Integration

Connect Freshworks CRM to Freshdesk

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

Freshworks CRM6 triggersFreshworks CRM17 actionsFreshdesk3 triggersFreshdesk21 actions

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What do you want Freshworks CRM and Freshdesk 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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Everything your agent can do with Freshworks CRM and Freshdesk

Triggers and actions 9 triggers · 38 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.
Trigger
New Company
Triggers when a new company is created.
Trigger
New Contact
Triggers when a new contact is created.
Trigger
New Ticket
Triggers when a new ticket is created.
Action
Add Note to Ticket
Adds a private or public note to a ticket.
Action
Create Company
Creates a new company.
Action
Create Contact
Creates a new contact.
Action
Create Ticket
Creates a new ticket in Freshdesk.
Action
Delete Contact
Deletes a contact by ID.
Action
Delete Ticket
Deletes a ticket by ID.
Action
Get Agent
Retrieves an agent by ID.
Action
Get Company
Retrieves a company by ID.
Action
Get Contact
Retrieves a contact by ID.
Action
Get Ticket
Retrieves a single ticket by ID.
Action
List Agents
Lists all agents.
Action
List Companies
Lists companies.
Action
List Contacts
Lists contacts.
Action
List Ticket Conversations
Lists all conversations (replies and notes) on a ticket.
Action
List Tickets
Lists tickets, most recently updated first.
Action
Reply to Ticket
Adds a public reply to a ticket conversation.
Action
Search Contacts
Searches contacts using a Freshdesk query string.
Action
Search Tickets
Searches tickets using a Freshdesk query string.
Action
Update Company
Updates a company by ID.
Action
Update Contact
Updates a contact by ID.
Action
Update Ticket
Updates an existing ticket by ID.

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The other way round: Freshdesk to Freshworks CRM