Integration
Connect Freshdesk and Zoho CRM
When something happens in Freshdesk or Zoho CRM, your agent does the next thing in the other. Describe it 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 Freshdesk and Zoho CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Freshdesk and Zoho CRM can do together
From Freshdesk to Zoho CRM
When New Company in Freshdesk
then Add note in Zoho CRM
From Zoho CRM to Freshdesk
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 Freshdesk and Zoho CRM
Triggers and actions 5 triggers · 33 actions
- New Company
Triggers when a new company is created.
- New Contact
Triggers when a new contact is created.
- New Ticket
Triggers when a new ticket is created.
- Add Note to Ticket
Adds a private or public note to a ticket.
- Create Company
Creates a new company.
- Create Contact
Creates a new contact.
- Create Ticket
Creates a new ticket in Freshdesk.
- Delete Contact
Deletes a contact by ID.
- Delete Ticket
Deletes a ticket by ID.
- Get Agent
Retrieves an agent by ID.
- Get Company
Retrieves a company by ID.
- Get Contact
Retrieves a contact by ID.
- Get Ticket
Retrieves a single ticket by ID.
- List Agents
Lists all agents.
- List Companies
Lists companies.
- List Contacts
Lists contacts.
- List Ticket Conversations
Lists all conversations (replies and notes) on a ticket.
- List Tickets
Lists tickets, most recently updated first.
- Reply to Ticket
Adds a public reply to a ticket conversation.
- Search Contacts
Searches contacts using a Freshdesk query string.
- Search Tickets
Searches tickets using a Freshdesk query string.
- Update Company
Updates a company by ID.
- Update Contact
Updates a contact by ID.
- Update Ticket
Updates an existing ticket by ID.
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
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
More from Freshdesk
Freshdesk to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Freshdesk to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Freshdesk to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Freshdesk to MailchimpMailchimp marketing automation and email platform.
Freshdesk to StripeStripe is a payment processing platform for online businesses.
Freshdesk to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Zoho CRM
Google Sheets to Zoho CRMGoogle Sheets
Gmail to Zoho CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Zoho CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Freshdesk and Zoho CRM, answered
What can start an automation from Freshdesk?
Any of Freshdesk's 3 triggers in the catalog, including New Company, New Contact and New Ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho CRM when something happens in Freshdesk?
Any of Zoho CRM's 12 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho CRM to Freshdesk?
Yes. When something happens in Zoho CRM, your agent can act in Freshdesk too. This page covers both directions: Zoho CRM's triggers and Freshdesk's actions are listed here as well.
Do I have to build a connector for Freshdesk or Zoho 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.
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.