Connect Freshworks CRM to BulkGate

Both apps 31Freshworks CRM 23BulkGate 8

• 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
  Address Book - Add a Contact

  Adds a contact to your BulkGate address book, optionally placing it in existing groups or a new group.

• Action
  Address Book - Edit a Contact

  Updates an existing contact in your BulkGate address book, found by its phone number. Fields left blank are not changed.

• Action
  Address Book - Get a Contact

  Returns a contact from your BulkGate address book, looked up by phone number.

• Action
  Address Book - Remove a Contact

  Removes a contact from a BulkGate address book by phone number.

• Action
  Check Credit Balance

  Returns the remaining credit, currency and free message count for your BulkGate wallet.

• Action
  Url Shortener - Edit Shortened Url

  Points an existing BulkGate short link at a new destination address. The short link stays the same, so messages already sent keep working.

• Action
  Url Shortener - Remove a Shortened Url

  Removes a short link from your BulkGate account. The link stops redirecting, including in messages already sent.

• Action
  Url Shortener - Shorten an Url

  Creates a short link for a web address that you can use in message text. Links are valid for 30 days.

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