Freshworks CRM (Freshsales Suite) + LeadDyno Integration

Integrate Freshworks CRM (Freshsales Suite) to LeadDyno in one click, or tell Integrately AI how you want each lead handled. Capture leads, create affiliates, record purchases, and track your sales 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)
  • LeadDyno
    Affiliate is created in LeadDyno
  • LeadDyno
    Lead is created in LeadDyno
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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)
  • LeadDyno
    Create purchase with line items in LeadDyno
  • LeadDyno
    Create affiliate in LeadDyno
  • LeadDyno
    Search affiliate by ID or email in LeadDyno
  • LeadDyno
    Update affiliate in LeadDyno
  • LeadDyno
    Search affiliate by affiliate code in LeadDyno
  • LeadDyno
    Create lead in LeadDyno
  • LeadDyno
    Search lead by ID or email in LeadDyno

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

Capture leads, create affiliates, track purchases, update contacts, and sync sales, all in just one click.

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

Create Freshworks CRM (Freshsales Suite) task for new LeadDyno affiliate

Freshworks CRM (Freshsales Suite) and LeadDyno are two powerful cloud-based tools that can be used to improve business productivity. Using this Freshworks CRM (Freshsales Suite) - LeadDyno integration, you can automatically create task in Freshworks CRM (Freshsales Suite) whenever a new affiliate is created in LeadDyno.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Freshworks CRM (Freshsales Suite) + LeadDyno flow

Bring in store data, sync email campaigns, and track revenue across your favourite tools. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
LeadDyno
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google Analytics 4Google Analytics 4 (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
S
L
F
Create a LeadDyno lead for every new Shopify order, and add the customer in Freshworks CRM (Freshsales Suite)
New Shopify orders instantly trigger a lead in LeadDyno and a contact in Freshworks CRM (Freshsales Suite), removing manual data entry.
S
F
L
When a Shopify customer is created, create a contact in Freshworks CRM (Freshsales Suite) and create an affiliate in LeadDyno
Sync new Shopify customers directly into Freshworks CRM (Freshsales Suite) and LeadDyno to automate your partner onboarding.
S
L
F
If a Shopify order includes a specific product, create a purchase with line items in LeadDyno and update the deal in Freshworks CRM (Freshsales Suite)
Route qualifying Shopify product purchases into LeadDyno and update corresponding deals in Freshworks CRM (Freshsales Suite).
S
L
F
When a Shopify refund is processed, update the purchase record in LeadDyno and update the deal in Freshworks CRM (Freshsales Suite)
Keep LeadDyno and Freshworks CRM (Freshsales Suite) in sync whenever a Shopify refund affects your sales records.

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

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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LeadDyno
LeadDyno Triggers & Actions
Affiliate is created in LeadDyno
Triggers the automation when a new affiliate is added
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Lead is created in LeadDyno
Triggers the automation when a new lead is created
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Create purchase with line items in LeadDyno
Creates a new purchase including line items
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Create affiliate in LeadDyno
Generates unique referral links for affiliate partners
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Search affiliate by ID or email in LeadDyno
Searches for an affiliate by their id or email
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Update affiliate in LeadDyno
Updates affiliate information and details
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Search affiliate by affiliate code in LeadDyno
Searches for affiliate information using their unique affiliate code
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Create lead in LeadDyno
Generates new leads for potential customers
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Search lead by ID or email in LeadDyno
Searches for a lead using an id or email
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What can you automate with Freshworks CRM (Freshsales Suite) + LeadDyno?

Streamline your sales and affiliate workflows with powerful automated triggers and actions.

What you can automate?
⚡
Sync new contacts and affiliate leads automatically
Capture every contact created in Freshworks CRM (Freshsales Suite) and turn them into active leads in LeadDyno without lifting a finger. Keep your sales pipeline and partner program unified.
📋
Map every submitted field across platforms
Transfer complete contact details, phone numbers, and custom notes from Freshworks CRM (Freshsales Suite) straight into LeadDyno. Ensure your affiliate records contain accurate customer data.
🔔
Alert your team the moment a lead arrives
Send instant notifications to your sales or partnership channels whenever a new lead registers or a deal progresses. Keep stakeholders informed without switching tabs.
🔀
Route records based on submitted criteria
Take different actions depending on specific deal values or affiliate tiers submitted in your forms. Direct high-priority prospects to senior sales representatives immediately.
🔄
Keep destination records fully up to date
Automatically update existing contacts and deals in Freshworks CRM (Freshsales Suite) whenever changes occur in LeadDyno. Prevent outdated information from stalling your deals.
🔍
Search and update instead of creating duplicates
Look up existing contacts by email or ID before creating new records in Freshworks CRM (Freshsales Suite) or LeadDyno. Maintain a clean, deduplicated database effortlessly.
💳
Handle later status changes like purchases and refunds
Automatically log purchases with line items or update deal statuses when payments succeed or refunds occur. Keep your revenue and commission calculations perfectly aligned.
🔌
Extend your workflow to Slack and other apps
Trigger multi-step automations that connect your core pair with Slack, Mailchimp, or Stripe. Build comprehensive pipelines that span your entire software ecosystem.
And much more...

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

Align your sales pipeline and affiliate marketing programmes so your revenue tracking never misses a beat.

Performance marketers
Performance marketers
Affiliate managers
Affiliate managers
Sales directors
Sales directors
Operations leads
Operations leads
Account executives
Account executives
Finance analysts
Finance analysts
📈
Performance marketers
You're running affiliate campaigns across multiple networks but your tracking sheet only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in both systems instantly and your campaign data stays current.
🤝
Affiliate managers
You manage dozens of partner sign-ups daily but struggle to keep your sales database aligned with your affiliate platform, so partner onboarding delays stall momentum — automating both apps means every affiliate profile generates a CRM contact instantly and partner relationships start smoothly.
📊
Sales directors
Your sales reps close deals originating from partner referrals but report generation takes hours of manual cross-referencing between platforms, leaving your revenue forecasting out of date — integrating these apps means every closed deal updates your affiliate attribution and sales pipeline in real time.
⚙️
Operations leads
Your team spends hours copying customer details between sales tools and partner tracking software every week, leading to mismatched records and frustrated stakeholders — connecting these apps means automated data syncs eliminate manual entry errors across your entire commercial tech stack.
💼
Account executives
You depend on partner leads being handed over quickly so you can initiate outreach while interest is high, but manual notification bottlenecks cause valuable prospects to slip away — with this integration, every new lead from your affiliate program creates a CRM contact instantly so you can follow up first.
🧮
Finance analysts
You reconcile affiliate commission payouts against closed sales figures every month, but fragmented data between your CRM and partner portal leaves frustrating audit gaps — this integration means every transaction record matches precisely and your financial reporting stays complete.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + LeadDyno

Build and manage your Freshworks CRM (Freshsales Suite) + LeadDyno 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) + LeadDyno 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 Freshworks CRM (Freshsales Suite) to LeadDyno?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to LeadDyno instantly using 1-click automations on Integrately, alongside tools like Slack and Stripe. There are over 20 million ready templates available, or you can use Integrately AI to build your custom workflow.
Can I automatically create a LeadDyno lead when a contact is created in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), LeadDyno, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and LeadDyno?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) data sync with LeadDyno?
Frequently Asked Questions
Can I track affiliate purchases and update deals in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and LeadDyno?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and LeadDyno integration free?
Frequently Asked Questions
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Sync LeadDyno with marketing, analytics, and billing platforms to track affiliate performance across your entire stack.
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