Freshworks CRM (Freshsales Suite) + Live Chat Integration

Integrate Freshworks CRM (Freshsales Suite) to Live Chat in one click, or tell Integrately AI how you want each contact handled. Capture visitor details, create CRM records, alert your support team, and trigger follow-ups 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)
  • Live Chat
    Chat is started in Live Chat Instant
  • Live Chat
    Chat is ended in Live Chat Instant
  • Live Chat
    Chat is updated in Live Chat Instant
  • Live Chat
    Visitor enters queue in Live Chat Instant
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2.

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

Capture chat enquiries, create CRM contacts, update deals, alert your team, and log visitor data, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Live Chat flow

Sync visitor chats into your wider sales, marketing, and support stack to keep every team aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Live Chat
+
HubspotHubspot (4)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
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When a chat starts in Live Chat, create a contact in Freshworks CRM (Freshsales Suite) and add a contact in HubSpot
Every new Live Chat visitor instantly populates Freshworks CRM (Freshsales Suite) and HubSpot, eliminating manual data entry.
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When a chat is started in Live Chat, update the contact in Freshworks CRM (Freshsales Suite) and update the contact in HubSpot
Keep existing contact records updated across Freshworks CRM (Freshsales Suite) and HubSpot whenever a returning visitor chats.
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When a chat is ended in Live Chat, create a deal in Freshworks CRM (Freshsales Suite) and create a deal in HubSpot
Turn closed support chats into active pipeline deals in Freshworks CRM (Freshsales Suite) and HubSpot automatically.
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Use ChatGPT to analyse every ended Live Chat session, create a task in Freshworks CRM (Freshsales Suite), and create a task in HubSpot
AI extracts key action items from Live Chat transcripts and logs follow-up tasks in Freshworks CRM (Freshsales Suite) and HubSpot.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Live Chat

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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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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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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Live Chat
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
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Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
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Instant
Chat is updated in Live Chat
Triggers the automation when a chat is updated
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Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
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No action is available

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

Streamline your visitor conversion workflows by turning live support interactions into immediate CRM updates and team alerts.

What you can automate?
🎯
Convert Live Chat visitors into CRM contacts
Automatically create a new contact in Freshworks CRM (Freshsales Suite) the moment a chat is started in Live Chat. Eliminate manual data entry and engage prospects instantly.
📝
Capture every submitted chat detail
Map all custom visitor responses and session notes into your CRM records rather than just basic names and emails. Your pipeline stays rich with actionable context.
🔔
Alert your sales team in real time
Notify your team instantly whenever a high-value visitor enters the chat queue. Ensure no prospective buyer waits for attention.
🔀
Route records based on visitor criteria
Create different deals or assign tasks dynamically depending on the department or issue selected during the chat session.
🔄
Keep CRM profiles updated as chats evolve
Automatically update contact information in Freshworks CRM (Freshsales Suite) when visitors modify their details during an active session.
🔍
Prevent duplicate contact records
Search existing database entries before creating new records to ensure clean data management across your entire customer lifecycle.
Handle post-chat status changes
Create deals or close tasks automatically once a chat session is ended and resolved by your support agents.
🔗
Extend your workflow to Slack
Broadcast chat milestones and new lead alerts directly to your team communication channels without switching tabs.
And much more...

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

Teams handling visitor conversations and CRM records rely on this integration to eliminate manual copy-pasting and keep pipelines accurate.

Operations analysts
Operations analysts
Customer support leads
Customer support leads
Account managers
Account managers
Lead qualification teams
Lead qualification teams
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Operations analysts
You pull chat conversion numbers from Freshworks CRM (Freshsales Suite) every week but your pipeline reports take hours to compile because logs remain scattered across separate systems — with this integration, every new visitor record lands instantly and your dashboard data stays current.
Customer support leads
You manage incoming visitor queues in Live Chat but find out about missed prospects too late to salvage the conversation, leaving potential buyers waiting hours for a response — automating both apps means every queue entry creates a CRM task instantly so your team acts fast.
🤝
Account managers
You report on client onboarding progress to executive stakeholders who demand precise chat histories, but your records keep showing gaps whenever conversations happen off-record — connecting these apps means every interaction logs automatically and your reporting is always complete.
📊
Lead qualification teams
You handle high volumes of website enquiries through Live Chat every day and cannot keep up with manual CRM entry, causing hot leads to slip through the cracks — this integration means every chat submission populates Freshworks CRM (Freshsales Suite) without human effort.
🔄
Sales development reps
You depend on support agents to hand over qualified live chat leads before you can start outreach, but delays in data transfer mean leads go cold before you reach out — automating both apps means contact handoffs happen instantly so you never miss a warm prospect.
🛡️
CRM administrators
You maintain database hygiene in Freshworks CRM (Freshsales Suite) and constantly find duplicate contact profiles created from live support sessions — with this integration, visitor records sync cleanly without creating redundant entries in your database.
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) + Live Chat

Build and manage your Freshworks CRM (Freshsales Suite) + Live Chat 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) + Live Chat 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Live Chat?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Live Chat in just 1 click using ready-made workflows or by asking Integrately AI to build the automation for you. Integrate with apps like Hubspot, Mailchimp, Slack, and Google Sheets effortlessly.
Can I automatically create CRM contacts from live chat visitor sessions?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Live Chat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Live Chat?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle data synchronization with Live Chat?
Frequently Asked Questions
Can Live Chat trigger automated support tasks in my CRM?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Live Chat?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Live Chat integration free?
Frequently Asked Questions
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