--- title: "Connect Freshworks CRM to Livestorm - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Create Event\" in Livestorm." canonical: "https://apiant.ai/connect/freshworks-crm-to-livestorm" --- # Connect Freshworks CRM to Livestorm When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Create Event** in [Livestorm](https://apiant.ai/connections/livestorm). Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions Livestorm **15** 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 Livestorm 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 can start in Livestorm - When **New Account** in Freshworks CRM then **Create Event** in Livestorm - When **New Contact** in Freshworks CRM then **Update Event** in Livestorm 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 Livestorm ## Triggers and actions 6 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. - Action **Create Event** Creates a new Livestorm event with its first session, either from scratch or by duplicating the settings of an existing event. - Action **Create Registrant** Registers a person for an upcoming Livestorm event session, with their email, name, registration fields and UTM tracking data. - Action **Create Session** Schedules a new session for an existing Livestorm event. Returns the created session, including its room link, status and scheduled start time. - Action **Find People** Finds people in your Livestorm workspace by email address, optionally limited to participants or team members. - Action **Find Session** Finds event sessions in your Livestorm workspace whose name matches the one you give, optionally narrowed by status and date range. Returns the matching sessions and the first match. - Action **Get event** Returns a single Livestorm event, including its title, status, registration link, settings, owner and registration fields. - Action **Get person** Returns the details of a person in your Livestorm workspace, such as their name, email, role and timezone. - Action **Get session** Returns a single Livestorm session, including its status, schedule, room link and attendee counts, optionally with its event, people, chat messages, questions or recordings. - Action **List events** Returns the events in your Livestorm workspace, optionally filtered by title, scheduling status, tag, or creation and update dates. - Action **List sessions** Returns the sessions across all events in your Livestorm workspace, optionally filtered by status, scheduled start date, creation date or last update date. - Action **Remove Event** Deletes a single Livestorm event. - Action **Remove Registrant** Removes a registrant from a Livestorm event session, cancelling their registration. - Action **Remove Session** Deletes a single Livestorm event session. - Action **Update Event** Updates an existing Livestorm event, changing only the details you fill in, such as its title, description, status or room settings. - Action **Update Session** Updates a Livestorm session's name, start date/time or timezone. Fields left blank keep their current values. ## 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) - [ **Livestorm** Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable...](https://apiant.ai/connections/livestorm) 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 Livestorm - [ **HubSpot to Livestorm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-livestorm) - [ **Salesforce to Livestorm** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-livestorm) - [ **Slack to Livestorm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-livestorm) - [ **Google Sheets to Livestorm** Google Sheets](https://apiant.ai/connect/google-sheets-to-livestorm) - [ **Gmail to Livestorm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-livestorm) - [ **Google Calendar to Livestorm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-livestorm) Questions ## Freshworks CRM and Livestorm, 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 Livestorm when something happens in Freshworks CRM? Any of Livestorm's 15 actions, including Create Event, Create Registrant, Create Session and Update Event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Livestorm to Freshworks CRM? Livestorm has no triggers in the catalog today, so automations start in Freshworks CRM. If you need the other direction, ask: your agent reads Livestorm's API documentation and adds it. ### ### Do I have to build a connector for Freshworks CRM or Livestorm? 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 Livestorm 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.