Freshworks CRM (Freshsales Suite) + MaintainX Integration

Integrate Freshworks CRM (Freshsales Suite) to MaintainX in one click, or tell Integrately AI how you want each deal handled. Sync maintenance records, create work orders instantly, alert your operations team, and trigger follow-up tasks 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)
  • MaintainX
    Work order status is changed in MaintainX Instant
  • MaintainX
    Work order is created in MaintainX Instant
  • MaintainX
    Category added to work order in MaintainX Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product 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)
  • MaintainX
    Create work request in MaintainX
  • MaintainX
    Create work order in MaintainX
  • MaintainX
    Create work order comment in MaintainX
  • MaintainX
    Create new message in MaintainX

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

Capture new deals, trigger maintenance work orders, keep records updated, alert your team, and send follow-ups, all in just one click.

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

Create MaintainX work request for new Freshworks CRM (Freshsales Suite) contact

Freshworks CRM (Freshsales Suite) and MaintainX are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), do you also create a work request in MaintainX? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
Freshworks CRM (Freshsales Suite) + MaintainX Integration

Create MaintainX work request for new Freshworks CRM (Freshsales Suite) task

Freshworks CRM (Freshsales Suite) provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Freshworks CRM (Freshsales Suite). MaintainX is a great tool for this.

All you need to do is - integrate MaintainX with Freshworks CRM (Freshsales Suite) to create work request in MaintainX automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.
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Activate
Freshworks CRM (Freshsales Suite) + MaintainX Integration

Create MaintainX work request for new Freshworks CRM (Freshsales Suite) deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a work request in MaintainX to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and MaintainX, creating work request in MaintainX is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding work request in MaintainX to keep your team up-to-date.
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Activate
MaintainX + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact from new MaintainX work order

As an online store owner, you're likely using MaintainX to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate MaintainX with Freshworks CRM (Freshsales Suite)? This integration will allow you to automatically create a contact for each new work order in Freshworks CRM (Freshsales Suite).

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + MaintainX flow

Sync your sales pipeline and maintenance operations with messaging, email, billing, e-commerce, and support tools. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
MaintainX
+
SlackSlack (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
ShopifyShopify (3)
+
ZendeskZendesk (3)
+
StripeStripe (3)
F
M
S
Create a MaintainX work order when a Freshworks CRM (Freshsales Suite) deal is created, and notify your operations team on Slack.
New deals in Freshworks CRM (Freshsales Suite) immediately trigger a MaintainX work order and post an alert in Slack, so your maintenance crew starts prep work without manual handoffs.
M
F
S
When a MaintainX work order status is changed, update the deal in Freshworks CRM (Freshsales Suite) and post an update in Slack.
Sales reps see updated MaintainX work order progress directly inside Freshworks CRM (Freshsales Suite) while Slack keeps everyone informed.
F
C
M
S
Use Claude to review new Freshworks CRM (Freshsales Suite) deals, create a MaintainX work order, and notify your team in Slack.
Claude analyses deal requirements before MaintainX work orders are generated and announced in Slack.

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

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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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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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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MaintainX
MaintainX Triggers & Actions
Instant
Work order status is changed in MaintainX
Triggers the automation when a work order status is changed
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Instant
Work order is created in MaintainX
Triggers the automation when a work order is created
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Instant
Category added to work order in MaintainX
Triggers the automation when a new category is added to a work order
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Create work request in MaintainX
Generates a new work request
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Create work order in MaintainX
Generates a new work order
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Create work order comment in MaintainX
Adds a new comment to a work order
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Create new message in MaintainX
Creates a new message
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What can you automate with Freshworks CRM (Freshsales Suite) + MaintainX?

Streamline your entire sales-to-maintenance workflow with automated triggers and actions.

What you can automate?
🔄
Sync sales deals to maintenance work orders
Automatically generate a MaintainX work order the moment a new deal is created in Freshworks CRM (Freshsales Suite). Eliminate manual copying and ensure your field teams receive job requirements instantly.
📝
Capture every submitted deal field
Map all custom deal properties and descriptions from Freshworks CRM (Freshsales Suite) directly into MaintainX work order comments and instructions. Your maintenance crew gets complete project context.
🔔
Alert your team instantly on status changes
Notify operations channels or specific team members the moment work orders are created or updated. Keep sales and field staff aligned without manual messaging.
🔀
Route work orders based on deal criteria
Trigger different maintenance priorities or categories in MaintainX depending on the deal tier or service type submitted in Freshworks CRM (Freshsales Suite).
🔄
Keep records updated across both apps
Automatically update Freshworks CRM (Freshsales Suite) deals when MaintainX work order statuses change, maintaining complete pipeline visibility.
🔍
Search and update existing contacts or deals
Look up existing records before creating new entries to prevent duplicate accounts and maintain clean data structures across your tech stack.
📋
Handle later status changes and completions
Trigger follow-up tasks, close CRM deals, or log completion notes when MaintainX work orders are marked as finished by technicians.
🌐
Extend your workflow with supporting apps
Connect your Freshworks CRM (Freshsales Suite) and MaintainX workflow to Slack, Gmail, or QuickBooks Online for multi-step notifications and billing.
And much more...

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

Sales representatives and maintenance supervisors managing customer accounts and facility operations need unified workflows to eliminate manual handoff delays.

Operations Directors
Operations Directors
Field Supervisors
Field Supervisors
Account Managers
Account Managers
Service Coordinators
Service Coordinators
Maintenance Technicians
Maintenance Technicians
Quality Assurance Leads
Quality Assurance Leads
📈
Operations Directors
You report on sales pipeline conversions and facility maintenance metrics, but your status reports are always delayed because team members manually export data between systems — with this integration, every deal creation instantly triggers maintenance work orders and keeps your operational metrics current.
⚡
Field Supervisors
You need to dispatch technicians the moment client contracts are signed, but you find out about new deals too late to plan schedules efficiently — with this integration, every new Freshworks CRM (Freshsales Suite) deal automatically creates a MaintainX work order so your crew can mobilize immediately.
🤝
Account Managers
You answer to clients who want immediate progress updates on their facility setup and maintenance requests, but tracking status across platforms causes frustrating communication gaps — with this integration, every work order status change updates your CRM deals and keeps client records accurate.
📊
Service Coordinators
The volume of new client contracts is too high for your desk to keep up with by manually typing task details into maintenance software — with this integration, every deal flows directly into MaintainX without manual data entry errors.
🔧
Maintenance Technicians
You depend on sales representatives to hand over site specifications before you can begin preparation work, but crucial notes get lost in transit — with this integration, every deal field maps directly into your work orders so you receive complete job instructions every time.
📋
Quality Assurance Leads
You need a reliable audit history of every client onboarding and facility task, but keep finding gaps between sales notes and maintenance logs — with this integration, your CRM deals and maintenance work orders stay perfectly synchronized from start to finish.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + MaintainX

Build and manage your Freshworks CRM (Freshsales Suite) + MaintainX automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
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Connect Freshworks CRM (Freshsales Suite) + MaintainX with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
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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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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to MaintainX?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to MaintainX in 1 click using ready templates or by using Integrately AI to build custom workflows linking Slack, Gmail, and 1,500+ other apps.
Can I automatically create MaintainX work orders from Freshworks CRM deals?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), MaintainX, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and MaintainX?
Frequently Asked Questions
How are Freshworks CRM (Freshsales Suite) deal updates handled in MaintainX?
Frequently Asked Questions
Can MaintainX work order status changes update Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and MaintainX?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and MaintainX integration free?
Frequently Asked Questions
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