Connect Freshworks CRM to Aimtell

Both apps 37Freshworks CRM 23Aimtell 14

• 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.

• Action
  Add event triggered campaign

  Create a campaign that sends automatically when a tracked event occurs.

• Action
  Add RSS campaign

  Create a campaign that sends push notifications automatically from an RSS feed.

• Action
  Add segment

  Create a subscriber segment for targeting push campaigns.

• Action
  Create Push Campaign Draft

  Creates a new push campaign draft.

• Action
  Get event triggered campaign

  Retrieve an event-triggered campaign by ID.

• Action
  Get push campaign

  Retrieve a manual push campaign by ID.

• Action
  Get RSS campaign

  Retrieve an RSS campaign by ID.

• Action
  Get segment

  Retrieve a subscriber segment by ID.

• Action
  List event triggered campaigns

  List all event-triggered campaigns for a site.

• Action
  List push campaigns

  List all manual push campaigns for a site.

• Action
  List RSS campaigns

  List all RSS campaigns for a site.

• Action
  Send Push Notification

  Sends a push notification.

• Action
  Track Event

  Tracks an event against a subscriber.

• Action
  Update segment

  Update a subscriber segment's definition.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.