Integration
Connect Freshworks CRM and Pinpoint
When New Account fires in Freshworks CRM, your agent runs Add comment in Pinpoint, or New Application in Pinpoint to Add Note to Contact 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 Pinpoint 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)Example flows
What Freshworks CRM and Pinpoint can do together
From Freshworks CRM to Pinpoint
When New Account in Freshworks CRM
then Add comment in Pinpoint
From Pinpoint 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 Pinpoint
Triggers and actions 10 triggers · 34 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.
- Application Stage Update
Triggers when an application moves to a different hiring stage in Pinpoint.
- New Application
Triggers when a new job application is submitted in Pinpoint.
- New Job
Triggers when a new job is created in Pinpoint, returning the job's details and custom field values.
- New Talent Pipeline Candidate
Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint.
- Add application
Creates a new application (candidate applying) for a job in Pinpoint.
- Add comment
Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment.
- Add job
Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links.
- Add requisition
Creates a requisition in Pinpoint from a requisition template and returns the new requisition.
- Get application
Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes.
- Get candidate
Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes.
- Get job
Returns one job by its id, including its custom field values and any related records you ask for.
- List applications
Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria.
- List candidates
Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status.
- List comments
Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date.
- List interviews
Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance.
- List job postings
Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates.
- List jobs
Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more.
- List requisitions
Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date.
- List users
Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for.
- Update application
Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter.
- Update candidate
Updates an existing candidate's personal and contact details in Pinpoint.
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
More from Freshworks CRM
Freshworks CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Freshworks CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Freshworks CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Freshworks CRM to MailchimpMailchimp marketing automation and email platform.
Freshworks CRM to StripeStripe is a payment processing platform for online businesses.
Freshworks CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Pinpoint
Google Sheets to PinpointGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PinpointGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PinpointGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PinpointGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Freshworks CRM and Pinpoint, 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 Pinpoint when something happens in Freshworks CRM?
Any of Pinpoint's 17 actions, including Update application, Update candidate, Add application and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pinpoint to Freshworks CRM?
Yes. When something happens in Pinpoint, your agent can act in Freshworks CRM too. This page covers both directions: Pinpoint's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Pinpoint?
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 Pinpoint 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.