Freshworks CRM (Freshsales Suite) + Survicate Integration

Integrate Freshworks CRM (Freshsales Suite) to Survicate in one click, or tell Integrately AI how you want each response handled. Capture survey answers, create CRM contacts, update deals, 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)
  • Survicate
    Question is answered in Survicate
  • Survicate
    Survey is created in Survicate
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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) + Survicate Integration

Capture survey responses, create CRM contacts, update accounts, and trigger follow-ups, all in just one click.

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

Create Freshworks CRM (Freshsales Suite) deal for new Survicate survey response

Integrating your Freshworks CRM (Freshsales Suite) with your Survicate, can help you automatically create new deals based on survey 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 Survicate - 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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Survicate + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Survicate survey response

It's important to stay on top of your customer relationships, and one way to do that is to create Freshworks CRM (Freshsales Suite) tasks for new Survicate survey responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Freshworks CRM (Freshsales Suite) task for new Survicate survey response received today - your customers will thank you for it!
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Survicate flow

Streamline your customer feedback loop by connecting your CRM and survey data to marketing, messaging, and scheduling tools. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Survicate
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MailchimpMailchimp (6)
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SlackSlack (6)
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HubSpotHubSpot (6)
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CalendlyCalendly (6)
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Google SheetsGoogle Sheets (6)
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ZoomZoom (6)
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When a survey is created in Survicate, create a contact in Freshworks CRM (Freshsales Suite), and add a subscriber in Mailchimp
New survey respondents appear in Freshworks CRM (Freshsales Suite) and Mailchimp instantly, ensuring your marketing lists and CRM records stay synchronized without manual exports.
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F
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When a question is answered in Survicate, create a contact in Freshworks CRM (Freshsales Suite), and update the subscriber in Mailchimp
Survey answers flow straight into Freshworks CRM (Freshsales Suite) and update subscriber profiles in Mailchimp, so your segmentation stays accurate and current.
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If a Survicate survey question indicates high intent, create a deal in Freshworks CRM (Freshsales Suite) and add the lead to Mailchimp
High-intent survey respondents generate a new deal in Freshworks CRM (Freshsales Suite) and join targeted Mailchimp campaigns automatically.
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When a survey is created in Survicate, add a note to the contact in Freshworks CRM (Freshsales Suite) and send a campaign in Mailchimp
Survey creation logs context in Freshworks CRM (Freshsales Suite) notes while triggering targeted email follow-ups in Mailchimp.
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Use ChatGPT to summarise survey answers from Survicate, create a contact in Freshworks CRM (Freshsales Suite), and add a tag in Mailchimp
AI summarises Survicate survey feedback before creating CRM contacts in Freshworks CRM (Freshsales Suite) and tagging subscribers in Mailchimp.
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When a survey is created in Survicate, create a contact in Freshworks CRM (Freshsales Suite), add a subscriber in Mailchimp, and notify Slack
Survicate surveys trigger contact creation in Freshworks CRM (Freshsales Suite), subscriber additions in Mailchimp, and team alerts in Slack.

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

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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Survicate
Survicate Triggers & Actions
Question is answered in Survicate
Triggers the automation when a question is answered
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Survey is created in Survicate
Triggers the automation when a survey response is submitted
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No action is available

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

Streamline your survey feedback loops and CRM updates with robust, automated workflows.

What you can automate?
🔄
Sync survey responses to CRM contacts instantly
Turn every Survicate survey submission into a new contact in Freshworks CRM (Freshsales Suite) the moment it is submitted. Eliminate manual copying and keep your database up to date.
📝
Capture every submitted survey field and answer
Map detailed questionnaire answers and ratings into specific Freshworks CRM (Freshsales Suite) fields and notes instead of losing context in separate survey tools.
🔔
Alert your team the moment feedback arrives
Trigger instant team notifications in Slack or email whenever a high-value survey response or critical support rating is submitted by a customer.
🔀
Route records based on submitted answers
Create different workflows depending on whether a survey respondent gives positive satisfaction scores or indicates urgent escalation needs.
📑
Keep CRM deals updated as sentiment changes
Automatically update deal stages, add reference notes, or adjust account priorities in Freshworks CRM (Freshsales Suite) based on ongoing customer feedback.
🔍
Search and update existing records without duplicates
Check whether a contact already exists in Freshworks CRM (Freshsales Suite) before creating a new entry, ensuring your database remains clean and organised.
⚙️
Handle follow-up tasks and status changes
Automatically create follow-up tasks for your sales or success team in Freshworks CRM (Freshsales Suite) whenever a survey requires direct human intervention.
🔗
Extend your workflow to marketing and sheets
Connect your core automation to tools like Google Sheets or Mailchimp to log survey data and trigger targeted email campaigns seamlessly.
And much more...

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

Sales professionals, marketers, and customer success teams who need survey insights and customer feedback captured instantly in their CRM workflows without manual data transfer.

Revenue operations analysts
Revenue operations analysts
Sales development representatives
Sales development representatives
Key account managers
Key account managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations specialists
Operations specialists
📈
Revenue operations analysts
You're tracking customer satisfaction metrics across multiple survey campaigns, but your reporting dashboards only update when someone manually exports answers, so your metric counts are always outdated — this integration means every new survey submission lands in your CRM instantly and your metrics stay current.
⚡
Sales development representatives
You manage incoming prospect enquiries and survey feedback, but high-intent responses sit in your survey tool until someone checks them by hand, leading to delayed outreach — with this integration, every qualified survey answer creates a CRM task immediately and your response times drop.
🤝
Key account managers
You answer to client stakeholders who expect account health scores to reflect recent survey feedback, but manual logging creates visibility gaps — automating both apps means every customer response updates the relevant deal record and client reviews show accurate history.
📊
Customer support leads
The volume of survey responses is too high for your team to keep up with by hand, causing critical feedback items to get lost in transit — connecting these apps means every survey answer populates your CRM records automatically and nothing falls through the cracks.
🎯
Account executives
You depend on marketing teams to hand over survey data before closing pipeline deals, but manual handoffs cause frustrating delays — this integration means survey submissions create and update CRM deals instantly and handoffs happen without friction.
🗂️
Operations specialists
You need a reliable history of customer interactions across your systems, but manual data entry leaves frequent gaps in your database records — automating both apps means every customer touchpoint is logged accurately and your audit history remains complete.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Survicate

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

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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Survicate?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Survicate in one click using ready-made templates on Integrately. Choose a workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create CRM contacts when a Survicate survey is submitted?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Survicate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Survicate?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact updates from Survicate?
Frequently Asked Questions
Can Survicate trigger automated tasks in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Survicate?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Survicate integration free?
Frequently Asked Questions
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