--- title: "Connect Typeform and Freshworks CRM - APIANT.ai" description: "When \"New Form Response\" fires in Typeform, your agent runs \"Create Contact\" in Freshworks CRM." canonical: "https://apiant.ai/connect/typeform-to-freshworks-crm" --- # Connect Typeform and Freshworks CRM When **New Form Response** fires in [Typeform](https://apiant.ai/connections/typeform), your agent runs **Create Contact** in [Freshworks CRM](https://apiant.ai/connections/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. Typeform **1** trigger Typeform **20** actions Freshworks CRM **6** triggers Freshworks CRM **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Typeform and Freshworks CRM to do together? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) 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 - When **New Form Response** in Typeform then **Create Deal** in Freshworks CRM ### From Freshworks CRM to Typeform - When **New Account** in Freshworks CRM then **Get Account** in Typeform - When **New Deal** in Freshworks CRM then **Create Form** in 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 - Trigger **New Form Response** Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token. - Action **Create Form** Create a new form. Provide the full form definition object (title, fields, etc.). - Action **Create or Update Webhook** Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl. - Action **Create Theme** Create a new theme (name, colors, font, etc.). - Action **Create Workspace** Create a new workspace with the given name. - Action **Delete Form** Permanently delete a form by its form ID. - Action **Delete Theme** Delete a theme by its ID. - Action **Delete Webhook** Delete a webhook from a form by its tag. - Action **Delete Workspace** Delete a workspace by ID. - Action **Get Account** Retrieve the authenticated user's account/profile (/me). - Action **Get Form** Retrieve a single form definition by its form ID. - Action **Get Theme** Retrieve a single theme by its ID. - Action **Get Webhook** Retrieve a single webhook on a form by its tag. - Action **Get Workspace** Retrieve a single workspace by ID. - Action **List Forms** Retrieve all forms in your Typeform account (paginated). - Action **List Images** Retrieve all images in your account image library. - Action **List Responses** Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size). - Action **List Themes** Retrieve all themes in your account (paginated). - Action **List Webhooks** List all webhooks configured on a form. - Action **List Workspaces** Retrieve all workspaces in your account (paginated). - Action **Update Form** Replace an existing form definition (full PUT) by form ID. - 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. ## Each app on its own - [ **Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connections/typeform) - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) Reviews ## What our customers say ## More from Typeform - [ **Typeform to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/typeform-to-salesforce) - [ **Typeform to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/typeform-to-slack) - [ **Typeform to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/typeform-to-airtable) - [ **Typeform to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/typeform-to-jira) - [ **Typeform to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/typeform-to-sendgrid) - [ **Typeform to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/typeform-to-intercom) ## More into Freshworks CRM - [ **Gmail to Freshworks CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-freshworks-crm) - [ **ActiveCampaign to Freshworks CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freshworks-crm) - [ **Trello to Freshworks CRM** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-freshworks-crm) - [ **Asana to Freshworks CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freshworks-crm) - [ **Freshdesk to Freshworks CRM** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-freshworks-crm) - [ **Capsule CRM to Freshworks CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-freshworks-crm) 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.