Freshworks CRM (Freshsales Suite) + Fluent Forms Integration

Integrate Fluent Forms to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update accounts, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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)
  • Fluent Forms
    Form is submitted in Fluent Forms 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)

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Ready Workflows Ready Workflows for Fluent Forms + Freshworks CRM (Freshsales Suite) Integration

Capture form submissions, create contacts, update accounts, and trigger follow-ups, all in just one click.

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

Create Freshworks CRM (Freshsales Suite) task for new Fluent Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Freshworks CRM (Freshsales Suite) tasks for new Fluent Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Freshworks CRM (Freshsales Suite) task for new Fluent Forms form submission received today - your customers will thank you for it!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

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

Route form responses into email lists, team alerts, and spreadsheets for complete visibility. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Fluent Forms
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
ZoomZoom (3)
F
F
M
Add every Fluent Forms submission to Freshworks CRM (Freshsales Suite) as a contact, and subscribe them in Mailchimp
New form submissions create fresh contacts in Freshworks CRM (Freshsales Suite) while automatically adding subscribers to Mailchimp.
F
F
M
When a form is submitted in Fluent Forms, create a Freshworks CRM (Freshsales Suite) contact and update subscriber details in Mailchimp
Keep subscriber information up to date in Mailchimp whenever a new contact is created from Fluent Forms submissions in Freshworks CRM (Freshsales Suite).
F
F
M
Use ChatGPT to evaluate Fluent Forms submissions, create matching Freshworks CRM (Freshsales Suite) contacts, and add subscribers in Mailchimp
Analyze incoming form text with ChatGPT before adding qualified contacts to Freshworks CRM (Freshsales Suite) and Mailchimp.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Fluent Forms

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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Fluent Forms
Fluent Forms Triggers & Actions
Instant
Form is submitted in Fluent Forms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Fluent Forms + Freshworks CRM (Freshsales Suite)?

Streamline your entire lead capture and CRM management pipeline with automated workflows designed to save hours of manual data entry.

What you can automate?
Turn every form submission into a CRM contact
Create a new contact in Freshworks CRM (Freshsales Suite) automatically the moment a user submits a form in Fluent Forms. Eliminate manual data entry and connect leads to your sales pipeline instantly.
📝
Capture every submitted custom field
Map all form questions, responses, and survey answers directly into custom fields within Freshworks CRM (Freshsales Suite) instead of only capturing basic names and email addresses.
🔔
Alert your team immediately on new submissions
Notify your sales representatives and support staff instantly in your communication channels whenever a high-value form inquiry hits your database.
🔀
Route submissions based on form answers
Send enterprise-tier form inquiries to senior sales queues in Freshworks CRM (Freshsales Suite) and standard submissions to general support channels automatically.
🔄
Keep existing contact records up to date
Update contact details, company information, and communication preferences in Freshworks CRM (Freshsales Suite) whenever an existing user submits a new form update.
🔍
Prevent duplicates before creating records
Search existing database contacts by email or phone number before creating new entries to keep your CRM clean, organized, and duplicate-free.
📊
Manage deal stages and task tracking
Create deals, add notes, and assign follow-up tasks in Freshworks CRM (Freshsales Suite) triggered by specific form interactions and customer milestones.
🌐
Extend your flow with marketing apps
Connect your form submissions and CRM contacts to Mailchimp for automated email marketing sequences and targeted customer campaigns.
And much more...

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

Marketing teams, sales professionals, and business owners capturing form data and managing customer relationships rely on this integration to eliminate manual entry and speed up follow-ups.

Sales Directors
Sales Directors
Support Managers
Support Managers
Agency Account Executives
Agency Account Executives
Growth Marketers
Growth Marketers
Business Development Representatives
Business Development Representatives
Operations Leads
Operations Leads
📈
Sales Directors
You're reviewing monthly form conversion numbers but your CRM data is missing recent signups because reps are copy-pasting records by hand, so the reports you present to leadership are always incomplete — with this integration, every new submission lands in your CRM instantly and your pipeline counts stay accurate.
🎧
Support Managers
You're managing customer queries arriving via online forms but tickets sit unassigned while agents check email notifications manually, so first-response times suffer — automating both apps means every submission becomes a contact immediately and support can act without delay.
🤝
Agency Account Executives
You're reporting client campaign results to stakeholders who demand real-time transparency, but waiting for manual exports leaves everyone in the dark about new leads — connecting these apps means every form submission flows straight into client-facing records so progress is always visible.
🚀
Growth Marketers
You're running high-volume lead generation campaigns where hundreds of form submissions arrive daily, and manual data entry cannot keep up with the influx, so leads go cold before outreach begins — this integration means every single submission is captured instantly and your sales team can follow up at scale.
💼
Business Development Representatives
You're waiting for inbound form leads to be manually vetted and assigned before you can start outreach, so valuable prospects wait hours for a callback — automating both apps means every submission instantly creates a CRM contact ready for immediate prospecting.
📋
Operations Leads
You're auditing customer data history and keep finding gaps where form entries were missed or mistyped during manual transfers, making reliable reporting impossible — with this integration, every submission is logged with 100% fidelity so your historical records remain completely accurate.
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) + Fluent Forms

Build and manage your Freshworks CRM (Freshsales Suite) + Fluent Forms 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) + Fluent Forms 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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3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Fluent Forms to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Fluent Forms to Freshworks CRM (Freshsales Suite) instantly using 1-click automations on Integrately alongside Mailchimp, Slack, and Google Sheets, or ask Integrately AI to build the integration.
How can I automatically create Freshworks CRM (Freshsales Suite) contacts from Fluent Forms submissions?
Frequently Asked Questions
Can I connect Fluent Forms, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Fluent Forms and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Fluent Forms handle form data during integration?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) manage incoming contact records?
Frequently Asked Questions
Can I automate this workflow without coding skills?
Frequently Asked Questions
Is the Fluent Forms and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Freshworks CRM (Freshsales Suite)
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