Integration

Connect Freshworks CRM to OnePageCRM

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

Freshworks CRM6 triggersFreshworks CRM17 actionsOnePageCRM9 triggersOnePageCRM11 actions

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What do you want Freshworks CRM and OnePageCRM 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 OnePageCRM

Triggers and actions 15 triggers · 28 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
Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
Trigger
New Call
Triggered when a phone call is logged in OnePageCRM.
Trigger
New Contact
Triggered when a new contact is created in OnePageCRM.
Trigger
New Deal
Triggered when a new deal is created in OnePageCRM.
Trigger
New Next Action
Triggered when a new next action is created in OnePageCRM.
Trigger
New Note
Triggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
Trigger
Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
Action
Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
Action
Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create Note
Adds a note to a contact's timeline in OnePageCRM.
Action
Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

Each app on its own

The other way round: OnePageCRM to Freshworks CRM