Freshworks CRM (Freshsales Suite) + Service Provider Pro Integration

Integrate Freshworks CRM (Freshsales Suite) to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Track client revenue, update your CRM records, alert your sales 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)
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro 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 Freshworks CRM (Freshsales Suite) + Service Provider Pro Integration

Sync client orders, update CRM contacts, keep records current, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Service Provider Pro + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro 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 Service Provider Pro with Freshworks CRM (Freshsales Suite)? This integration will allow you to automatically create a contact for each new 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) + Service Provider Pro flow

Log financial transactions, notify team channels, sync customer data, and trigger follow-up tasks across your entire stack. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Service Provider Pro
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
AsanaAsana (3)
S
F
S
When a Service Provider Pro order is created, create a contact in Freshworks CRM (Freshsales Suite), and record the payment in Stripe
New Service Provider Pro orders instantly create Freshworks CRM (Freshsales Suite) contacts while logging customer charges in Stripe without manual data entry.
S
F
S
When a Service Provider Pro invoice is paid, update the contact in Freshworks CRM (Freshsales Suite), and create a customer in Stripe
Paid Service Provider Pro invoices update Freshworks CRM (Freshsales Suite) contacts and establish Stripe billing profiles instantly.
S
F
S
When a Service Provider Pro subscription is paid, create a deal in Freshworks CRM (Freshsales Suite), and generate an invoice in Stripe
Successful subscription payments in Service Provider Pro generate Freshworks CRM (Freshsales Suite) deals and Stripe invoices automatically.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Service Provider Pro

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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Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available

What can you automate with Freshworks CRM (Freshsales Suite) + Service Provider Pro?

Streamline client onboarding, sync financial records, and eliminate manual data entry across your tools.

What you can automate?
Sync new client orders into CRM contacts
Automatically create a contact in Freshworks CRM (Freshsales Suite) whenever a new order is created in Service Provider Pro. Keep your client database updated without manual copying.
📋
Capture every submitted intake form field
Map all submitted Service Provider Pro form details directly into your Freshworks CRM (Freshsales Suite) records. Ensure sales reps have complete customer context from the start.
🔔
Alert your team about paid invoices instantly
Notify your finance or sales channel the moment an invoice is paid in Service Provider Pro. Keep stakeholders informed of incoming revenue without checking dashboards.
🔀
Route leads based on submitted order tier
Trigger different CRM actions or team alerts depending on specific fields submitted in your Service Provider Pro orders. Direct high-value clients to senior reps automatically.
🔄
Keep CRM deal stages updated as orders change
Update Freshworks CRM (Freshsales Suite) deals automatically whenever order statuses change in Service Provider Pro. Maintain pipeline accuracy across your entire team.
🔍
Create or update contacts without duplicates
Search existing database records before creating new entries to prevent duplicate customer profiles. Keep your Freshworks CRM (Freshsales Suite) clean and organized.
💳
Manage subscription payments and renewals
Log successful subscription payments and handle failed renewals by updating deal stages and triggering team alerts. Protect your agency's recurring revenue streams.
💬
Extend workflows to Slack and project tools
Connect your core automation to Slack, Asana, or Stripe to notify teams, create tasks, and record payments in one multi-step flow.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Service Provider Pro integration for?

Connecting agency operations and CRM records removes manual data entry for growing teams.

Revenue operations managers
Revenue operations managers
Sales development representatives
Sales development representatives
Client success leads
Client success leads
Agency billing specialists
Agency billing specialists
Project managers
Project managers
Account executives
Account executives
📈
Revenue operations managers
You're compiling client metrics across platforms but your sales pipeline reports only update when someone manually exports orders, so the revenue forecasts you present are always outdated — this integration means every new order updates your CRM records instantly and your pipeline stays accurate.
Sales development representatives
You need to initiate outreach the moment a prospect buys, but you find out about new client sign-ups hours later after checking spreadsheets — automating both apps means every new order creates a contact immediately so you can begin follow-up without delay.
🤝
Client success leads
You answer to agency stakeholders who expect real-time visibility into client onboarding progress, but tracking information remains trapped in billing portals — connecting these apps means every form submission and invoice payment updates your records so stakeholders see accurate progress.
📊
Agency billing specialists
The volume of client invoices and subscription payments is too high for anyone to keep up by hand, leading to frequent reconciliation errors — automating both apps means financial events sync effortlessly and your account history remains complete.
📋
Project managers
You own project delivery and depend on someone upstream to hand over client details before work can start, causing frustrating communication bottlenecks — this integration means new orders create tasks automatically so your team picks up the work without waiting.
🗂️
Account executives
You need a reliable history of client interactions and keep finding gaps between billing records and sales notes — automating both apps means every deal and order syncs into a unified timeline and your client history has no missing pieces.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Service Provider Pro

Build and manage your Freshworks CRM (Freshsales Suite) + Service Provider Pro 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) + Service Provider Pro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Service Provider Pro?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Service Provider Pro in one click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, Stripe, and HubSpot.
Can I automatically create a Freshworks CRM contact when a new Service Provider Pro order is created?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Service Provider Pro?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle data synchronization with Service Provider Pro?
Frequently Asked Questions
How does Service Provider Pro trigger automated actions in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Service Provider Pro?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Service Provider Pro integration free?
Frequently Asked Questions
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Service Provider Pro
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Sync Service Provider Pro with accounting, invoicing, and customer support software to streamline your agency operations.