Integration

Connect Freshworks CRM to Hellotracks

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

Freshworks CRM6 triggersFreshworks CRM17 actionsHellotracks5 triggersHellotracks15 actions

Browse all apps

Build it

What do you want Freshworks CRM and Hellotracks 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.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Freshworks CRM and Hellotracks

Triggers and actions 11 triggers · 32 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
Alert triggered
Fires when a configured alert (late arrival, idle, zone entry/exit, low battery, etc.) triggers. Webhook key alert_triggered via /v1/webhooks or /api/setwebhooks (Hellotracks API).
Trigger
Completed Job
Triggers when a job reaches a completed state.
Trigger
Member clocked in or out
Fires when a worker turns location tracking on (clock-in) or off (clock-out) from the mobile app. Webhook key clock_in_out via /v1/webhooks or /api/setwebhooks (Hellotracks API).
Trigger
New Job
Triggers when a job is created.
Trigger
Updated Job
Triggers when a job is created, assigned, completed, archived, or otherwise updated.
Action
Add member
Create a new team member (worker) account. POST /api/createaccount (Hellotracks API).
Action
Add place
Create a new saved place/geofence. POST /api/createplace (Hellotracks API).
Action
Archive Job
Archives a job by ID.
Action
Auto-assign jobs
Automatically assign a set of unassigned jobs to available members. POST /api/autoassign (Hellotracks API).
Action
Create Job
Creates or updates a job. If External ID matches an existing job, the existing job is updated.
Action
Delete Job
Deletes a job by ID.
Action
Delete member
Delete a team member account. POST /api/deleteaccount (Hellotracks API).
Action
Distribute job
Assign/distribute one or more jobs to members for dispatch. POST /api/distributejobs (Hellotracks API).
Action
Find Member
Finds a member by exact email, username, name, or UID.
Action
Generate report
Generate a report (e.g. timesheet/activity) for a date range. POST /api/createreport (Hellotracks API); RPC-style call returning report data.
Action
Optimize route
Compute an optimized route ordering for a member's assigned jobs. POST /api/routeoptimization (Hellotracks API); RPC-style call returning route data.
Action
Restore job
Restore a previously archived job. POST /api/restorejobs (Hellotracks API).
Action
Update Job
Updates a job by ID.
Action
Update member
Edit an existing team member's fields. POST /api/editaccount (Hellotracks API).
Action
Update place
Edit an existing saved place/geofence. POST /api/editplace (Hellotracks API).

Each app on its own

The other way round: Hellotracks to Freshworks CRM