Integration
Connect Typeform and Freshworks CRM
When New Form Response fires in Typeform, your agent runs Create Contact in Freshworks CRM, or New Account in Freshworks CRM to Get Account in Typeform. 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 Typeform and Freshworks CRM 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)Typeform collects the answers and Freshworks CRM holds the people those answers belong to. Joining them means a completed form can look up the contact by email, add the replies as a note, open a deal or a task, and a new account or deal in Freshworks CRM can set up the matching workspace or form in Typeform. The agent builds it, tests every scenario and keeps it running.
Example flows
What Typeform and Freshworks CRM can do together
From Typeform to Freshworks CRM
When New Form Response in Typeform
then Create Contact in Freshworks CRM
From Freshworks CRM to Typeform
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 Typeform and Freshworks CRM
Triggers and actions 7 triggers · 37 actions
- New Form Response
Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.
- Create Form
Create a new form. Provide the full form definition object (title, fields, etc.).
- Create or Update Webhook
Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.
- Create Theme
Create a new theme (name, colors, font, etc.).
- Create Workspace
Create a new workspace with the given name.
- Delete Form
Permanently delete a form by its form ID.
- Delete Theme
Delete a theme by its ID.
- Delete Webhook
Delete a webhook from a form by its tag.
- Delete Workspace
Delete a workspace by ID.
- Get Account
Retrieve the authenticated user's account/profile (/me).
- Get Form
Retrieve a single form definition by its form ID.
- Get Theme
Retrieve a single theme by its ID.
- Get Webhook
Retrieve a single webhook on a form by its tag.
- Get Workspace
Retrieve a single workspace by ID.
- List Forms
Retrieve all forms in your Typeform account (paginated).
- List Images
Retrieve all images in your account image library.
- List Responses
Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).
- List Themes
Retrieve all themes in your account (paginated).
- List Webhooks
List all webhooks configured on a form.
- List Workspaces
Retrieve all workspaces in your account (paginated).
- Update Form
Replace an existing form definition (full PUT) by form ID.
- 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.
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
Typeform and Freshworks CRM, answered
What if the person who filled in the form is not yet in Freshworks CRM?
Find Contact by Email tells you whether a matching record exists, so the build can add the note to the contact it found or fall back to Create Contact with the details from the response. Say which you want and the agent tests both scenarios before it goes live.
Can a form response open a deal as well as store the answers?
Yes. A New Form Response can trigger Create Deal in Freshworks CRM, and the same run can add a note to the contact or create a task against the deal. You choose which fields from the response fill the deal name and amount.
What can start an automation from Typeform?
Any of Typeform's 1 trigger in the catalog, including New Form Response. 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 Typeform?
Any of Freshworks CRM's 17 actions, including Create Contact, Create Deal, 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 Typeform?
Yes. When something happens in Freshworks CRM, your agent can act in Typeform too. This page covers both directions: Freshworks CRM's triggers and Typeform's actions are listed here as well.
Do I have to build a connector for Typeform 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 Typeform 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.