Connect Freshworks CRM to Beehiiv

Both apps 74Freshworks CRM 23Beehiiv 51

• 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.

• Trigger
  List automations

  poll for automations; new automations surface over time (trigger).

• Trigger
  List newsletter lists

  poll newsletter lists; new lists surface over time (trigger).

• Trigger
  List polls

  poll for polls; new polls surface over time (trigger).

• Trigger
  List segment subscriber IDs

  poll subscriber IDs in a segment; new IDs surface over time (trigger).

• Trigger
  List segment subscribers

  poll subscribers in a segment; new members surface over time (trigger).

• Trigger
  List tiers

  poll subscription tiers; new tiers surface over time (trigger).

• Trigger
  New subscriber to publication

  Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.

• Trigger
  New unsubscriber to publication

  Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.

• Action
  Add subscription tag

  add a tag to a subscription.

• Action
  Bulk create subscription

  create multiple subscriptions in a single bulk request.

• Action
  Create custom field

  create a new custom field.

• Action
  Create newsletter list

  create a new newsletter list.

• Action
  Create segment

  create a new segment.

• Action
  Create subscription

  Creates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.

• Action
  Delete custom field

  delete a custom field.

• Action
  Delete newsletter list

  delete a newsletter list.

• Action
  Delete segment

  delete a segment.

• Action
  Delete subscription

  Remove a subscriber from a publication.

• Action
  Get aggregate stats

  get aggregate statistics across posts.

• Action
  Get author

  get details for a specific author.

• Action
  Get custom field

  get details for a specific custom field.

• Action
  Get newsletter list

  get details for a specific newsletter list.

• Action
  Get newsletter list subscription

  get details for a newsletter list subscription.

• Action
  Get post

  Retrieve a single post by ID. Returns content, stats, and publish status.

• Action
  Get post templates

  get available post templates for a publication.

• Action
  Get publication

  get details for a specific publication.

• Action
  Get publication engagements

  get aggregate engagement stats for a publication.

• Action
  Get publications by subscription email

  get publications associated with a subscriber email.

• Action
  Get referral program

  get referral program details for a publication.

• Action
  Get segment

  get details for a specific segment.

• Action
  Get subscription by email

  Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.

• Action
  Get subscription by ID

  get details for a subscription by its ID.

• Action
  Get subscription update

  get a specific bulk subscription update record.

• Action
  Identify user

  get current OAuth user info.

• Action
  Identify workspace

  get current workspace info.

• Action
  List authors

  list all authors for a publication.

• Action
  List complimentary access

  list free access grants for a publication.

• Action
  List condition sets

  list all condition sets for a publication.

• Action
  List custom fields

  List a publication's subscriber custom fields. Returns field names and types for mapping.

• Action
  List posts

  List posts for a publication. Returns posts with status, audience, and publish metadata.

• Action
  List publications

  List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.

• Action
  List segments

  List segments for a publication. Returns segment ids, names, and types for audience targeting.

• Action
  List subscriptions

  List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.

• Action
  List subscription updates

  list bulk subscription update records.

• Action
  Recalculate segment

  recalculate segment membership.

• Action
  Update a tier

  update an existing tier.

• Action
  Update custom field

  update an existing custom field.

• Action
  Update subscription by email

  Update an existing subscriber identified by email. Changes tier, status, or custom fields.

• Action
  Update subscription by ID

  update a subscription by its ID.

• Action
  Update subscriptions

  update multiple subscriptions at once.

• Action
  Update subscriptions' status

  bulk update subscription status.

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