--- title: "Connect Freshworks CRM and Openlayer - APIANT.ai" description: "When \"New Account\" fires in Freshworks CRM, your agent runs \"Publish Record\" in Openlayer." canonical: "https://apiant.ai/connect/freshworks-crm-to-openlayer" --- # Connect Freshworks CRM and Openlayer When **New Account** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Publish Record** in [Openlayer](https://apiant.ai/connections/openlayer), or **New Project** in Openlayer to **Add Note to 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 Openlayer **2** triggers Openlayer **22** 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 Openlayer 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 Openlayer can do together ### From Freshworks CRM to Openlayer - When **New Account** in Freshworks CRM then **Publish Record** in Openlayer - When **New Contact** in Freshworks CRM then **Create Project** in Openlayer ### From Openlayer to Freshworks CRM - When **New Project** in Openlayer then **Add Note to Contact** in Freshworks CRM - When **New Test Result** in Openlayer then **Create 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 Openlayer ## Triggers and actions 8 triggers · 39 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 Project** Triggers when a new project is created in your Openlayer workspace. - Trigger **New Test Result** Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests. - Action **Create Data Source** Creates a new data source in a project for streaming production data to Openlayer. - Action **Create Project** Creates a new AI or ML project in your Openlayer workspace. - Action **Create Test** Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts. - Action **Delete Inference Pipeline** Delete an inference pipeline by its ID. - Action **Delete Project** Delete a project by its ID. - Action **Delete Test** Delete a test by its ID. - Action **Evaluate Test** Evaluates a test for a specific time range. Use after publishing records to get immediate results. - Action **Find Data Source** Finds a data source (inference pipeline) by name in a project. - Action **Find Project** Finds a project by name in your Openlayer workspace. - Action **Find Test Result** Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result. - Action **Get Inference Pipeline** Retrieve the details around a specific inference pipeline. - Action **Get Project** Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id. - Action **Get Test** Retrieve a test by ID. - Action **Get Test Result** Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one. - Action **List Inference Pipelines** List the authenticated user's inference pipelines under a project. - Action **List Projects** Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects. - Action **List Test Results** List all results for a test/goal under an inference pipeline. - Action **List Tests** Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests. - Action **Publish Record** Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer. - Action **Update Inference Pipeline** Update an inference pipeline. - Action **Update Project** Update a project. - Action **Update Test** Update a test (partial updates allowed). ## 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) - [ **Openlayer** Openlayer is a platform for monitoring, evaluating, and testing AI and ML models in production.](https://apiant.ai/connections/openlayer) 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 Openlayer - [ **Airtable to Openlayer** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-openlayer) - [ **Google Sheets to Openlayer** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-openlayer) - [ **Gmail to Openlayer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-openlayer) - [ **Google Calendar to Openlayer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-openlayer) - [ **Google Drive to Openlayer** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-openlayer) - [ **Mailchimp to Openlayer** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-openlayer) Questions ## Freshworks CRM and Openlayer, 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 Openlayer when something happens in Freshworks CRM? Any of Openlayer's 22 actions, including Create Data Source, Create Project, Create Test and Update Inference Pipeline. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Openlayer to Freshworks CRM? Yes. When something happens in Openlayer, your agent can act in Freshworks CRM too. This page covers both directions: Openlayer's triggers and Freshworks CRM's actions are listed here as well. ### ### Do I have to build a connector for Freshworks CRM or Openlayer? 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 Openlayer 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.