Freshworks CRM (Freshsales Suite) + CleverReach Integration

Integrate CleverReach to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each subscriber handled. Create contacts, update deals, sync accounts, and alert your sales team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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)
  • CleverReach
    Subscriber is created in the list in CleverReach
  • CleverReach
    Subscriber is unsubscribed from list in CleverReach
Arrow Right
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)
  • CleverReach
    Add subscriber in CleverReach
  • CleverReach
    Activate subscriber in CleverReach
  • CleverReach
    Search subscriber in CleverReach
  • CleverReach
    Update subscriber in CleverReach
  • CleverReach
    Unsubscribe email in CleverReach
  • CleverReach
    Add order item in CleverReach

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

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

Capture subscribers, create CRM contacts, update accounts, notify your team, and trigger follow-ups, all in just one click.

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

Create Freshworks CRM (Freshsales Suite) deal for new CleverReach contact

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new contact is created in CleverReach. Just connect your accounts, and every time a new contact is created in CleverReach, a new deal will automatically be created in Freshworks CRM (Freshsales Suite).

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
See more
CleverReach + Freshworks CRM (Freshsales Suite) Integration

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

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Freshworks CRM (Freshsales Suite) contact and CleverReach contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
Freshworks CRM (Freshsales Suite) + CleverReach Integration

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

If you're using Freshworks CRM (Freshsales Suite) to manage your sales leads, it's important to also use CleverReach to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Freshworks CRM (Freshsales Suite), a corresponding contact will automatically be created in CleverReach.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CleverReach + Freshworks CRM (Freshsales Suite) flow

Bring in ecommerce orders, support requests, calendar bookings, and payment data to keep your entire business aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
CleverReach
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
S
C
F
Add every new Shopify customer as a subscriber in CleverReach, and create a contact in Freshworks CRM (Freshsales Suite).
New Shopify customers appear instantly in CleverReach and Freshworks CRM (Freshsales Suite), eliminating manual data entry across your marketing and sales stack.
S
C
F
When a Shopify order is paid, update the contact in Freshworks CRM (Freshsales Suite) and update subscriber details in CleverReach.
Paid orders update your customer records in Freshworks CRM (Freshsales Suite) and CleverReach automatically, keeping your purchase history accurate.
S
C
F
If a Shopify order value exceeds your threshold, create a high-value deal in Freshworks CRM (Freshsales Suite) and tag the subscriber in CleverReach.
High-value Shopify orders trigger VIP deals in Freshworks CRM (Freshsales Suite) and segment your buyers in CleverReach instantly.
S
C
F
Use Claude to categorise Shopify customer feedback, update Freshworks CRM (Freshsales Suite), and update CleverReach subscriber lists.
Claude analyses customer notes from Shopify to update Freshworks CRM (Freshsales Suite) and adjust CleverReach segments.

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

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
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 →
Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
Try it →
Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
Try it →
Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
Try it →
Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
Try it →
Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
Try it →
Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
Try it →
Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
Try it →
Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
Try it →
Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
Try it →
Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
Try it →
Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
Try it →
Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
Try it →
Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
Try it →
Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
Try it →
Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
Try it →
Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
Try it →
Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
Try it →
Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
Try it →
Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
Try it →
Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
Try it →
Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
Try it →
Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
Try it →
Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
Try it →
Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
Try it →
CleverReach
CleverReach Triggers & Actions
Subscriber is created in the list in CleverReach
Triggers the automation when a subscriber is added to the list
Try it →
Subscriber is unsubscribed from list in CleverReach
Triggers the automation when a subscriber opts out from a particular list
Try it →
Add subscriber in CleverReach
Adds a new contact to your subscriber list
Try it →
Activate subscriber in CleverReach
Activates a subscriber
Try it →
Search subscriber in CleverReach
Look up and retrieve subscriber information
Try it →
Update subscriber in CleverReach
Updates subscriber information
Try it →
Unsubscribe email in CleverReach
Removes email address from mailing list
Try it →
Add order item in CleverReach
Adds new item to order list
Try it →

What can you automate with CleverReach + Freshworks CRM (Freshsales Suite)?

Streamline your marketing campaigns and sales pipeline with reliable, automated data flows between CleverReach and Freshworks CRM (Freshsales Suite).

What you can automate?
🔄
Sync subscribers to CRM contacts automatically
Send every new CleverReach subscriber straight into Freshworks CRM (Freshsales Suite) as a contact the moment they sign up. Eliminate manual copy-pasting and keep your pipeline populated.
📋
Capture every submitted field and attribute
Map all custom subscriber fields from CleverReach into your Freshworks CRM (Freshsales Suite) contact profiles. Ensure your sales reps have complete context before reaching out.
🔔
Alert your team about crucial updates
Notify your sales channel when high-value leads are created or deal stages change in Freshworks CRM (Freshsales Suite). Respond to hot prospects without delay.
🔀
Route records based on submitted criteria
Create different deal types or assign tasks dynamically in Freshworks CRM (Freshsales Suite) based on subscriber tags or form responses from CleverReach.
⏱️
Keep contact records up to date continuously
Update subscriber status in CleverReach whenever contact details or deal stages change in Freshworks CRM (Freshsales Suite). Prevent outdated information from stalling campaigns.
🔍
Search and update instead of creating duplicates
Look up existing contact records in Freshworks CRM (Freshsales Suite) before adding new CleverReach subscribers. Keep your database clean and free of duplicate entries.
💳
Handle later status changes and cancellations
Unsubscribe email addresses in CleverReach or update deal statuses in Freshworks CRM (Freshsales Suite) when subscriptions are canceled or payments fail.
🔌
Extend your workflow with Slack alerts
Post instant notifications to your Slack channels whenever a new CleverReach subscriber triggers a deal creation in Freshworks CRM (Freshsales Suite).
And much more...

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

Email marketers and sales professionals eliminate manual list syncing and CRM data entry, keeping their pipelines current and campaigns targeted.

Email marketing managers
Email marketing managers
Sales development reps
Sales development reps
Account executives
Account executives
Growth marketers
Growth marketers
Customer success teams
Customer success teams
Operations analysts
Operations analysts
📈
Email marketing managers
You're running targeted email campaigns in CleverReach but your subscriber lists only update when someone manually exports contacts, so your campaign metrics are always lagging — this integration means every new contact flows into your CRM instantly and your audience data stays current.
Sales development reps
You need to follow up with new leads immediately, but you find out about form signups hours later when reviewing reports, so deals go cold before you reach out — with this integration, every new contact creates a CRM record instantly and your outreach begins right away.
📊
Account executives
You answer to sales directors who want to see pipeline progress in real time, but manual data entry leaves gaps in your deal tracking, so performance reviews are always contentious — automating both apps means your deal stages and account notes are updated automatically.
🚀
Growth marketers
The volume of subscriber signups is too high for anyone to keep up with by hand, leading to unmanaged lists and unassigned leads across your tools — connecting these apps means every submission is processed and routed without manual intervention.
🤝
Customer success teams
You own account retention and depend on marketing teams to hand over subscriber activity notes, but details get lost in transit, so customer onboarding starts off blind — this integration means your contact notes and activity history are always complete.
🔍
Operations analysts
You need a reliable audit history of every subscriber and deal interaction, but disconnected tools keep producing conflicting records, so your reporting is always inaccurate — connecting these apps means your data flows seamlessly into a single source of truth.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

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

Build and manage your Freshworks CRM (Freshsales Suite) + CleverReach 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) + CleverReach 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect CleverReach to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect CleverReach to Freshworks CRM (Freshsales Suite) in 1 click using Integrately, with ready-made workflows and Integrately AI to handle your subscriber and contact sync effortlessly.
Can I automatically create Freshworks CRM contacts from new CleverReach subscribers?
Frequently Asked Questions
Can I connect CleverReach, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CleverReach and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does CleverReach subscriber data map to Freshworks CRM?
Frequently Asked Questions
Can I update Freshworks CRM deals when CleverReach subscribers change?
Frequently Asked Questions
Do I need coding skills to automate CleverReach and Freshworks CRM?
Frequently Asked Questions
Is the CleverReach and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect CleverReach or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

CleverReach
Popular CleverReach Integrations
Connect CleverReach to email, marketing, and analytics tools to manage and run your campaigns.
Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Sync Freshworks CRM (Freshsales Suite) with project management, invoicing, and reporting tools to keep your revenue stack connected.