Integration

Connect Gmail and Freshworks CRM

When Email Sent fires in Gmail, your agent runs Find Contact by Email in Freshworks CRM, or New Contact in Freshworks CRM to Create Email Draft in Gmail. 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 Gmail and Freshworks CRM to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

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)
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)

Freshworks CRM holds the contacts, deals and tasks; Gmail holds the conversation. Connecting them means a new deal or contact in Freshworks CRM can start an email or draft in Gmail, and mail arriving or going out in Gmail can create a contact, leave a note or open a task on the right record.

Example flows

What Gmail and Freshworks CRM can do together

From Gmail to Freshworks CRM

From Freshworks CRM to Gmail

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 Gmail and Freshworks CRM

Triggers and actions 8 triggers · 58 actions

Each app on its own

Reviews

What our customers say

More from Gmail

More into Freshworks CRM

Questions

Gmail and Freshworks CRM, answered

Can email I send from Gmail show up on the contact record in Freshworks CRM?

Yes. The Email Sent trigger in Gmail can hand the message to the Add Note to Contact action in Freshworks CRM, so the note sits on the contact. You can look the contact up by email address first so the note lands on the right record.

What happens when a new deal has no matching contact in Freshworks CRM?

Find Contact by Email returns nothing, and the run can stop there instead of emailing the wrong person. Only when the contact is found does the Gmail Send Email action run and the note and task get created in Freshworks CRM.

What can start an automation from Gmail?

Any of Gmail's 2 triggers in the catalog, including Email Sent and New Gmail Message. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Freshworks CRM when something happens in Gmail?

Any of Freshworks CRM's 17 actions, including Add Note to Contact, Find Contact by Email, Create Account and Create Appointment. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Freshworks CRM to Gmail?

Yes. When something happens in Freshworks CRM, your agent can act in Gmail too. This page covers both directions: Freshworks CRM's triggers and Gmail's actions are listed here as well.

Do I have to build a connector for Gmail or Freshworks CRM?

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 Gmail and Freshworks CRM 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.