Connect Freshworks CRM to PickFu

Both apps 34Freshworks CRM 23PickFu 11

• 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
  Add Tag

  Create a new tag for organizing polls/surveys. Endpoint: POST /tags.

• Action
  Create Poll

  Publish an Open-Ended or Head-To-Head poll with 1-4 options

• Action
  Delete Poll

  Delete a poll/survey by id. Endpoint: DELETE /surveys/{id}.

• Action
  Generate Media

  Generate media (e.g. AI-generated image/mockup) for use in a poll/survey. Endpoint: POST /media/generate.

• Action
  Get Poll

  Fetch a single poll/survey's metadata by id. Endpoint: GET /surveys/{id}.

• Action
  Get Project

  Fetch a single project by id. Endpoint: GET /projects/{id}.

• Action
  List Projects

  List all projects (folders grouping polls/surveys). Endpoint: GET /projects.

• Action
  List Tags

  List all tags in the account. Endpoint: GET /tags.

• Action
  Update Poll

  Update fields on an existing poll/survey. Endpoint: PATCH /surveys/{id}.

• Action
  Update Project

  Update a project's name/details. Endpoint: PATCH /projects/{id}.

• Action
  Upload Media

  Upload a media file (image/video) for use in a poll/survey. Endpoint: POST /media/upload.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.