Integration

Connect Snitcher to Freshworks CRM

When something happens in Snitcher, your agent does the next thing in Freshworks CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

Snitcher2 triggersSnitcher11 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

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What do you want Snitcher and Freshworks CRM to do together?

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Everything your agent can do with Snitcher and Freshworks CRM

Triggers and actions 8 triggers · 28 actions

Trigger
New Organisation
Triggered when a new company is identified visiting your website in the selected Snitcher workspace.
Trigger
Organisation Enters Segment
Triggered when a company first appears in the selected Snitcher segment.
Action
Create Custom Field
Creates a new custom field definition on organisations in a Snitcher workspace.
Action
Create Tag
Creates a new tag in a Snitcher workspace so it can be applied to organisations.
Action
Find Contacts
Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.
Action
Find Organisation
Looks up an organisation in a Snitcher workspace by company name and returns the first match.
Action
Get User Profile
Returns the name, email and id of the Snitcher user the connection belongs to.
Action
List Custom Fields
Returns all custom field definitions set up on organisations in a Snitcher workspace.
Action
List Segments
Returns all segments defined in a Snitcher workspace.
Action
List Sessions
Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.
Action
List Workspaces
Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.
Action
Reveal Contact Email
Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.
Action
Search Organisations
Searches the organisations in a Snitcher workspace using advanced field filters.
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.

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The other way round: Freshworks CRM to Snitcher