Connect Freshworks CRM to Anthropic

Both apps 32Freshworks CRM 23Anthropic 9

• 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
  Anthropic agent message

  Runs one AI agent turn on Anthropic and returns the model's reply. The turn is billed to the Anthropic account connected on this step, and the agent can call the account's AI tool automations.

• Action
  Cancel message batch

  Cancel a Message Batch that is still processing.

• Action
  Count tokens in a message

  Count the number of input tokens a Messages API request would use, without creating the message.

• Action
  Create message batch

  Submit a batch of Messages API requests for asynchronous processing.

• Action
  Get message batch

  Retrieve the status and request counts of a Message Batch by id.

• Action
  Get model

  Retrieve details for a specific Claude model by id.

• Action
  List message batches

  List Message Batches in the workspace, most recently created first.

• Action
  List models

  List the available Claude models, most recently released first.

• Action
  Send model a message

  Send a message to a Claude model and return its response. Supports the full Messages API: model, system prompt, multi-turn messages, max_tokens, tools, and adaptive thinking.

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