Freshworks CRM (Freshsales Suite) + ConvertKit Integration

Integrate ConvertKit to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each subscriber handled. Capture every subscriber, create CRM contacts, update deals, 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)
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
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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)
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit

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

Capture subscribers, create CRM contacts, update deals, alert your team, and send follow-ups, all in just one click.

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

Create Freshworks CRM (Freshsales Suite) task for new ConvertKit subscriber

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

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 ConvertKit + Freshworks CRM (Freshsales Suite) flow

Send form responses from your site, process payments, or notify your sales team right after your CRM updates. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
ConvertKit
+
ShopifyShopify (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
GmailGmail (3)
S
F
C
Add every new Shopify customer to Freshworks CRM (Freshsales Suite), and add them to a sequence in ConvertKit.
New Shopify customers appear in Freshworks CRM (Freshsales Suite) as contacts and join your ConvertKit sequence instantly, removing manual data entry.
C
F
S
When a purchase is added in ConvertKit, create a product in Freshworks CRM (Freshsales Suite) and update the order in Shopify.
ConvertKit purchases update Freshworks CRM (Freshsales Suite) products and sync fulfillment status in Shopify automatically.
F
C
S
When a contact is created in Freshworks CRM (Freshsales Suite), add the subscriber to a tag in ConvertKit and fulfill the order in Shopify.
Freshworks CRM (Freshsales Suite) contacts trigger ConvertKit tags and Shopify fulfillment updates without manual intervention.
S
F
C
When an order is created in Shopify, create a deal in Freshworks CRM (Freshsales Suite) and add the subscriber to a form in ConvertKit.
Shopify orders instantly generate Freshworks CRM (Freshsales Suite) deals and enroll subscribers in ConvertKit forms.

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

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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ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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What can you automate with ConvertKit + Freshworks CRM (Freshsales Suite)?

Streamline subscriber management, CRM contact creation, and deal updates without writing code.

What you can automate?
Sync ConvertKit subscribers to Freshworks CRM contacts automatically
Turn every confirmed subscriber in ConvertKit into a new contact in Freshworks CRM (Freshsales Suite) the moment they opt in. Eliminate manual data entry and ensure your sales team has immediate access to new leads.
📋
Capture every form field and subscriber tag
Map complete form submission details and behavioral tags from ConvertKit straight into custom fields within Freshworks CRM (Freshsales Suite). Maintain rich customer profiles across your entire software stack.
🔔
Alert your sales team the moment a lead engages
Create automated tasks in Freshworks CRM (Freshsales Suite) whenever a subscriber completes a purchase or joins a sequence in ConvertKit. Ensure reps reach out while prospect interest remains high.
🔀
Route contacts based on subscriber behavior and tags
Evaluate incoming ConvertKit tags to create specialized deals or assign contacts to specific account managers in Freshworks CRM (Freshsales Suite). Tailor your follow-up workflows dynamically.
🔄
Keep CRM contact details synchronized as subscribers change
Update existing Freshworks CRM (Freshsales Suite) contacts whenever subscriber details or subscription statuses change in ConvertKit. Prevent outdated information from disrupting outreach.
🔍
Create or update contacts without generating duplicates
Search for existing records by email address before creating new entries in Freshworks CRM (Freshsales Suite). Maintain a clean database by updating matching contacts automatically.
💼
Update CRM deals when subscriptions or purchases change
Modify deal stages and add notes in Freshworks CRM (Freshsales Suite) whenever purchases or unsubscriptions occur in ConvertKit. Keep your pipeline reporting accurate and up to date.
💬
Send instant notifications in Slack for new CRM deals
Extend your ConvertKit and Freshworks CRM (Freshsales Suite) workflow by posting instant deal alerts directly to your team's communication channels in Slack.
And much more...

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

Marketing and sales teams connecting email automation to customer relationship management to keep subscriber data and deal pipelines perfectly synchronized.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Customer success teams
Customer success teams
Agency founders
Agency founders
📈
Performance marketers
You're tagging subscribers by behavior in ConvertKit, but your CRM records only update when someone manually exports lists, so your pipeline numbers are always out of sync — with this integration, every new subscriber lands in Freshworks CRM (Freshsales Suite) instantly and your contact data stays current.
💼
Sales managers
You're launching email sequences in ConvertKit, but sales reps find out about engaged leads hours later, so hot prospects go cold before anyone reaches out — integrating these apps means every confirmed subscriber creates a fresh CRM task so your team follows up immediately.
🤝
Account executives
You're managing deals in Freshworks CRM (Freshsales Suite), but customer signup details stay trapped in ConvertKit forms, so reps waste time hunting for background info — automating both apps means every form submission populates CRM contact notes so deals close faster.
📊
Operations leads
You're processing high volumes of ConvertKit purchases, but matching them to Freshworks CRM (Freshsales Suite) accounts by hand causes constant data gaps, so your reporting is unreliable — with this integration, every purchase is logged automatically and your records remain accurate.
🎯
Customer success teams
You're tracking customer renewals in Freshworks CRM (Freshsales Suite), but onboarding emails in ConvertKit run independently, so clients receive conflicting messages — connecting these apps means contact updates trigger targeted sequences so communication stays aligned.
📋
Agency founders
You're building lead generation funnels in ConvertKit for clients, but syncing them to Freshworks CRM (Freshsales Suite) requires tedious manual data entry, so billable hours get wasted — automating both apps means every lead transfers smoothly and client pipelines stay up to date.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + ConvertKit

Build and manage your Freshworks CRM (Freshsales Suite) + ConvertKit 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) + ConvertKit 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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How Integrately Works?

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Frequently Asked Questions

How do I connect ConvertKit to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect ConvertKit to Freshworks CRM (Freshsales Suite) in 1 click using ready-made templates on Integrately. Link your accounts, select your trigger events like confirmed subscribers, and ask Integrately AI to build the automation for you.
Can I automatically create Freshworks CRM contacts from new ConvertKit subscribers?
Frequently Asked Questions
Can I connect ConvertKit, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does ConvertKit handle subscriber tags during the integration?
Frequently Asked Questions
Can Freshworks CRM update contact records when deals change?
Frequently Asked Questions
Do I need coding skills to automate ConvertKit and Freshworks CRM?
Frequently Asked Questions
Is the ConvertKit and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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