Freshworks CRM (Freshsales Suite) + Chatter Integration

Integrate Chatter to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Create contacts, update deals, add tasks, and notify your team 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)
  • Chatter
    Post is created in feed in Chatter
  • Chatter
    Group is created in Chatter
  • Chatter
    Topic is created in Chatter
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact 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)
  • Chatter
    Create post in feed in Chatter

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

Capture contacts, create deals, log tasks, update accounts, and track pipelines, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Chatter + Freshworks CRM (Freshsales Suite) flow

Bring messaging, email, spreadsheets, scheduling, video calls, and billing into your Chatter and Freshworks CRM (Freshsales Suite) pipeline. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Chatter
+
SlackSlack (4)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
StripeStripe (3)
C
F
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Create a Freshworks CRM (Freshsales Suite) contact when a post is created in Chatter, and notify your sales channel in Slack
New Chatter posts instantly create contacts in Freshworks CRM (Freshsales Suite) and alert your sales team in Slack, keeping records updated without manual copying.
F
C
S
When a Freshworks CRM (Freshsales Suite) deal is created, post an update in Chatter and notify your team in Slack
New deals in Freshworks CRM (Freshsales Suite) trigger a Chatter post and a Slack alert, keeping cross-functional teams aligned on incoming business.
F
C
S
When a Freshworks CRM (Freshsales Suite) contact is updated, log the change in Chatter and alert your support channel in Slack
Contact updates in Freshworks CRM (Freshsales Suite) trigger a Chatter post and a Slack message, ensuring your entire team sees account changes instantly.
C
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Use Claude to summarise every Chatter group update, update Freshworks CRM (Freshsales Suite) notes, and notify Slack
Claude summarises new Chatter group posts before updating Freshworks CRM (Freshsales Suite) notes and alerting your team in Slack.

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

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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Chatter
Chatter Triggers & Actions
Post is created in feed in Chatter
Triggers the automation when a new post is created in the feed
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Group is created in Chatter
Triggers the automation when a new group is created
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Topic is created in Chatter
Triggers the automation when a new topic is created
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Create post in feed in Chatter
Creates a new post in the feed
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What can you automate with Chatter + Freshworks CRM (Freshsales Suite)?

Streamline your sales pipelines, customer interactions, and team updates with ready-made automations for Chatter and Freshworks CRM (Freshsales Suite).

What you can automate?
Sync Chatter posts to Freshworks CRM (Freshsales Suite) contacts
Turn every new Chatter post into a fully populated contact record in Freshworks CRM (Freshsales Suite) the moment it occurs. Eliminate manual data entry and keep your sales database constantly updated.
📋
Capture every submitted field and record detail
Map all available Chatter post properties, group topics, and custom fields directly into Freshworks CRM (Freshsales Suite) contact fields and notes. Ensure your CRM records retain complete context.
🔔
Alert your team instantly on new deal creation
Notify your sales and management teams in Chatter the exact second a new deal or contact is created in Freshworks CRM (Freshsales Suite). Keep every department aligned on incoming business opportunities.
🔀
Route records based on submitted deal criteria
Filter and direct incoming Chatter updates to specific Freshworks CRM (Freshsales Suite) pipelines or account managers based on specific keywords or submitted form data.
🔄
Keep Freshworks CRM (Freshsales Suite) updated as Chatter changes
Automatically update existing Freshworks CRM (Freshsales Suite) contacts, tasks, or deals whenever corresponding group discussions or topics change in Chatter.
🔍
Prevent duplicates with smart search and update operations
Search existing Freshworks CRM (Freshsales Suite) records before creating new contacts or deals. Update matching profiles instead of cluttering your database with duplicate entries.
🏷️
Manage later status changes and deal updates
Automatically update Freshworks CRM (Freshsales Suite) deal stages, tasks, or account notes when projects progress or status milestones are reached in your Chatter workflows.
🌐
Extend your workflow to Slack and messaging tools
Connect Chatter and Freshworks CRM (Freshsales Suite) with Slack to notify team channels, send email summaries, or log spreadsheet backups as part of a multi-step pipeline.
And much more...

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

Sales reps, account managers, and support teams who rely on Chatter conversations need their CRM records kept fully up to date without manual data entry.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
High-Volume Support Teams
High-Volume Support Teams
Business Development Reps
Business Development Reps
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You're tracking team discussions in Chatter while pipeline reports live in Freshworks CRM (Freshsales Suite), but manual data syncing means your quarterly performance numbers are always outdated — with this integration, every contact and deal updates instantly and your pipeline reporting stays current.
Account Executives
You need to respond immediately when prospects reach out in Chatter, but delays in checking CRM statuses mean you find out about hot leads too late — with this integration, every interaction triggers instant notifications so you can engage buyers right away.
🤝
Customer Success Leads
You answer to key clients who expect rapid progress updates across all communication channels, but keeping records synchronised manually leads to missing details — with this integration, client interactions flow seamlessly into CRM notes so stakeholders always see accurate project history.
📊
High-Volume Support Teams
The volume of Chatter messages and customer inquiries is too high for anyone to keep up by hand, causing critical client tickets to slip through the cracks — with this integration, every inquiry populates CRM tasks automatically so nothing is ever missed.
🔄
Business Development Reps
You own the next sales step and depend on marketing teams upstream to hand over leads manually, resulting in frustrating handover bottlenecks — with this integration, every Chatter post creates CRM records instantly so your pipeline moves without delay.
🗂️
CRM Administrators
You need a reliable customer history in Freshworks CRM (Freshsales Suite) but keep finding data gaps caused by manual copy-pasting from team chats — with this integration, every conversation detail is captured reliably without missing records.
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) + Chatter

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

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatter to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Chatter to Freshworks CRM (Freshsales Suite) in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom Chatter and Freshworks CRM (Freshsales Suite) workflow alongside Slack, Gmail, and Google Sheets.
Can I automatically create Freshworks CRM (Freshsales Suite) contacts from Chatter posts?
Frequently Asked Questions
Can I connect Chatter, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatter and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Chatter handle data synchronization with Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I update Freshworks CRM (Freshsales Suite) deals from Chatter activity?
Frequently Asked Questions
Do I need coding skills to automate Chatter and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Chatter and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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