--- title: "Connect Freshworks CRM and iContact - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Create Contact\" in iContact." canonical: "https://apiant.ai/connect/freshworks-crm-to-icontact" --- # Connect Freshworks CRM and iContact When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Create Contact** in [iContact](https://apiant.ai/connections/icontact), or **New contact** in iContact to **Create Contact** in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions iContact **2** triggers iContact **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and iContact to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Freshworks CRM and iContact can do together ### From Freshworks CRM to iContact - When **New Account** in Freshworks CRM then **Create Contact** in iContact - When **New Contact** in Freshworks CRM then **Update Contact** in iContact ### From iContact to Freshworks CRM - When **New contact** in iContact then **Create Contact** in Freshworks CRM - When **New list** in iContact then **Add Note to Contact** in Freshworks CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Freshworks CRM and iContact ## Triggers and actions 8 triggers · 42 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 contact** Triggers when a new contact is added to an iContact client folder, optionally only contacts on a chosen list. - Trigger **New list** Triggers when a new subscriber list is created in an iContact client folder. - Action **Add campaign** Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder. - Action **Add custom field** Creates a new custom field for contacts in an iContact client folder. - Action **Create Contact** Create a new contact in an iContact client folder. - Action **Create List** Create a new contact list in a client folder. - Action **Create Message** Create a new email message in a client folder. - Action **Delete Contact** Delete an iContact contact by contact ID. - Action **Delete list** Deletes a subscriber list from an iContact client folder. - Action **Get Accounts** List iContact accounts accessible to these credentials. - Action **Get campaign** Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id. - Action **Get Client Folders** List client folders within an iContact account. - Action **Get Contact** Retrieve a single iContact contact by contact ID. - Action **Get list** Returns one subscriber list from an iContact client folder, including its name, public name and description. - Action **Get message** Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results. - Action **List Campaigns** List sending campaigns (from-name/email profiles) in a client folder. - Action **List Contacts** List contacts in a client folder, optionally filtered by email or status. - Action **List Custom Fields** List custom fields defined in a client folder. - Action **List Lists** Retrieve all contact lists in a client folder. - Action **List Messages** List email messages in a client folder. - Action **List sends** Returns every email send (pending, sending, released and cancelled) in an iContact client folder, including its message, target lists and segments, schedule, recipient count and status. - Action **List Subscriptions** List subscriptions in a client folder, optionally filtered by contact or list. - Action **Send Message to List** Schedule/send an existing message to one or more lists. - Action **Subscribe Contact to List** Subscribe a contact to a list (creates a subscription). - Action **Unsubscribe Contact from List** Remove a subscription, unsubscribing a contact from a list. - Action **Update Contact** Update an existing iContact contact by contact ID. - Action **Update list** Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed. ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **iContact** iContact allows your company to create, send, and track your email marketing messages with ease and...](https://apiant.ai/connections/icontact) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into iContact - [ **HubSpot to iContact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-icontact) - [ **Google Sheets to iContact** Google Sheets](https://apiant.ai/connect/google-sheets-to-icontact) - [ **Gmail to iContact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-icontact) - [ **Google Calendar to iContact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-icontact) - [ **Google Drive to iContact** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-icontact) - [ **ActiveCampaign to iContact** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-icontact) Questions ## Freshworks CRM and iContact, answered ### ### What can start an automation from Freshworks CRM? Any of Freshworks CRM's 6 triggers in the catalog, including New Account, New Contact, New Deal and New or Updated Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in iContact when something happens in Freshworks CRM? Any of iContact's 25 actions, including Create Contact, Create List, Create Message and Send Message to List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iContact to Freshworks CRM? Yes. When something happens in iContact, your agent can act in Freshworks CRM too. This page covers both directions: iContact's triggers and Freshworks CRM's actions are listed here as well. ### ### Do I have to build a connector for Freshworks CRM or iContact? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Freshworks CRM and iContact without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.