Freshworks CRM (Freshsales Suite) + Heights Platform Integration

Integrate Freshworks CRM (Freshsales Suite) to Heights Platform in one click, or tell Integrately AI how you want each student handled. Track student signups, create matching contacts, sync course orders, 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)
  • Heights Platform
    Student is created in Heights Platform Instant
  • Heights Platform
    Course is completed in Heights Platform Instant
  • Heights Platform
    Student course is completed in Heights Platform Instant
  • Heights Platform
    Order is created in Heights Platform Instant
  • Heights Platform
    Student answer is created in Heights Platform Instant
  • Heights Platform
    Project post is created in Heights Platform 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)
  • Heights Platform
    Create and enroll a student in Heights Platform
  • Heights Platform
    Grant role to student in Heights Platform
  • Heights Platform
    Unenroll a student in Heights Platform
  • Heights Platform
    Revoke bundle from student in Heights Platform
  • Heights Platform
    Revoke role from student in Heights Platform
  • Heights Platform
    Revoke course from student in Heights Platform

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Heights Platform Integration

Capture student signups, create matching contacts, sync course orders, update your sales pipeline, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
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 Freshworks CRM (Freshsales Suite) + Heights Platform flow

Track new course orders, sync student data with your marketing tools, and alert your team the moment a student completes a course. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Heights Platform
+
StripeStripe (4)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google DriveGoogle Drive (3)
+
TypeformTypeform (3)
H
S
F
When an order is created in Heights Platform, create a customer in Stripe, and create a deal in Freshworks CRM (Freshsales Suite).
Every Heights Platform order immediately generates a Stripe customer and a new deal in Freshworks CRM (Freshsales Suite) without manual data entry.
H
S
F
When a course is completed in Heights Platform, create an invoice in Stripe, and update the contact in Freshworks CRM (Freshsales Suite).
Trigger an invoice in Stripe and update your Freshworks CRM (Freshsales Suite) contact as soon as a student completes their course.
H
C
S
F
Use Claude to analyse whether new Heights Platform course orders qualify for premium billing. If they do, create a Stripe invoice and add a deal in Freshworks CRM (Freshsales Suite).
Use Claude to evaluate Heights Platform orders, automatically issue Stripe invoices, and record deals in Freshworks CRM (Freshsales Suite).
S
F
H
When a Stripe payment fails, update the contact in Freshworks CRM (Freshsales Suite) and unenroll the student from Heights Platform.
Keep your CRM updated and manage course access automatically when a Stripe payment fails.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Heights Platform

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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Heights Platform
Heights Platform Triggers & Actions
Instant
Student is created in Heights Platform
Triggers the automation when a new student is created
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Instant
Course is completed in Heights Platform
Triggers the automation when a user completes the particular course
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Instant
Student course is completed in Heights Platform
Triggers the automation when a student completes a course
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Instant
Order is created in Heights Platform
Triggers the automation when a new order is created
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Instant
Student answer is created in Heights Platform
Triggers the automation when a student answer is created
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Instant
Project post is created in Heights Platform
Triggers the automation when a new project post is created
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Create and enroll a student in Heights Platform
Creates a new student profile and enrolls them in a particular course
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Grant role to student in Heights Platform
Assigns a particular role to a student
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Unenroll a student in Heights Platform
Removes a user from a particular course
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Revoke bundle from student in Heights Platform
Removes access to the designated bundle from the student's account
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Revoke role from student in Heights Platform
Removes a role from a student's profile
Try it →
Revoke course from student in Heights Platform
Removes a course enrollment from a student's account
Try it →

What can you automate with Freshworks CRM (Freshsales Suite) + Heights Platform?

Streamline your educational business operations by connecting student signups, course completions, and sales pipelines.

What you can automate?
🔄
Sync student signups to CRM contacts
Automatically create a contact in Freshworks CRM (Freshsales Suite) whenever a new student is created in Heights Platform, eliminating manual entry.
📋
Capture every submitted order detail
Map complete order data from Heights Platform into custom fields and deals inside Freshworks CRM (Freshsales Suite) for precise tracking.
🔔
Alert your team instantly on Slack
Notify your sales or support channels in Slack the moment a student completes a course or purchases a high-tier program.
🔀
Route records based on order tier
Trigger different follow-up tasks and deal stages in Freshworks CRM (Freshsales Suite) depending on the specific course tier purchased in Heights Platform.
📝
Keep student records updated as progress changes
Automatically update contact records and deal stages in Freshworks CRM (Freshsales Suite) when learners finish lessons or complete courses.
🔍
Search and update existing contacts
Check whether a student already exists in Freshworks CRM (Freshsales Suite) before creating records, preventing duplicate entries.
⏱️
Handle course completion and status changes
Trigger automated follow-ups and update deal pipelines in Freshworks CRM (Freshsales Suite) as soon as course milestones are achieved.
🔗
Extend workflows with third-party tools
Connect your Freshworks CRM (Freshsales Suite) and Heights Platform flow with Mailchimp to keep email lists and CRM contacts perfectly aligned.
And much more...

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

Sales managers, course creators, and educators managing online learning businesses need reliable data synchronization to track student progress and close more deals efficiently.

Sales Analysts
Sales Analysts
Account Managers
Account Managers
Educators and Instructors
Educators and Instructors
Enrollment Teams
Enrollment Teams
Operations Specialists
Operations Specialists
Finance Officers
Finance Officers
📈
Sales Analysts
You're tracking course revenue and student signups across multiple campaigns but your reporting sheet only updates when someone manually exports records, so the metrics you're reviewing against are always a few hours behind — with this integration, every new student record lands in your CRM instantly and your pipeline stays current.
Account Managers
You manage high-tier learners who need immediate outreach when they encounter billing issues, but you find out about failed payments days later through messy email threads — this integration means every payment failure updates your CRM contact record immediately so you can intervene right away.
🎓
Educators and Instructors
You answer to students and program directors who want to see course completion milestones recorded without delay, but manual entry leaves constant gaps in your tracking — automating both apps means every completed course updates deals and notifies your team instantly.
🚀
Enrollment Teams
The volume of new course signups is too high for anyone to keep up by hand, leading to missed outreach and delayed student onboarding — with this integration, every student creation triggers instant contact creation and notification workflows across your tools.
🔗
Operations Specialists
You own the next step in student onboarding and depend on your sales team to hand over customer details from your CRM, but information gets lost in transit — connecting these apps means student data flows directly into your course platform the moment an order is created.
📊
Finance Officers
You need a reliable history of course orders and student accounts but keep finding discrepancies between your payment records and CRM deals — this integration means every transaction creates accurate, synchronized records without manual logging.
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) + Heights Platform

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

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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Heights Platform?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Heights Platform in just one click using ready-made templates or ask Integrately AI to build the integration for you. It also connects with Slack, Stripe, Mailchimp, and 1,500+ other apps.
Can I automatically create a CRM contact when a new student signs up in Heights Platform?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Heights Platform, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Heights Platform?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact and deal updates in this integration?
Frequently Asked Questions
How does Heights Platform trigger automated workflows with Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I automate this integration without coding skills?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Heights Platform integration free?
Frequently Asked Questions
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You Can Also Connect Freshworks CRM (Freshsales Suite) or Heights Platform With 1500+ Other Apps

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