Freshworks CRM (Freshsales Suite) + Iterable Integration

Integrate Freshworks CRM (Freshsales Suite) to Iterable in one click, or tell Integrately AI how you want each contact handled. Sync your leads and contacts, update user profiles, track key actions, and trigger personalized campaigns 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)
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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)
  • Iterable
    Create user in Iterable
  • Iterable
    Update user in Iterable
  • Iterable
    Track event in Iterable

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

Sync contacts, update user profiles, track customer events, and run targeted campaigns, all in just one click.

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

Create Iterable 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 Iterable 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 Iterable.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Iterable flow

Capture customer data from external channels, notify your team about new users, and sync revenue details. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Iterable
+
ShopifyShopify (8)
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CalendlyCalendly (8)
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TypeformTypeform (8)
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SlackSlack (8)
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StripeStripe (8)
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ZoomZoom (8)
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Add every new Shopify customer to Freshworks CRM (Freshsales Suite) as a contact, and create a user in Iterable
Shopify customer data flows instantly into Freshworks CRM (Freshsales Suite) and Iterable without manual exports.
S
F
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When a Shopify customer profile is updated, add a note in Freshworks CRM (Freshsales Suite) and track the event in Iterable
Keep customer notes and marketing activity synchronised across your entire tech stack whenever profile details change.
S
F
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When a Shopify order is fulfilled, update the deal stage in Freshworks CRM (Freshsales Suite) and update the user in Iterable
Reflect order fulfilment status directly in your CRM deals and marketing user profiles automatically.
S
F
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Create a Freshworks CRM (Freshsales Suite) task when a Shopify refund is processed, and track the event in Iterable
Ensure support and sales teams follow up on refunds while keeping marketing records up to date.
S
F
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If a Shopify order value is high, create a deal in Freshworks CRM (Freshsales Suite) and track a VIP event in Iterable
Segment high-value purchasers automatically for VIP sales outreach and targeted marketing campaigns.
S
F
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When a Shopify order is cancelled, update the Freshworks CRM (Freshsales Suite) deal and update the user in Iterable
Keep sales pipelines and marketing segments accurate by logging order cancellations instantly.
S
F
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Use Claude to analyse Shopify order items, create a contact in Freshworks CRM (Freshsales Suite), and create an Iterable user
Extract purchasing insights using AI and sync structured buyer profiles across your CRM and marketing tools.
S
F
I
S
Turn every Shopify order into a Freshworks CRM (Freshsales Suite) deal, create an Iterable user, and notify your team on Slack
Log revenue deals, update marketing lists, and alert your team in Slack the moment a purchase happens.

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

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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Iterable
Iterable Triggers & Actions
No trigger is available
Create user in Iterable
Creates a new user account
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Update user in Iterable
Updates user information
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Track event in Iterable
Record and monitor the progress of an event
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What can you automate with Freshworks CRM (Freshsales Suite) + Iterable?

Streamline your sales and marketing operations by connecting customer data directly to targeted campaigns.

What you can automate?
🔄
Sync every new CRM contact to Iterable automatically
Send contacts created in Freshworks CRM (Freshsales Suite) straight into Iterable as active users. Eliminate manual data entry and ensure marketing campaigns trigger the moment a lead arrives.
📝
Capture every submitted contact detail and note
Map available CRM fields, notes, and task details directly into user profiles and tracking events. Your marketing platform receives rich context for better audience segmentation.
🔔
Notify your team when customer profiles update
Alert sales and marketing teams instantly in Slack when important contact stages or deal values change. Keep everyone informed without checking multiple dashboards.
🔀
Route records based on submitted deal or lead fields
Perform different actions depending on criteria like deal size, account tier, or contact stage. Send VIP leads to dedicated marketing segments and standard leads to regular nurturing.
📊
Keep marketing user profiles up to date as deals change
Automatically update user records in Iterable whenever Freshworks CRM (Freshsales Suite) deals progress through pipeline stages. Ensure marketing messages match the current customer status.
🔍
Create or update records instead of adding duplicates
Search for existing contacts by email or ID before creating new profiles. Maintain a clean database by updating current records whenever returning leads engage.
Handle later lifecycle changes and deal statuses
Trigger automated workflows when deals are marked won or lost, or when subscriptions change status. Keep your marketing suppression and retention lists accurate.
🌐
Extend your workflow with popular third-party apps
Connect supporting tools like Slack, Shopify, or Calendly to your core automation. Build multi-app pipelines that notify channels, log spreadsheet rows, and sync billing data effortlessly.
And much more...

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

Connect sales workflows to marketing automation so teams eliminate manual data entry, keep user profiles current, and run targeted campaigns without delays.

Performance marketers
Performance marketers
Sales operations managers
Sales operations managers
Client success leads
Client success leads
Growth marketing directors
Growth marketing directors
Revenue operations specialists
Revenue operations specialists
CRM administrators
CRM administrators
📈
Performance marketers
You're running marketing campaigns but your Iterable user lists only update when someone manually exports contacts, so the segment counts you're optimising against are always a few hours behind — this integration means every new contact lands in your marketing platform instantly and your campaign data stays current.
Sales operations managers
You need to act on new lead submissions fast, but you find out about deals too late because lead data sits stranded in separate tools — automating both apps means every contact record syncs immediately and your sales team can initiate outreach without missing a beat.
🤝
Client success leads
You answer to stakeholders who want to see prompt follow-up on every customer interaction, but manual status tracking causes avoidable delays — connecting these apps means customer milestones update automatically across your CRM and marketing tools, keeping every report accurate.
📊
Growth marketing directors
The volume of inbound leads is too high for anyone to keep up with by hand, leading to fragmented user profiles and missed campaign triggers — this integration means every contact and deal updates effortlessly, allowing your growth campaigns to scale without manual bottlenecks.
💼
Revenue operations specialists
You own the sales-to-marketing handoff and depend on upstream teams to pass clean contact data over, but manual copy errors keep breaking your workflows — automating both apps means records transfer with exact field mapping, ensuring a flawless handoff every time.
🗂️
CRM administrators
You need a reliable customer history but keep finding gaps caused by inconsistent manual data entry between your sales and marketing databases — this integration means every record stays perfectly aligned across platforms, leaving you with a complete and trustworthy audit trail.
Our team

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

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

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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Iterable?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Iterable using 1-click automation setup on Integrately, or by asking Integrately AI to build the workflow for you. With 42,000+ active users and 1,500+ integrations, syncing customer data and tracking events requires no coding skills.
Can I automatically sync Freshworks CRM (Freshsales Suite) contacts to Iterable?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Iterable, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Iterable?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact data during synchronisation?
Frequently Asked Questions
How does Iterable receive tracking events from Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Iterable?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Iterable integration free?
Frequently Asked Questions
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