Freshworks CRM (Freshsales Suite) + Chatra Integration
Integrate Chatra to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each lead handled. Capture visitor chats, create CRM contacts, alert your sales team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Conversation is started in Chatra Instant- Message is received in Chatra Instant
- Chat is finished in Chatra Instant
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Trusted by experts at...
Ready Workflows for Freshworks CRM (Freshsales Suite) + Chatra Integration
Capture website chats, create contacts, update deals, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Chatra + Freshworks CRM (Freshsales Suite) flow
Sales and support teams want website chats routed straight to their communication and scheduling tools once the CRM record exists. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) +
Mailchimp (4)
Mailchimp (4) +
Stripe (4)
Stripe (4) +
Google Sheets (4)
Google Sheets (4) C
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Create a Freshworks CRM (Freshsales Suite) contact from every new Chatra conversation, and send a welcome email in Gmail
New Chatra conversations automatically create contacts in Freshworks CRM (Freshsales Suite) while dispatching a welcome message through Gmail.
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When a Chatra chat finishes, update the Freshworks CRM (Freshsales Suite) contact and email the summary in Gmail
Finished chats update your Freshworks CRM (Freshsales Suite) records while sending a detailed summary via Gmail.
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If a Chatra message is received about pricing, create a Freshworks CRM (Freshsales Suite) deal and email the sales lead in Gmail
Pricing inquiries captured in Chatra instantly create a Freshworks CRM (Freshsales Suite) deal and notify the team in Gmail.
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Use ChatGPT to summarise every finished Chatra chat, update Freshworks CRM (Freshsales Suite), and email the brief in Gmail
ChatGPT generates concise chat summaries that update Freshworks CRM (Freshsales Suite) before emailing the brief through Gmail.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Chatra
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
Try it → Instant
Message is received in Chatra
Triggers the automation when a new message is received
Try it → Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it → What can you automate with Chatra + Freshworks CRM (Freshsales Suite)?
Streamline your live chat operations by connecting website visitor engagement directly to your sales pipeline management.
💬
Create CRM contacts from live chats
Automatically generate a new Freshworks CRM (Freshsales Suite) contact whenever a conversation starts in Chatra. Capture visitor names and emails without manual data entry.
📋
Capture every submitted chat field
Map complete visitor information from Chatra into dedicated Freshworks CRM (Freshsales Suite) contact fields. Ensure no detail is lost during the hand-off.
🔔
Alert your team instantly
Notify sales reps the moment an important website visitor initiates a chat. Connect your workflow to communication tools for immediate outreach.
🔀
Route leads based on submitted queries
Perform different actions in Freshworks CRM (Freshsales Suite) depending on what the visitor asks about in Chatra. Separate sales inquiries from support tickets.
🔄
Keep CRM records up to date
Update existing Freshworks CRM (Freshsales Suite) contacts automatically when a Chatra conversation concludes. Keep your pipeline status current at all times.
🔍
Prevent duplicate contact entries
Search existing database records before creating new entries in Freshworks CRM (Freshsales Suite). Ensure returning website visitors update existing profiles.
⏱️
Handle completed chat milestones
Trigger follow-up tasks in Freshworks CRM (Freshsales Suite) the moment a chat finishes in Chatra. Maintain consistent customer follow-up cadences.
⚡
Extend your workflow to external apps
Connect Chatra and Freshworks CRM (Freshsales Suite) with Google Sheets or Slack to log conversations and alert your wider team in one continuous pipeline.
And much more...
Who is Chatra + Freshworks CRM (Freshsales Suite) integration for?
Customer-facing teams and sales professionals rely on this integration to eliminate manual data entry and capture every live chat lead instantly.
Sales managers
Support representatives
Account executives
Customer success teams
Business development executives
Data analysts
📈
Sales managers
You're reviewing conversion metrics but your pipeline reports only update when someone manually copies live chat transcripts into the CRM, so the lead counts you're optimising against are always outdated — with this integration, every new chat lead lands in Freshworks CRM (Freshsales Suite) instantly and your data stays current.
⚡
Support representatives
You need to respond to website visitors while they are still browsing, but you find out about new conversations hours after they end because nobody keyed the details in time — with this integration, every chat conversation creates a contact in Freshworks CRM (Freshsales Suite) immediately and your team acts without delay.
📋
Account executives
You answer to sales directors who want to see prospect engagement records immediately, but manual entry leaves gaps in your client history — with this integration, every chat update flows straight into Freshworks CRM (Freshsales Suite) and your pipeline records remain comprehensive.
🚀
Customer success teams
The volume of inbound live chat inquiries is too high for anyone to keep up by hand, resulting in missed follow-up tasks and frustrated buyers — with this integration, every conversation triggers automated CRM record creation and your team keeps pace effortlessly.
🤝
Business development executives
You own the outreach stage and depend on website visitors submitting their contact details, but support agents rarely hand over chat leads fast enough — with this integration, every conversation starts a seamless CRM pipeline entry without manual hand-offs.
🔍
Data analysts
You need a reliable customer interaction history for attribution modeling, but manual tracking leaves missing contact records across your database — with this integration, every chat interaction populates Freshworks CRM (Freshsales Suite) reliably and your audit history stays complete.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Chatra
Build and manage your Freshworks CRM (Freshsales Suite) + Chatra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Chatra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Automation is ready
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Frequently Asked Questions
How do I connect Chatra to Freshworks CRM (Freshsales Suite)?
You can connect Chatra to Freshworks CRM (Freshsales Suite) instantly using 1-click automations on Integrately or by asking Integrately AI to build the workflow. Select a ready template or connect your accounts in minutes alongside tools like Gmail, Slack, and Google Sheets.
Can I automatically create Freshworks CRM (Freshsales Suite) contacts from Chatra chats?
Can I connect Chatra, Freshworks CRM (Freshsales Suite), and Slack?
What is a good Zapier alternative for Chatra and Freshworks CRM (Freshsales Suite)?
How does Chatra handle visitor data during the integration?
Can I update deals in Freshworks CRM (Freshsales Suite) after a chat ends?
Do I need coding skills to automate Chatra and Freshworks CRM (Freshsales Suite)?
Is the Chatra and Freshworks CRM (Freshsales Suite) integration free?
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