deal task completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Freshworks CRM when something happens in ActiveCampaign?
Any of Freshworks CRM's 17 actions, including Create Deal, Update Contact, Create Account and Create Appointment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Freshworks CRM to ActiveCampaign?
Yes. When something happens in Freshworks CRM, your agent can act in ActiveCampaign too. This page covers both directions: Freshworks CRM's triggers and ActiveCampaign's actions are listed here as well.
Do I have to build a connector for ActiveCampaign or Freshworks CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ActiveCampaign and Freshworks CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.