Integration
Connect Freshworks CRM to Retently
When something happens in Freshworks CRM, your agent does the next thing in Retently. Describe it 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 Retently to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 can start in Retently
When New Account in Freshworks CRM
then Create or Update Customer in Retently
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 Retently
Triggers and actions 6 triggers · 33 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.
- Apply Tag to Response
Adds a tag to a survey response.
- Apply Topic to Response
Adds a topic to a survey response.
- Create or Update Customer
Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.
- Delete Customer
Deletes a customer and all their associated data from Retently, identified by email address.
- Find Company
Finds a Retently company by its website domain (or company ID) and returns its full record.
- Find Customer by Email
Returns up to 20 Retently customers that match the specified email address.
- Get campaign report
Returns NPS/CX score and response-volume report data for a campaign over a date range.
- Get Company
Fetches a company by ID. An error occurs if the company is not found.
- Get Customer
Fetches a customer by ID. An error occurs if the customer is not found.
- Get feedback
Retrieves a single survey response (feedback) by its Retently ID.
- Get latest score
Returns the most recent NPS/CX score snapshot for the account or a given campaign.
- List Campaigns
Lists the survey campaigns in the Retently account.
- List Companies
Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.
- List Customers
Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter.
- Resubscribe customer
Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.
- Unsubscribe Customer
Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.
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
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Questions
Freshworks CRM and Retently, 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 Retently when something happens in Freshworks CRM?
Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Retently to Freshworks CRM?
Retently has no triggers in the catalog today, so automations start in Freshworks CRM. If you need the other direction, ask: your agent reads Retently's API documentation and adds it.
Do I have to build a connector for Freshworks CRM or Retently?
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.
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.