Freshworks CRM × AmbactiBring Freshworks CRM into
the flow of work.
A little less busywork with Freshworks CRM.
Account5 capabilities+
- Get many accountsRead
Retrieve many accounts
- Get an accountRead
Retrieve an account
- Create an accountWrite
- Delete an accountWrite
- Update an accountWrite
Appointment5 capabilities+
- Get many appointmentsRead
Retrieve many appointments
- Get an appointmentRead
Retrieve an appointment
- Create an appointmentWrite
- Delete an appointmentWrite
- Update an appointmentWrite
Contact5 capabilities+
- Get many contactsRead
Retrieve many contacts
- Get a contactRead
Retrieve a contact
- Create a contactWrite
- Delete a contactWrite
- Update a contactWrite
Deal5 capabilities+
- Get many dealsRead
Retrieve many deals
- Get a dealRead
Retrieve a deal
- Create a dealWrite
- Delete a dealWrite
- Update a dealWrite
Sales Activity2 capabilities+
- Get many sales activitiesRead
Retrieve many sales activities
- Get a sales activityRead
Retrieve a sales activity
Search2 capabilities+
- Lookup a searchRead
Search for the name or email address of records
- Query a searchRead
Search for records by entering search queries of your choice
Task5 capabilities+
- Get many tasksRead
Retrieve many tasks
- Get a taskRead
Retrieve a task
- Create a taskWrite
- Delete a taskWrite
- Update a taskWrite
Note3 capabilities+
- Create a noteWrite
- Delete a noteWrite
- Update a noteWrite
Frequently asked
questions.
What could an Ambacti integration do with Freshworks CRM?
The documented operations include Account: Get many accounts; Account: Get an account; Appointment: Get many appointments; Appointment: Get an appointment.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Freshworks CRM?
Decide which work could run on its own and which steps need your review.