Freshworks CRM (Freshsales Suite) + Viral Loops Integration

Integrate Freshworks CRM (Freshsales Suite) to Viral Loops in one click, or tell Integrately AI how you want each contact handled. Track referrals, enrol new customers, update your CRM, and trigger rewards 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)
  • Viral Loops
    Participant is created in Viral Loops Instant
  • Viral Loops
    Milestone is reached in Viral Loops Instant
  • Viral Loops
    Reward is redeemed in Viral Loops 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)
  • Viral Loops
    Add participant in Viral Loops
  • Viral Loops
    Convert participant in Viral Loops

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Ready WorkflowsReady Workflows   for Freshworks CRM (Freshsales Suite) + Viral Loops Integration

Enrol new leads, track referral milestones, update contacts, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Viral Loops flow

Sync your referral programs with email marketing, forms, team chat, payments, scheduling, and spreadsheets. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Viral Loops
+
MailchimpMailchimp (8)
+
TypeformTypeform (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
CalendlyCalendly (8)
+
Google SheetsGoogle Sheets (8)
F
V
M
Add every new Freshworks CRM (Freshsales Suite) contact to Viral Loops, and subscribe them to your Mailchimp audience
Freshworks CRM (Freshsales Suite) contacts immediately join your Viral Loops referral program and Mailchimp audience without manual data entry.
V
F
M
When a Viral Loops participant is created, create a contact in Freshworks CRM (Freshsales Suite), and add them to Mailchimp
New referral participants populate your Freshworks CRM (Freshsales Suite) and Mailchimp list instantly.
V
F
M
When a Viral Loops milestone is reached, update the contact in Freshworks CRM (Freshsales Suite) and send an update in Mailchimp
Keep your Freshworks CRM (Freshsales Suite) records updated and dispatch Mailchimp updates when milestones happen.
M
F
V
Create a contact in Freshworks CRM (Freshsales Suite) for every new Mailchimp subscriber, and add them as a participant in Viral Loops
Mailchimp newsletter subscribers turn into Freshworks CRM (Freshsales Suite) contacts and Viral Loops participants automatically.
F
V
M
If a Freshworks CRM (Freshsales Suite) deal is created, add the contact to Viral Loops and tag them in Mailchimp
New deals in Freshworks CRM (Freshsales Suite) automatically trigger participant creation in Viral Loops and tag subscribers in Mailchimp.
V
F
M
When a Reward is redeemed in Viral Loops, update the contact in Freshworks CRM (Freshsales Suite) and send a confirmation in Mailchimp
Redeemed rewards update your Freshworks CRM (Freshsales Suite) records and trigger confirmation emails in Mailchimp.
F
V
M
Use ChatGPT to score new Freshworks CRM (Freshsales Suite) contacts, enrol them in Viral Loops, and add them to Mailchimp
ChatGPT evaluates incoming Freshworks CRM (Freshsales Suite) contacts before they join Viral Loops and Mailchimp.
F
V
M
S
When Contact is created in Freshworks CRM (Freshsales Suite), add participant in Viral Loops, add subscriber in Mailchimp, and notify your team in Slack
New contacts trigger participant creation, Mailchimp updates, and instant Slack notifications for your team.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Viral Loops

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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Viral Loops
Viral Loops Triggers & Actions
Instant
Participant is created in Viral Loops
Triggers the automation when a new participant is created
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Instant
Milestone is reached in Viral Loops
Triggers the automation when a milestone is achieved
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Instant
Reward is redeemed in Viral Loops
Triggers the automation when a reward is redeemed
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Add participant in Viral Loops
Adds a new participant to a group or event
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Convert participant in Viral Loops
Converts a participant
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What can you automate with Freshworks CRM (Freshsales Suite) + Viral Loops?

Streamline your customer acquisition and referral tracking workflows with automated data synchronization.

What you can automate?
🔄
Sync contacts between Freshworks CRM (Freshsales Suite) and Viral Loops automatically
Every new contact created in Freshworks CRM (Freshsales Suite) immediately becomes a participant in Viral Loops. Eliminate manual exports and keep your customer database perfectly synchronized across both platforms.
📋
Capture every submitted contact detail and custom field
Map available contact attributes and deal properties into your referral platform instead of just names and email addresses. Your referral database becomes a richer source for segmentation and tracking.
🔔
Alert your team the moment a referral milestone is reached
Notify your sales or support team instantly when advocates hit key referral milestones or redeem rewards. Ensure prompt follow-up and maintain high engagement with your top brand advocates.
🔀
Route participants based on deal value and tier criteria
Evaluate incoming Freshworks CRM (Freshsales Suite) deals and direct high-value prospects into premium Viral Loops campaigns. Tailor your referral rewards based on specific account attributes.
📝
Keep CRM records updated when participant statuses change
Automatically update contact records and deal stages in Freshworks CRM (Freshsales Suite) whenever participants reach milestones or redeem rewards in Viral Loops. Maintain accurate pipeline visibility at all times.
🔍
Search and update existing records without creating duplicates
Check whether a contact already exists in Freshworks CRM (Freshsales Suite) before adding them to Viral Loops. Prevent duplicate entries and keep your database clean and organized.
🎁
Handle reward redemptions and milestone updates smoothly
Trigger automated record updates in Freshworks CRM (Freshsales Suite) the moment a reward is redeemed in Viral Loops. Track fulfillment progress and maintain transparent audit trails.
📊
Extend your workflow to Google Sheets and team chat apps
Connect your Freshworks CRM (Freshsales Suite) and Viral Loops automation to Google Sheets for reporting or Slack for team alerts. Build multi-step pipelines that fit your exact operational needs.
And much more...

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

Connect Freshworks CRM (Freshsales Suite) to Viral Loops and eliminate manual data entry across your sales pipeline and referral tracking programs.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations leads
Operations leads
Finance specialists
Finance specialists
📈
Performance marketers
You're running referral campaigns across multiple channels but your tracking spreadsheets only update when someone manually exports contacts, so the acquisition metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.
Sales representatives
You need to act fast on incoming leads, but waiting for batch syncs means hot prospects sit unassigned in your queue while competitors reach out first — automating both apps means every new participant creates an immediate CRM record and your response times drop to zero.
🤝
Account managers
You answer to clients who want to see live referral progress, but compiling manual weekly reports takes hours away from client strategy — this integration means your client dashboards update automatically and progress reviews become effortless.
🎧
Customer support teams
The volume of new enquiries is too high for anyone to keep up by hand, leaving reward redemptions and support tickets scattered across separate tools — with this integration, every milestone update synchronises across your support and CRM records instantly.
⚙️
Operations leads
You own the handoff between sales and marketing systems, but manual data transfers keep breaking your pipeline tracking and attribution models — connecting these apps means contact data flows seamlessly from first touch to final reward.
📑
Finance specialists
You need a reliable history of customer rewards and billing events, but finding gaps between your CRM and referral software causes audit delays — automating both apps ensures every transaction and milestone logs accurately in your permanent records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Viral Loops

Build and manage your Freshworks CRM (Freshsales Suite) + Viral Loops 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) + Viral Loops 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.
How Integrately Works?

How Integrately Works?

1
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Viral Loops?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Viral Loops in just 1 click using ready-made templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack and Google Sheets.
Can I automatically add new Freshworks CRM (Freshsales Suite) contacts to Viral Loops?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Viral Loops, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Viral Loops?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact data during integration?
Frequently Asked Questions
How does Viral Loops track milestones with Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I automate Freshworks CRM (Freshsales Suite) and Viral Loops without coding?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Viral Loops integration free?
Frequently Asked Questions
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You Can Also Connect Freshworks CRM (Freshsales Suite) or Viral Loops With 1500+ Other Apps

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Viral Loops
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Sync Viral Loops with e-commerce, marketing, and customer success tools to scale your referral programs.