--- title: "Connect Freshworks CRM to Arcgis Online - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Add item\" in Arcgis Online." canonical: "https://apiant.ai/connect/freshworks-crm-to-arcgis-online" --- # Connect Freshworks CRM to Arcgis Online When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Add item** in [Arcgis Online](https://apiant.ai/connections/arcgis-online). Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions Arcgis Online **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and Arcgis Online 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 Freshworks CRM can start in Arcgis Online - When **New Account** in Freshworks CRM then **Add item** in Arcgis Online - When **New Contact** in Freshworks CRM then **Update item** in Arcgis Online 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 Freshworks CRM and Arcgis Online ## Triggers and actions 6 triggers · 31 actions - 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 features** Adds one or more features (or table records) to an ArcGIS feature layer and returns the result for each added feature. - Action **Add folder** Creates a folder in a user's ArcGIS Online content space for organizing items. - Action **Add group** Creates a new group in your ArcGIS Online organization. You become the group's owner. - Action **Add item** Adds a new item (a URL, web map, app or JSON text content) to an ArcGIS Online user's content. - Action **Delete features** Deletes features from an ArcGIS feature layer or table, selected by object IDs, a where clause, or a spatial filter. - Action **Delete item** Deletes an item from a user's ArcGIS Online content, moving it to the recycle bin where supported or deleting it permanently. - Action **Find features** Finds features or table records in an ArcGIS feature layer that match a where clause, object IDs or a spatial filter, and returns them with their attributes and geometry. - Action **Find items** Searches ArcGIS Online for content items you can access, by keyword, bounding box, filter or category, and returns the matching items. - Action **Get item** Returns the details of an ArcGIS Online item, such as its title, type, owner, tags and sharing access. - Action **Get user** Returns an ArcGIS Online user's profile, including email, role, privileges, and the groups they belong to. - Action **List folders** Returns the folders in an ArcGIS Online user's content, with each folder's id and title. - Action **Share item** Shares an item you own with the public, your organization, and/or specific groups. - Action **Update features** Updates existing features or table records in an ArcGIS feature layer, returning a success result for each feature. - Action **Update item** Updates an existing ArcGIS Online item's details, such as its title, description, tags, URL or text content. Only the values you fill in are changed. ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **Arcgis Online** Cloud GIS platform for mapping, geocoding, routing, and spatial data hosting and analysis.](https://apiant.ai/connections/arcgis-online) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into Arcgis Online - [ **HubSpot to Arcgis Online** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-arcgis-online) - [ **Salesforce to Arcgis Online** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-arcgis-online) - [ **Slack to Arcgis Online** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-arcgis-online) - [ **Google Sheets to Arcgis Online** Google Sheets](https://apiant.ai/connect/google-sheets-to-arcgis-online) - [ **Gmail to Arcgis Online** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-arcgis-online) - [ **Google Calendar to Arcgis Online** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-arcgis-online) Questions ## Freshworks CRM and Arcgis Online, answered ### ### What can start an automation from Freshworks CRM? Any of Freshworks CRM's 6 triggers in the catalog, including New Account, New Contact, New Deal and New or Updated Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Arcgis Online when something happens in Freshworks CRM? Any of Arcgis Online's 14 actions, including Update features, Update item, Add features and Add folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Arcgis Online to Freshworks CRM? Arcgis Online has no triggers in the catalog today, so automations start in Freshworks CRM. If you need the other direction, ask: your agent reads Arcgis Online's API documentation and adds it. ### ### Do I have to build a connector for Freshworks CRM or Arcgis Online? 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 Freshworks CRM and Arcgis Online 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.