CRM

Freshworks CRM integrations

Connect Freshworks CRM to any other app, or use it from your AI client over MCP. Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.

Connects with an API keyfreshworks.com
6 triggers17 actions

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 to automate with Freshworks CRM?

Ask the assistant

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

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)

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What your agent can do with Freshworks CRM

Triggers and actions 6 triggers · 17 actions

  • 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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Questions

Freshworks CRM, answered

Is there a Freshworks CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Freshworks CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Freshworks CRM actions on demand, or have APIANT build, test and run automations that use Freshworks CRM. Nothing to install.

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 Freshworks CRM?

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

Can I use Freshworks CRM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Freshworks CRM two ways. Ask it to do something in Freshworks CRM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Freshworks CRM API?

No. APIANT connects to the Freshworks CRM API for you, with your Freshworks CRM API key. Describe what you want in plain language and your agent builds it on the Freshworks CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Freshworks CRM API documentation and adds it.

Which apps can Freshworks CRM connect to?

Any app in the catalog; the list on this page pairs Freshworks CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.