Freshworks CRM (Freshsales Suite) + Ontraport Integration

Integrate Freshworks CRM (Freshsales Suite) to Ontraport in one click, or tell Integrately AI how you want each contact handled. Enrich leads, update contacts and deals, alert your team, 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)
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
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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)
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

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

Capture new contacts, update CRM records, trigger email campaigns, sync transactions, and manage deals, all in just one click.

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

Create Freshworks CRM (Freshsales Suite) contact for new Ontraport response

When someone completes your Ontraport, a new contact is automatically created in your Freshworks CRM (Freshsales Suite). This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Ontraport is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Ontraport - Freshworks CRM (Freshsales Suite) integration set up makes it easy to manage your customer relationships and grow your business.
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Activate
Ontraport + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Freshworks CRM (Freshsales Suite) contact and Ontraport contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Activate
Ontraport + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Ontraport response

Integrating your Freshworks CRM (Freshsales Suite) with your Ontraport, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Ontraport - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Activate
Ontraport + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Ontraport contact

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new contact is created in Ontraport. Just connect your accounts, and every time a new contact is created in Ontraport, a new deal will automatically be created in Freshworks CRM (Freshsales Suite).

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Activate
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Ontraport flow

Users often connect Shopify orders, Calendly bookings, and Stripe payments to keep their pipeline and marketing synced. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Ontraport
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
S
F
O
Add every new Shopify customer to Freshworks CRM (Freshsales Suite) as a contact and create a contact in Ontraport
New Shopify customers sync into Freshworks CRM (Freshsales Suite) and Ontraport automatically, removing manual data entry and keeping your marketing lists current.
S
F
O
Create a deal in Freshworks CRM (Freshsales Suite) and a transaction in Ontraport whenever a new Shopify order is placed
Every Shopify order immediately updates Freshworks CRM (Freshsales Suite) and Ontraport, so your sales and marketing teams stay perfectly aligned.
S
F
O
If a Shopify order value exceeds your threshold, create a priority deal in Freshworks CRM (Freshsales Suite) and tag the contact in Ontraport
High-value Shopify orders trigger VIP handling in Freshworks CRM (Freshsales Suite) and Ontraport automatically.
S
F
O
C
Use ChatGPT to summarise every Shopify customer feedback note, update Freshworks CRM (Freshsales Suite), and log details in Ontraport
AI-powered summaries of Shopify customer feedback get logged across Freshworks CRM (Freshsales Suite) and Ontraport instantly.

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

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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Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create transaction in Ontraport
Records a new transaction
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Update product in Ontraport
Modifies an existing product
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Search product by name in Ontraport
Finds a product based on its name
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Create product in Ontraport
Adds a new product to the system
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
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What can you automate with Freshworks CRM (Freshsales Suite) + Ontraport?

Streamline your sales and marketing workflows with reliable, automated triggers and actions across both platforms.

What you can automate?
🔄
Sync new contacts between Freshworks CRM (Freshsales Suite) and Ontraport
Automatically create an Ontraport contact whenever a new contact is created in Freshworks CRM (Freshsales Suite). Eliminate manual data entry and ensure your CRM and marketing platforms always share identical customer records.
📝
Capture every submitted contact detail
Map available contact fields, notes, and custom attributes from Freshworks CRM (Freshsales Suite) directly into Ontraport. Your contact profiles become a complete source of truth for all customer interactions.
🔔
Notify the right team member instantly
Trigger instant team notifications whenever a high-value deal is created or updated in Freshworks CRM (Freshsales Suite). Ensure sales reps never miss a critical follow-up or VIP customer milestone.
🔀
Route records based on submitted criteria
Perform different actions depending on specific deal values or contact tags submitted in Freshworks CRM (Freshsales Suite). Automatically segment prospects and assign them to the correct Ontraport campaign.
🔄
Keep records updated as stages change
Automatically update contact stages, deal statuses, and transaction records across both platforms as work progresses. Prevent outdated information from stalling your sales pipeline.
🛡️
Prevent duplicate records automatically
Search for existing contacts by email or phone number before creating new entries in Freshworks CRM (Freshsales Suite) or Ontraport. Maintain a clean, deduplicated database without manual cleaning.
💳
Manage transaction and payment updates
Handle subscription changes, refunds, and transaction milestones by syncing updates between Freshworks CRM (Freshsales Suite) deals and Ontraport products or payment records.
🔌
Extend workflows to popular third-party apps
Connect your Freshworks CRM (Freshsales Suite) and Ontraport core flow with Slack, Google Sheets, or Stripe to build powerful multi-step automations that span your entire business stack.
And much more...

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

Sales, marketing, and revenue operations teams use this integration to eliminate manual data entry, streamline pipeline management, and accelerate customer follow-ups.

Sales Managers
Sales Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Marketing Operations Specialists
Marketing Operations Specialists
Business Development Reps
Business Development Reps
Revenue Operations Analysts
Revenue Operations Analysts
📈
Sales Managers
You're tracking pipeline growth across multiple platforms but your reporting row counts only update when someone manually exports contacts, so the conversion metrics you're reviewing against are always a few hours behind — this integration means every new contact lands instantly and your dashboard stays current.
⚡
Account Executives
You need to reach out to inbound leads immediately, but you find out about new deals hours after creation because lead notifications get buried in emails — automating both apps means every lead triggers an instant alert and you can close deals faster.
🤝
Customer Success Leads
You answer to clients who want to see real-time onboarding progress, but keeping your customer records updated across Freshworks CRM (Freshsales Suite) and Ontraport by hand takes hours away from client calls — connecting these apps means every account status updates automatically without manual effort.
📊
Marketing Operations Specialists
The volume of new submissions is too high for anyone to keep up by hand, leading to lost contacts and unsynced subscriber lists — integrating these apps means every form submission and campaign interaction flows seamlessly between systems.
🔄
Business Development Reps
You own the next sales step and depend on someone upstream to hand over qualified leads, but manual handoffs cause frustrating delays in prospect outreach — automating both apps means qualified leads appear in your pipeline instantly.
🗂️
Revenue Operations Analysts
You need a reliable history of customer transactions and keep finding gaps in your reporting due to disconnected software — automating both apps means every deal and transaction is logged accurately and consistently.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Ontraport

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

1
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2
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 Ontraport?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Ontraport in 1-click using Integrately. Choose from millions of ready automation templates or use Integrately AI to build custom workflows linking your CRM and marketing tools.
Can I automatically create Ontraport contacts when a new Freshworks CRM (Freshsales Suite) contact is added?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Ontraport, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Ontraport?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) data sync with Ontraport here?
Frequently Asked Questions
How do Ontraport updates trigger actions in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Ontraport?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Ontraport integration free?
Frequently Asked Questions
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