--- title: "Connect EspoCRM and Freshdesk - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Create Contact\" in Freshdesk, or \"New Company\" in Freshdesk to \"Add contact\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-freshdesk" --- # Connect EspoCRM and Freshdesk When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Create Contact** in [Freshdesk](https://apiant.ai/connections/freshdesk), or **New Company** in Freshdesk to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Freshdesk **3** triggers Freshdesk **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and Freshdesk to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What EspoCRM and Freshdesk can do together ### From EspoCRM to Freshdesk - When **New contact** in EspoCRM then **Create Contact** in Freshdesk - When **New Lead** in EspoCRM then **Add Note to Ticket** in Freshdesk ### From Freshdesk to EspoCRM - When **New Company** in Freshdesk then **Add contact** in EspoCRM - When **New Contact** in Freshdesk then **Update contact** in EspoCRM 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 EspoCRM and Freshdesk ## Triggers and actions 6 triggers · 37 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Action **Add Note to Ticket** Adds a private or public note to a ticket. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Ticket** Creates a new ticket in Freshdesk. - Action **Delete Contact** Deletes a contact by ID. - Action **Delete Ticket** Deletes a ticket by ID. - Action **Get Agent** Retrieves an agent by ID. - Action **Get Company** Retrieves a company by ID. - Action **Get Contact** Retrieves a contact by ID. - Action **Get Ticket** Retrieves a single ticket by ID. - Action **List Agents** Lists all agents. - Action **List Companies** Lists companies. - Action **List Contacts** Lists contacts. - Action **List Ticket Conversations** Lists all conversations (replies and notes) on a ticket. - Action **List Tickets** Lists tickets, most recently updated first. - Action **Reply to Ticket** Adds a public reply to a ticket conversation. - Action **Search Contacts** Searches contacts using a Freshdesk query string. - Action **Search Tickets** Searches tickets using a Freshdesk query string. - Action **Update Company** Updates a company by ID. - Action **Update Contact** Updates a contact by ID. - Action **Update Ticket** Updates an existing ticket by ID. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Freshdesk** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connections/freshdesk) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into Freshdesk - [ **QuickBooks Online to Freshdesk** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-freshdesk) - [ **Trello to Freshdesk** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-freshdesk) - [ **Asana to Freshdesk** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freshdesk) - [ **Capsule CRM to Freshdesk** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-freshdesk) - [ **Agile CRM to Freshdesk** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-freshdesk) - [ **Airbrake to Freshdesk** Airbrake collects errors generated by other applications, and aggregates the results for review.](https://apiant.ai/connect/airbrake-to-freshdesk) Questions ## EspoCRM and Freshdesk, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Freshdesk when something happens in EspoCRM? Any of Freshdesk's 21 actions, including Create Company, Create Contact, Create Ticket and Update Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Freshdesk to EspoCRM? Yes. When something happens in Freshdesk, your agent can act in EspoCRM too. This page covers both directions: Freshdesk's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Freshdesk? 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 EspoCRM and Freshdesk 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.