Integrating with FreshWorks CRM

After saving, new customer events related to the triggers would then perform an action using the CRM integration to add customers to pipelines and stages as well as move them around as needed automatically.


NOTE: As the Freshworks platform is very complex, there are many opportunities for additional improvements with the Freshworks integration. If you have a specific need with the FreshWorks CRM integration that we do not currently offer, please submit a detailed feature request here. Our team would be happy to review the request for possible future updates with the FW CRM integration.

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