Integration
Connect CompanyHub and Freshworks CRM
When New Company fires in CompanyHub, your agent runs Add Note to Contact in Freshworks CRM, or New Account in Freshworks CRM to Create a Record (Custom Table) in CompanyHub. 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 CompanyHub and Freshworks CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
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)Example flows
What CompanyHub and Freshworks CRM can do together
From CompanyHub to Freshworks CRM
When New Company in CompanyHub
then Add Note to Contact in Freshworks CRM
From Freshworks CRM to CompanyHub
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 CompanyHub and Freshworks CRM
Triggers and actions 12 triggers · 24 actions
- New Company
Triggers when a new company is added in CompanyHub.
- New Contact
Triggers when a new contact is created in CompanyHub.
- New Deal
Triggers when a new deal is created in CompanyHub.
- New Record (Custom Table)
Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.
- New Task
Triggers when a new task is created in CompanyHub.
- Record Updated
Triggers when a record in the chosen CompanyHub table is created or changed.
- Create a Record (Custom Table)
Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.
- Create Company
Creates a new company record in CompanyHub and returns its ID.
- Create Contact
Creates a contact in CompanyHub and returns the new contact's ID.
- Create Deal
Creates a deal in CompanyHub and returns the new deal's ID.
- Create Task
Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.
- Find Record
Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.
- Update Record
Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.
- 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
Reviews
What our customers say
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Questions
CompanyHub and Freshworks CRM, answered
What can start an automation from CompanyHub?
Any of CompanyHub's 6 triggers in the catalog, including New Company, New Contact, New Deal and New Record (Custom Table). 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 CompanyHub?
Any of Freshworks CRM's 17 actions, including Create Account, Create Appointment, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Freshworks CRM to CompanyHub?
Yes. When something happens in Freshworks CRM, your agent can act in CompanyHub too. This page covers both directions: Freshworks CRM's triggers and CompanyHub's actions are listed here as well.
Do I have to build a connector for CompanyHub 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 CompanyHub 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.