Freshworks CRM (Freshsales Suite) + Crisp Integration

Integrate Crisp to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Sync new leads, create deals, update customer records, and alert your team 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)
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp Instant
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2.

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

Capture new contacts, update deals, sync customer records, alert your team, and trigger follow-ups, all in just one click.

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

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

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Crisp - Freshworks CRM (Freshsales Suite) integration, anytime a new Crisp contact is created, an Freshworks CRM (Freshsales Suite) contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Crisp + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal from new Crisp contact

Anytime a new contact is created in your Crisp, a new deal will automatically be created in your Freshworks CRM (Freshsales Suite). This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Crisp - Freshworks CRM (Freshsales Suite) integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Freshworks CRM (Freshsales Suite) + Crisp Integration

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

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Freshworks CRM (Freshsales Suite) - Crisp integration, anytime a new Freshworks CRM (Freshsales Suite) contact is created, an Crisp contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Crisp + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Crisp contact

In Crisp, when you create a contact, it automatically creates a task in Freshworks CRM (Freshsales Suite) for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Crisp + Freshworks CRM (Freshsales Suite) flow

Sync your core customer data with messaging, scheduling, email, payment, form, and spreadsheet tools to keep every team aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Crisp
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SlackSlack (5)
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CalendlyCalendly (5)
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MailchimpMailchimp (5)
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StripeStripe (5)
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TypeformTypeform (5)
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Google SheetsGoogle Sheets (5)
C
F
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Create a Freshworks CRM (Freshsales Suite) contact when a contact is created in Crisp, and notify your team in Slack
New Crisp contacts appear in Freshworks CRM (Freshsales Suite) instantly and your sales channel hears about it in Slack, eliminating manual entry.
F
C
S
When a deal is created in Freshworks CRM (Freshsales Suite), update contact custom data in Crisp and notify your team in Slack
Keep Crisp custom data synchronized whenever a Freshworks CRM (Freshsales Suite) deal is created, and broadcast the update in Slack.
C
F
S
When a message is received in Crisp, create a task in Freshworks CRM (Freshsales Suite) and post an alert in Slack
Turn important incoming Crisp messages into actionable Freshworks CRM (Freshsales Suite) tasks while alerting your support channel in Slack.
C
F
S
If a contact is created in Crisp with high-intent data, create a Freshworks CRM (Freshsales Suite) deal and alert sales in Slack
Filter high-intent Crisp contacts to automatically create Freshworks CRM (Freshsales Suite) deals and notify your sales channel in Slack.
C
F
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Use ChatGPT to summarise incoming Crisp conversations, update Freshworks CRM (Freshsales Suite) notes, and alert Slack
AI summarises Crisp conversations, adds a note to Freshworks CRM (Freshsales Suite), and posts the brief in Slack.

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

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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Crisp
Crisp Triggers & Actions
Instant
Contact is created in Crisp
Triggers the automation when a new contact is created
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Instant
Contact is updated in Crisp
Triggers the automation when a contact is updated
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Instant
Message is received in Crisp
Triggers the automation when a new message is received
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Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
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Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
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Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
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Instant
Message is sent in Crisp
Triggers the automation when a new message is sent
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Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
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Create contact in Crisp
Adds a new contact to the database
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Search contact in Crisp
Finds and retrieves contact information
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Update contact in Crisp
Updates contact information with new details
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Add a user event in Crisp
Adds a new user event
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Search conversation in Crisp
Searches for keywords within a conversation
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Set contact custom data in Crisp
Sets custom data for a contact
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What can you automate with Crisp + Freshworks CRM (Freshsales Suite)?

Streamline your customer support and sales workflows by connecting Crisp chat data directly to Freshworks CRM (Freshsales Suite) records.

What you can automate?
🔄
Sync new contacts instantly between Crisp and Freshworks CRM
Every new contact created in Crisp automatically generates a corresponding contact record in Freshworks CRM (Freshsales Suite), removing manual data entry entirely.
📋
Capture custom data and user events effortlessly
Map custom data fields and user events from Crisp directly into Freshworks CRM (Freshsales Suite) contact profiles to maintain complete customer histories.
🔔
Alert your team the moment a conversation starts
Trigger team notifications and task creation in Freshworks CRM (Freshsales Suite) whenever a new conversation session or support message begins in Crisp.
🔀
Route leads based on submitted custom criteria
Evaluate incoming Crisp contact data or chat messages to conditionally create high-priority deals or standard contacts in Freshworks CRM (Freshsales Suite).
🔄
Keep customer stages and deal statuses up to date
Ensure your support and sales pipelines stay synchronized by updating Crisp conversation statuses whenever Freshworks CRM (Freshsales Suite) deals change.
🔍
Search and update existing contacts without duplicates
Automatically search for existing contacts by email or ID before creating records, ensuring clean databases across Crisp and Freshworks CRM (Freshsales Suite).
⏱️
Handle later status changes and deal progression
Automate downstream actions when Freshworks CRM (Freshsales Suite) deals are won, lost, or updated, reflecting the correct state back in Crisp.
🔌
Extend your workflow with powerful third-party apps
Connect your Crisp and Freshsales Suite integration to Slack, Google Sheets, or Calendly to build robust multi-step team workflows.
And much more...

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

Connecting Crisp and Freshworks CRM (Freshsales Suite) helps support and sales teams eliminate manual data entry, keep customer records accurate, and follow up faster.

Analytics managers
Analytics managers
Support team leads
Support team leads
Account managers
Account managers
Customer success specialists
Customer success specialists
Sales representatives
Sales representatives
Operations coordinators
Operations coordinators
📈
Analytics managers
You're reviewing conversion metrics and customer touchpoints in Crisp, but your reports in Freshworks CRM (Freshsales Suite) only update when someone manually exports records, so your pipeline numbers are always outdated — this integration means every new contact syncs instantly and your analytics stay accurate.
Support team leads
You manage incoming live chat inquiries in Crisp, but urgent customer requests take too long to reach sales reps in Freshworks CRM (Freshsales Suite), leading to missed sales opportunities — automating both apps means every high-intent chat creates a CRM task instantly.
🤝
Account managers
You answer to clients who expect real-time updates on their support tickets and deal progress, but pulling data between Crisp and Freshworks CRM (Freshsales Suite) by hand causes frustrating delays — with this integration, customer interactions and deal changes sync automatically.
📊
Customer success specialists
The volume of daily user messages in Crisp is too high for your team to log manually in Freshworks CRM (Freshsales Suite), resulting in incomplete customer history — connecting these apps means every conversation and contact record updates without manual work.
🔄
Sales representatives
You depend on support agents in Crisp to hand over qualified leads, but manual handoffs get delayed or forgotten in transit — automating both apps means new leads appear in your Freshworks CRM (Freshsales Suite) pipeline the moment they engage.
🗂️
Operations coordinators
You need a reliable audit trail of customer communication history, but mismatched records between Crisp and Freshworks CRM (Freshsales Suite) leave frustrating gaps — this integration means every contact detail and deal update matches across platforms.
Our team

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

Build and manage your Freshworks CRM (Freshsales Suite) + Crisp 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) + Crisp 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 Crisp to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Crisp to Freshworks CRM (Freshsales Suite) in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Slack, Calendly, and other apps.
Can I automatically sync new Crisp contacts to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect Crisp, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Crisp and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Crisp handle contact data syncing in automations?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) manage deals and contacts in automations?
Frequently Asked Questions
Do I need coding skills to automate Crisp and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Crisp and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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