Integration
Connect Freshworks CRM to Amplitude
When something happens in Freshworks CRM, your agent does the next thing in Amplitude. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Freshworks CRM and Amplitude to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 6 triggers · 29 actions
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New ContactPolling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New DealPolling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated AccountPolling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated DealPolling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to ContactAdds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create AccountCreates a new sales account in Freshworks CRM.
Action
Create AppointmentCreates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create ContactCreates a new contact in Freshworks CRM.
Action
Create DealCreates a new deal in Freshworks CRM.
Action
Create TaskCreates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by NameLooks up a sales account by name using the lookup endpoint.
Action
Find Contact by EmailLooks up a contact by email address using the lookup endpoint.
Action
Find deal by custom fieldSearches 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 nameSearches 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 nameSearches 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 nameSearches 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 AccountRetrieves a sales account by ID in Freshworks CRM.
Action
Get ContactRetrieves a contact by ID in Freshworks CRM.
Action
Get DealRetrieves a deal by ID in Freshworks CRM.
Action
Update ContactUpdates an existing contact by ID in Freshworks CRM.
Action
Update DealUpdates an existing deal by ID in Freshworks CRM.
Action
Batch upload eventsSends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.
Action
Export event dataExports every event Amplitude recorded in a time window, as a zip archive of event data.
Action
Get cohortReturns one behavioral cohort's details, including its name, size and when it was last recalculated.
Action
Get event segmentationCounts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.
Action
Get funnel analysisRuns a funnel over a series of events and returns how many users reached each step and how many dropped off.
Action
Get retention analysisShows how many users came back and did something again after a starting event, over a date range.
Action
Get user propertiesLooks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.
Action
Group identifySets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.
Action
Identify userSets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.
Action
List cohortsLists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.
Action
Send eventRecords a single event in Amplitude for a user, with optional event and user properties.
Action
Upload cohortCreates a cohort in Amplitude from a list of users you supply.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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