Freshworks CRM (Freshsales Suite) + Chatrace Integration

Integrate Chatrace to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each subscriber handled. Convert chat subscribers into CRM contacts, sync custom fields, update deals, and trigger follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace

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Ready Workflows Ready Workflows for Chatrace + Freshworks CRM (Freshsales Suite) Integration

Capture subscribers, create CRM contacts, update deals, sync custom fields, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Chatrace + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in Freshworks CRM (Freshsales Suite), this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Chatrace + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Chatrace with Freshworks CRM (Freshsales Suite)? This integration will allow you to automatically create a contact for each new order in Freshworks CRM (Freshsales Suite).

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Freshworks CRM (Freshsales Suite) + Chatrace Integration

Create Chatrace contact for new Freshworks CRM (Freshsales Suite) contact

Creating a new Chatrace contact for every new Freshworks CRM (Freshsales Suite) contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Freshworks CRM (Freshsales Suite) - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and Freshworks CRM (Freshsales Suite) systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Connect more apps to your Chatrace + Freshworks CRM (Freshsales Suite) flow

Sync chat interactions with your store, email marketing, or payment platform to keep customer data updated everywhere. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Chatrace
+
ShopifyShopify (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
SlackSlack (4)
C
S
F
Create a Shopify customer when a subscriber is created in Chatrace, and add a note in Freshworks CRM (Freshsales Suite).
New Chatrace subscribers instantly become Shopify customers while Freshworks CRM (Freshsales Suite) receives a detailed note, eliminating manual data entry across platforms.
S
F
C
When an order is created in Shopify, create a contact in Freshworks CRM (Freshsales Suite) and update the custom field in Chatrace.
Shopify orders automatically generate Freshworks CRM (Freshsales Suite) contacts and update Chatrace custom fields, keeping your sales funnel accurate.
C
S
F
If a cart is abandoned in Chatrace, create a draft order in Shopify and create a deal in Freshworks CRM (Freshsales Suite).
Recover lost revenue by instantly creating Shopify draft orders and Freshworks CRM (Freshsales Suite) deals when a cart is abandoned in Chatrace.
C
S
F
When an order is concluded in Chatrace, update the Shopify customer record and update the deal in Freshworks CRM (Freshsales Suite).
Completed chat orders update Shopify customer details and mark Freshworks CRM (Freshsales Suite) deals as won automatically.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Chatrace

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
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Set contact custom field in Chatrace
Sets a custom field for a contact
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What can you automate with Chatrace + Freshworks CRM (Freshsales Suite)?

Streamline your chat marketing, lead capture, and CRM management with automated workflows designed to save time.

What you can automate?
🔄
Sync Chatrace subscribers to Freshworks CRM contacts automatically
Turn every new Chatrace subscriber into a Freshworks CRM (Freshsales Suite) contact instantly. Eliminate manual data entry and ensure your sales pipeline stays updated with real-time lead capture.
📋
Capture every submitted custom field and order detail
Map available Chatrace custom fields and order properties directly into Freshworks CRM (Freshsales Suite) fields. Your CRM records capture complete interaction history instead of just basic names and emails.
🔔
Alert your sales team the moment an order arrives
Notify team members instantly in Slack or via SMS whenever a new order is created or concluded in Chatrace. Sales reps can engage high-intent prospects without delay.
🔀
Route records based on submitted tag values
Perform different actions depending on specific tags applied in Chatrace. Send VIP subscribers to priority CRM pipelines while routing standard leads to automated sequences.
🔄
Keep CRM deal stages updated as orders progress
Automatically update Freshworks CRM (Freshsales Suite) deals when an order is concluded or canceled in Chatrace. Your revenue reporting remains accurate without manual spreadsheet updates.
🔍
Search and update existing records to prevent duplicates
Look up existing contacts by email or phone number before creating new entries in Freshworks CRM (Freshsales Suite). Keep your database clean by updating existing profiles instead of creating duplicate records.
📦
Handle cart abandonment and order cancellations
Trigger follow-up tasks and update CRM deal statuses when a cart is abandoned or an order is canceled in Chatrace. Recover potential lost revenue with timely automated interventions.
🔗
Extend your workflow to external apps like Shopify or Slack
Connect your Chatrace and Freshworks CRM (Freshsales Suite) core flow with tools like Shopify, Mailchimp, or Slack. Create multi-step pipelines that span your entire tech stack.
And much more...

Who is Chatrace + Freshworks CRM (Freshsales Suite) integration for?

Teams managing chat marketing, lead generation, and sales pipelines use this integration to eliminate manual data entry and keep customer records updated instantly.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
E-commerce store owners
E-commerce store owners
Operations specialists
Operations specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running chat marketing campaigns across multiple channels but your tracking sheet only updates when someone manually exports subscriber lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new subscriber lands in your CRM instantly and your campaign data stays current.
Sales representatives
You need to follow up on high-intent leads immediately, but chat orders sit in your bot dashboard until someone checks them manually, meaning prospects wait hours for a reply — automating both apps means every chat order creates a CRM contact instantly, letting your sales team reach out while interest is peak.
📊
Account managers
You answer to clients who want real-time updates on customer sign-ups and deal progress, but consolidating chat data with your CRM takes hours of manual report building every week — connecting these apps means deal stages and contact records update automatically, giving your stakeholders an accurate live view without extra work.
🛒
E-commerce store owners
The volume of incoming chat orders and abandoned carts is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue opportunities — automating both apps means every cart event and order triggers instant CRM updates and recovery workflows without manual intervention.
🔄
Operations specialists
You own the handoff between automated chat campaigns and sales reps, but data silos cause leads to slip through the cracks between platforms — this integration means chat subscriber data flows straight into your sales pipeline without delay, ensuring smooth operational handoffs every time.
🗂️
Customer success leads
You need a reliable customer history for support and retention calls, but key interaction details remain trapped in your chat bot without making it into your CRM records — connecting these apps means every custom field change and order history entry logs automatically, leaving zero gaps in your customer timeline.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Chatrace

Build and manage your Freshworks CRM (Freshsales Suite) + Chatrace automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Chatrace with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
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Frequently Asked Questions

How do I connect Chatrace to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Chatrace to Freshworks CRM (Freshsales Suite) in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create a Freshworks CRM contact when a new subscriber is created in Chatrace?
Frequently Asked Questions
Can I connect Chatrace, Freshworks CRM (Freshsales Suite), and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does the integration handle subscriber data from Chatrace?
Frequently Asked Questions
Can I update deal stages in Freshworks CRM based on Chatrace orders?
Frequently Asked Questions
Do I need coding skills to set up Chatrace and Freshworks CRM (Freshsales Suite) automations?
Frequently Asked Questions
Is the Chatrace and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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