Integration
Connect Freshworks CRM to DialMyCalls
When something happens in Freshworks CRM, your agent does the next thing in DialMyCalls. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Freshworks CRM and DialMyCalls 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.
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Connect Claude CodeEverything your agent can do with Freshworks CRM and DialMyCalls
Triggers and actions 8 triggers · 38 actions
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New ContactPolling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New DealPolling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated AccountPolling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated DealPolling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to ContactAdds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create AccountCreates a new sales account in Freshworks CRM.
Action
Create AppointmentCreates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create ContactCreates a new contact in Freshworks CRM.
Action
Create DealCreates a new deal in Freshworks CRM.
Action
Create TaskCreates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by NameLooks up a sales account by name using the lookup endpoint.
Action
Find Contact by EmailLooks up a contact by email address using the lookup endpoint.
Action
Find deal by custom fieldSearches 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 nameSearches 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 nameSearches 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 nameSearches 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 AccountRetrieves a sales account by ID in Freshworks CRM.
Action
Get ContactRetrieves a contact by ID in Freshworks CRM.
Action
Get DealRetrieves a deal by ID in Freshworks CRM.
Action
Update ContactUpdates an existing contact by ID in Freshworks CRM.
Action
Update DealUpdates an existing deal by ID in Freshworks CRM.
Trigger
List Incoming TextsTriggers when a new text message comes in to your DialMyCalls number.
Trigger
New ContactTriggered when a new contact is added to your DialMyCalls address book.
Action
Add a ContactAdds a contact to your DialMyCalls account, optionally placing them in one or more groups.
Action
Add a GroupCreates a new contact group in your DialMyCalls account.
Action
Add a Recording (From Phone Call)Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone.
Action
Add a Recording (From URL)Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply.
Action
Add a Recording (Text-to-Speech)Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose.
Action
Delete a ContactDeletes a contact from your DialMyCalls account.
Action
Delete a GroupDeletes a contact group from your DialMyCalls account.
Action
Delete a RecordingDeletes a recording from your DialMyCalls account.
Action
Get a ContactReturns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to.
Action
Get a GroupReturns one contact group from your DialMyCalls account, including its name and how many contacts are in it.
Action
Get an Incoming TextReturns one text message that came in to your DialMyCalls number, including who it came from and the message body.
Action
Get a RecordingReturns one recording from your DialMyCalls account, including its name, length and the web address of its sound file.
Action
List Call BroadcastsReturns all the call broadcasts in your DialMyCalls account.
Action
List Caller IDsReturns all the caller IDs on your DialMyCalls account, including whether each one has been verified.
Action
List ContactsReturns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses.
Action
List GroupsReturns all the contact groups in your DialMyCalls account, with each group's name and contact count.
Action
List RecordingsReturns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address.
Action
List Text BroadcastsReturns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time.
Action
Update a ContactUpdates a contact in your DialMyCalls address book. Fields you leave blank are left as they are.
Action
Update a GroupRenames a contact group in your DialMyCalls account.
Action
Update a RecordingRenames a recording in your DialMyCalls account.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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