Integrating HubSpot with Freshworks CRM by AI Agents and Assistants

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About HubSpot

HubSpot serves as a holistic CRM solution, seamlessly blending marketing, sales, and customer service functionalities. It enables businesses to streamline tasks like email marketing, social media management, lead generation, sales automation, and customer support, boosting operational efficiency and improving customer relationships.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Integrations for Freshworks CRM
Connect HubSpot + Freshworks CRM in easier way

It's easy to connect HubSpot + Freshworks CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • New Form Submission

    Triggers when a form in submitted.

  • New Product

    Triggers when a new product is available.

  • Updated Company

    Triggers when a update company is available

  • Updated Deal Stage To Closed Won

    Triggers when a deal stage is updated.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • Actions
  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Add Note To Contact

    Add Note To Contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Associations

    Creates associations between objects

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Line Item

    Create a line_item in HubSpot

  • Create Ticket

    Create a Ticket in HubSpot

  • Create or Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

  • Update Line Item

    Update exiting line_item in HubSpot

  • Update Product

    Search Product and Update It.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How HubSpot & Freshworks CRM Integrations Work

  1. Step 1: Choose HubSpot as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:25 am
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