Freshworks CRM (Freshsales Suite) + Freshchat Integration

Integrate Freshchat to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each message handled. Capture leads, create contacts, update deals, and log customer interactions 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)
  • Freshchat
    Message is created in Freshchat Instant
  • Freshchat
    Conversation is resolved in Freshchat Instant
  • Freshchat
    Conversation is reopen in Freshchat Instant
  • Freshchat
    Agent is available in conversation in Freshchat 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)
  • Freshchat
    Create a conversation in Freshchat
  • Freshchat
    Create user in Freshchat
  • Freshchat
    Get user by ID in Freshchat

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Ready WorkflowsReady Workflows   for Freshworks CRM (Freshsales Suite) + Freshchat Integration

Capture customer messages, create contacts, update deals, log history, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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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 Freshchat + Freshworks CRM (Freshsales Suite) flow

Sync support interactions with marketing tools, calendars, email, and team channels to keep every department aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Freshchat
+
HubSpotHubSpot (5)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
F
F
H
Add every new Freshchat message to Freshworks CRM (Freshsales Suite) and create a contact in HubSpot.
Freshchat messages turn into contacts in Freshworks CRM (Freshsales Suite) and HubSpot instantly, removing manual copy-pasting between support and sales tools.
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When a conversation is resolved in Freshchat, update the deal in Freshworks CRM (Freshsales Suite) and create a task in HubSpot.
Resolved support chats automatically update deal stages in Freshworks CRM (Freshsales Suite) and schedule follow-ups in HubSpot.
F
F
H
When a contact is created in Freshworks CRM (Freshsales Suite), start a conversation in Freshchat and search for the contact in HubSpot.
New CRM contacts trigger outreach in Freshchat while verifying existing records in HubSpot to prevent duplicate entries.
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F
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If a new Freshchat message indicates high intent, create a contact in Freshworks CRM (Freshsales Suite) and add a deal in HubSpot.
High-intent support messages automatically generate Freshworks CRM (Freshsales Suite) contacts and open new HubSpot deals.
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F
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Use Claude to summarise every new Freshchat conversation, update Freshworks CRM (Freshsales Suite), and log notes in HubSpot.
Claude analyses incoming chat transcripts, updating Freshworks CRM (Freshsales Suite) records and saving summaries in HubSpot.

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

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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Freshchat
Freshchat Triggers & Actions
Instant
Message is created in Freshchat
Triggers the automation when a new message is created
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Instant
Conversation is resolved in Freshchat
Triggers the automation when any conversation is marked as completed
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Instant
Conversation is reopen in Freshchat
Triggers the automation when a closed conversation is re-opened
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Instant
Agent is available in conversation in Freshchat
Triggers the automation when any agent joins a conversation
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Create a conversation in Freshchat
Creates a conversation object based on the information specified in the request body
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Create user in Freshchat
Generates a new user account
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Get user by ID in Freshchat
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What can you automate with Freshchat + Freshworks CRM (Freshsales Suite)?

Turn customer interactions into actionable sales records and keep your pipelines updated automatically.

What you can automate?
🔄
Sync support chats to sales records
Capture inbound customer messages in Freshchat and automatically generate corresponding contact profiles and deals inside Freshworks CRM (Freshsales Suite).
📝
Capture every submitted field and attribute
Map customer questions, contact numbers, and custom metadata directly into your CRM fields instead of relying on basic name-and-email imports.
🔔
Alert the right team instantly
Trigger team notifications and instant updates the moment high-priority conversations start or resolve across your support channels.
🔀
Route records based on submitted data
Direct customer inquiries down different CRM pipelines depending on the specific keywords and tier selections submitted in chat.
🔄
Keep destination records fully updated
Update existing deals and contact statuses automatically as customer conversations progress through support stages.
👥
Prevent duplicate records automatically
Search existing databases before creation to update current records instead of cluttering your CRM with duplicate entries.
🏷️
Handle later status changes and resolutions
Automatically update deal stages and close out associated tasks when support conversations reach a resolved status.
🔗
Extend workflows to external apps
Connect your core automation flow to Slack, email, or calendars to trigger cross-functional actions seamlessly.
And much more...

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

Connecting Freshchat customer conversations with Freshworks CRM (Freshsales Suite) pipelines ensures support and sales teams never miss critical buyer signals or loose tracking data.

Performance marketers
Performance marketers
Support team leads
Support team leads
Account managers
Account managers
Customer success managers
Customer success managers
Sales representatives
Sales representatives
Operations directors
Operations directors
📈
Performance marketers
You review campaign metrics and lead conversion rates daily, but your pipeline reports only update when someone manually exports chat logs, so the metrics you are optimizing against are always hours behind — automating both apps means every new lead lands in your CRM instantly and your dashboard stays current.
Support team leads
You need to act fast when high-value customers report critical issues, but you find out too late because support chats sit stranded away from sales deals — this integration means every critical customer message creates an immediate contact record and alerts the right team without delay.
🤝
Account managers
You answer to key clients who expect prompt follow-ups and seamless status updates across departments, but manual handoffs cause missed details — connecting these apps means every resolved conversation updates your client records and maintains full transparency.
📊
Customer success managers
The volume of inbound support chats is too high for anyone to keep up with by hand, leading to neglected tickets and dropped follow-up tasks — with this integration, every interaction automatically flows into your CRM tasks and contact lists without manual sorting.
🎯
Sales representatives
You own the next sales step and depend on support teams to hand over qualified leads from live chats, but communication gaps stall your pipeline — automating both apps means every customer inquiry instantly creates a CRM contact ready for your outreach.
🗂️
Operations directors
You need a reliable history of customer interactions across sales and support channels, but manual record-keeping keeps leaving blind spots in your database — integrating these apps means every chat and deal update logs perfectly into your system of record.
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) + Freshchat

Build and manage your Freshworks CRM (Freshsales Suite) + Freshchat 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) + Freshchat 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshchat to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Freshchat to Freshworks CRM (Freshsales Suite) and apps like HubSpot, Slack, and Gmail using 1-click automation setup or Integrately AI.
Can I automatically create CRM contacts from new support chats?
Frequently Asked Questions
Can I connect Freshchat, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshchat and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Freshchat handle conversation updates in workflows?
Frequently Asked Questions
Can I update deal stages in Freshworks CRM (Freshsales Suite) from support tickets?
Frequently Asked Questions
Do I need coding skills to automate Freshchat and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Freshchat and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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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 Freshchat or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

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Freshworks CRM (Freshsales Suite)
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