Freshworks CRM (Freshsales Suite) + Rise Integration
Integrate Freshworks CRM (Freshsales Suite) to Rise in one click, or tell Integrately AI how you want each contact handled. Create training accounts, enroll learners in courses, track completions, and update your CRM records automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Course Completed in Rise Instant- Course Submitted in Rise Instant
- User created in Rise Instant
- Enrollment created in Rise Instant
2.
- Search contact in Freshworks CRM (Freshsales Suite)
- Create product in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- Create invitation in Rise
- Search User in Rise
- Search Invitation in Rise
Trusted by experts at...
Ready Workflows for Freshworks CRM (Freshsales Suite) + Rise Integration
Enroll learners, track course completions, sync user accounts, and update training records, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Freshworks CRM (Freshsales Suite) + Rise flow
Bring messaging, calendar scheduling, support tickets, and team notifications into your training and CRM workflow. Pick a combination and activate it in one click.
+
Slack (6)
Slack (6) +
Microsoft Teams (5)
Microsoft Teams (5) +
Zoom (4)
Zoom (4) +
Gmail (5)
Gmail (5) +
Google Calendar (4)
Google Calendar (4) +
HubSpot (4)
HubSpot (4) F
R
S
Create a Rise invitation when a contact is created in Freshworks CRM (Freshsales Suite), and notify your team in Slack
New contacts in Freshworks CRM (Freshsales Suite) automatically receive training invitations in Rise while your team gets notified in Slack.
R
F
S
When a course is completed in Rise, update the contact in Freshworks CRM (Freshsales Suite) and post an update in Slack
Training progress in Rise updates your Freshworks CRM (Freshsales Suite) contact records while keeping your team updated on Slack.
R
F
S
When a user is created in Rise, search the contact in Freshworks CRM (Freshsales Suite) and notify your training channel in Slack
New Rise user profiles trigger a contact search in Freshworks CRM (Freshsales Suite) with a confirmation alert sent to Slack.
R
F
S
Create a deal in Freshworks CRM (Freshsales Suite) when a course is submitted in Rise, and alert your sales team in Slack
Rise course submissions automatically generate deals in Freshworks CRM (Freshsales Suite) and notify your sales team in Slack.
R
F
S
Add a note to a contact in Freshworks CRM (Freshsales Suite) when an enrollment is created in Rise, and post a notice in Slack
New Rise enrollments add detailed notes to Freshworks CRM (Freshsales Suite) contacts and broadcast updates on Slack.
R
F
S
Use Claude to summarise course completion feedback from Rise, update Freshworks CRM (Freshsales Suite), and post in Slack
Claude summarises Rise course feedback before updating Freshworks CRM (Freshsales Suite) and notifying your team on Slack.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Rise
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → Rise Triggers & Actions
Instant
Course Submitted in Rise
Triggers the automation when a course is successfully submitted by owner
Try it → What can you automate with Freshworks CRM (Freshsales Suite) + Rise?
Streamline training enrollment, course completion tracking, and CRM record updates in one unified flow.
🚀
Create training invitations from CRM contacts
Trigger Rise training invitations automatically the moment a new contact is created in Freshworks CRM (Freshsales Suite). Onboarding begins immediately without manual data entry.
📝
Capture every course submission detail
Map all available Rise course submission data directly into your Freshworks CRM (Freshsales Suite) records instead of just basic user names and email addresses.
🔔
Alert your team instantly on messaging apps
Notify your support or sales team in Slack or Microsoft Teams whenever a learner completes a course or registers for a new training program.
🔀
Route workflows based on course scores
Execute different follow-up actions in Freshworks CRM (Freshsales Suite) depending on specific course completion statuses or submitted quiz scores from Rise.
🔄
Keep CRM contact records fully updated
Automatically update contact stages and properties in Freshworks CRM (Freshsales Suite) as learners progress through their assigned courses in Rise.
👥
Prevent duplicate user profiles
Search existing database records before creating new entries in Freshworks CRM (Freshsales Suite) or Rise, maintaining clean and organized data.
📅
Manage status changes and follow-ups
Create follow-up tasks in Freshworks CRM (Freshsales Suite) or schedule review meetings when course enrollments are completed or updated.
🌐
Extend flows to email and calendar tools
Connect your Freshworks CRM (Freshsales Suite) and Rise workflow with Gmail or Google Calendar to send welcome emails and schedule onboarding calls.
And much more...
Who is Freshworks CRM (Freshsales Suite) + Rise integration for?
Teams managing customer relationships and employee or client training programs eliminate manual data entry and keep records synchronised across platforms.
Sales operations managers
Customer success leads
Training coordinators
Account executives
Customer support specialists
Business analysts
📈
Sales operations managers
You track pipeline metrics in Freshworks CRM (Freshsales Suite) but training enrollments live in Rise, so your deal stages never reflect active learner progress — with this integration, every training milestone updates your CRM records instantly and your reports stay accurate.
⚡
Customer success leads
You need to onboard new clients into Rise the moment they appear in Freshworks CRM (Freshsales Suite), but manual invitations cause onboarding delays — automating both apps means training invites go out instantly and clients start learning without waiting.
📊
Training coordinators
You report on course completion rates to stakeholders, but course data and contact details are scattered across separate platforms — connecting these apps means completed training logs feed directly into your CRM profiles without manual copying.
🔄
Account executives
Your deal pipeline in Freshworks CRM (Freshsales Suite) depends on knowing who has completed training modules, but checking course statuses by hand takes hours every week — this integration means completion events update your CRM tasks automatically.
🎯
Customer support specialists
You rely on contact histories in Freshworks CRM (Freshsales Suite) to answer support tickets, but training submissions are logged separately in Rise — connecting the two apps means every submission note appears right inside your CRM records.
📋
Business analysts
You audit learner engagement and CRM activity regularly, but missing syncs create frustrating gaps in your audit history — with this integration, every user creation and course submission is recorded reliably across both platforms.
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) + Rise
Build and manage your Freshworks CRM (Freshsales Suite) + Rise automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Rise with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Freshworks CRM (Freshsales Suite) + Rise Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Freshworks CRM (Freshsales Suite) + Rise Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Freshworks CRM (Freshsales Suite) to Rise?
You can connect Freshworks CRM (Freshsales Suite) to Rise in 1-click using ready-made templates on Integrately or by asking Integrately AI to build the workflow. Bring in apps like Slack, Gmail, or HubSpot to extend your training and CRM flow.
Can I automatically create Rise training invitations when new contacts are added in Freshworks CRM (Freshsales Suite)?
Can I connect Freshworks CRM (Freshsales Suite), Rise, and Slack?
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Rise?
How do contact updates work between Freshworks CRM (Freshsales Suite) and Rise?
Can I track Rise course completions in Freshworks CRM (Freshsales Suite)?
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Rise?
Is the Freshworks CRM (Freshsales Suite) and Rise integration free?
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?
You Can Also Connect Freshworks CRM (Freshsales Suite) or Rise With 1500+ Other Apps
Popular Freshworks CRM (Freshsales Suite) Integrations
Connect Freshworks CRM (Freshsales Suite) to sales, email, and billing tools to manage leads and close deals faster.
See All
Freshworks CRM (Freshsales Suite) Integrations
Freshworks CRM (Freshsales Suite) Integrations
No popular apps found
Popular Rise Integrations
Sync Rise with analytics, messaging, and document tools to keep training programs and learner tracking connected.
See All
Rise Integrations
Rise Integrations
No popular apps found
