Integration

Connect Freshworks CRM to Baremetrics

When something happens in Freshworks CRM, your agent does the next thing in Baremetrics. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsBaremetrics14 actions

Browse all apps

Build it

What do you want Freshworks CRM and Baremetrics 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.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Freshworks CRM and Baremetrics

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 goal
Create a new revenue or metric goal for a data source.
Action
Augment Customer
Augments a customer with data.
Action
Cancel subscription
Cancel an active customer subscription.
Action
Create Subscription
Creates a new Subscription.
Action
Delete goal
Remove a goal from a data source.
Action
Delete subscription
Remove a subscription from a Baremetrics data source.
Action
Get annotation
Look up a single annotation's details by ID.
Action
Get charge
Look up a single charge's details by ID.
Action
Get goal
Look up a single goal's details by ID.
Action
Get plan
Look up a single pricing plan's details by ID.
Action
List annotations
Retrieve the list of annotations (notes marked on a metrics chart) for a data source.
Action
List goals
Retrieve the list of revenue/metric goals defined for a data source.
Action
List plans
Retrieve the list of pricing plans defined for a data source.
Action
List subscriptions
Retrieve the list of customer subscriptions for a data source.

Each app on its own

The other way round: Baremetrics to Freshworks CRM