Integration
Connect Freshworks CRM and Intercom
When New Account fires in Freshworks CRM, your agent runs Find contact by email in Intercom, or New company in Intercom to Create Task in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshworks CRM and Intercom to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Freshworks CRM holds your accounts, deals and tasks; Intercom holds the conversations and tickets your customers start. Joining them means a new deal can leave a note on the right Intercom contact, and a new Intercom ticket can raise a task for the account owner in Freshworks CRM. The agent builds the whole flow and tests every scenario before it runs.
Example flows
What Freshworks CRM and Intercom can do together
From Freshworks CRM to Intercom
When New Account in Freshworks CRM
then Find contact by email in Intercom
From Intercom to 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 Intercom
Triggers and actions 10 triggers · 47 actions
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- 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.
- 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.
- 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.
- 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.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
- New company
Fires when a new company is created.
- New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
- New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
- New ticket
Fires when a new ticket is created.
- Add company
Create (or upsert) a company in Intercom.
- Add note to contact
Adds a note to the specified contact as the specified admin.
- Add note to conversation
Adds an internal note to the specified conversation as an admin.
- Add tag to contact
Attaches a tag to the specified contact.
- Add ticket
Create a support ticket.
- Assign conversation
Assigns the conversation to an admin or team.
- Close conversation
Closes the specified conversation.
- Create contact
Creates a new contact (role user or lead) in Intercom.
- Create message
Creates an admin-initiated email or in-app message to a contact.
- Delete company
Delete a company by ID.
- Delete contact
Deletes a contact by ID.
- Find admin by email
Fetches an admin's details. Lists all admins; match by email.
- Find contact by email
Searches contacts by email and returns matches.
- Find tickets
Search tickets by criteria.
- Get company
Retrieve a company by ID.
- Get contact
Fetches a contact's details by ID.
- Get conversation
Fetches a conversation's details by ID.
- Get ticket
Retrieve a ticket by ID.
- List companies
List all companies.
- List segments
List all segments.
- List tags
Lists all tags for the workspace.
- Open conversation
Opens (marks open) the specified conversation.
- Remove tag from contact
Detaches a tag from the specified contact.
- Send conversation reply
Sends a reply to the specified conversation as an admin.
- Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
- Start conversation
Starts a new conversation with the specified contact.
- Track event
Submit a data event for a contact.
- Update company
Update an existing company.
- Update contact
Updates an existing contact specified by ID.
- Update ticket
Update an existing ticket.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Freshworks CRM and Intercom, answered
How does the agent match a Freshworks CRM record to the right person in Intercom?
It uses Find contact by email in Intercom, or Find Contact by Email in Freshworks CRM when the trigger starts on the Intercom side. If no single match comes back, you decide what happens next, such as creating the contact or stopping there.
Can work flow in both directions between the two apps?
Yes. Freshworks CRM triggers like New Account or New or Updated Deal can drive Intercom actions such as Add company or Track event, and Intercom triggers like New ticket or New company can drive Freshworks CRM actions such as Create Task or Create Account.
What can start an automation from Freshworks CRM?
Any of Freshworks CRM's 6 triggers in the catalog, including New Account, New Deal, New or Updated Deal and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Intercom when something happens in Freshworks CRM?
Any of Intercom's 30 actions, including Add company, Find contact by email, Track event and Create contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Intercom to Freshworks CRM?
Yes. When something happens in Intercom, your agent can act in Freshworks CRM too. This page covers both directions: Intercom's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Intercom?
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 Intercom 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.