Integration

Connect Freshworks CRM to Botdog

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

Freshworks CRM6 triggersFreshworks CRM17 actionsBotdog30 actions

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Everything your agent can do with Freshworks CRM and Botdog

Triggers and actions 6 triggers · 47 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 blacklist
Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaign
Creates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a Campaign
Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklist
Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaign
Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to list
Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add list
Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippet
Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaign
Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaign
Deletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippet
Deletes one of your own message snippets in Botdog.
Action
Get campaign
Returns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequence
Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statistics
Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get lead
Returns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get list
Returns one Botdog lead list by id, with its name and lead count.
Action
List campaign leads
Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaigns
Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leads
Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in list
Returns the leads in a Botdog lead list.
Action
List paused campaign activities
Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippets
Returns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activities
Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklist
Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from list
Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activities
Resumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop lead
Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaign
Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update lead
Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippet
Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

Each app on its own

The other way round: Botdog to Freshworks CRM