HeySpace, Copper, Freshworks CRM Integrations

Freshworks CRM
HeySpace
Copper
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Triggers

Copper

Listen for Company Events INSTANT

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events INSTANT

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events INSTANT

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events INSTANT

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events INSTANT

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events INSTANT

Receives notifications about task creation/deletion/update.

Freshworks CRM

Watch new Accounts

Checks if new account was created.

Freshworks CRM

Watch new Appointments

Checks if new appointment was created.

Freshworks CRM

Watch new Contacts

Checks if new contact was created.

Freshworks CRM

Watch new Deals

Checks if new deal was created.

Freshworks CRM

Watch new Leads

Checks if new lead was created.

Freshworks CRM

Watch new Sales activities

Checks if new Sales activity was created.

Actions

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

Freshworks CRM

Convert a Lead

Converts a lead to a contact.

Freshworks CRM

Create a Contact

Creates a new contact.

Freshworks CRM

Create a Deal

Creates a new deal.

Freshworks CRM

Create a Lead

Creates a new lead.

Freshworks CRM

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshworks CRM

Create an Account

Creates a new account.

Freshworks CRM

Create an Appointment

Creates a new appointment.

Freshworks CRM

Create a Note

Creates a note for specific object.

Freshworks CRM

Create a Sales activity

Creates new Freshsales activity.

Freshworks CRM

Create a Task

Creates a new task.

Freshworks CRM

Delete a Contact

Deletes a specific contact.

Freshworks CRM

Delete a Deal

Deletes a specific deal.

Freshworks CRM

Delete a Lead

Deletes a specific lead.

Freshworks CRM

Delete an Account

Deletes a specific account.

Freshworks CRM

Delete an Appointment

Deletes a specific appointment.

Freshworks CRM

Delete a Note

Deletes a specific note.

Freshworks CRM

Delete a Sales activity

Deletes a specific Freshsales activity.

Freshworks CRM

Delete a Task

Deletes a specific Task.

Freshworks CRM

Make an API Call

Performs an arbitrary authorized API call.

Freshworks CRM

Update a Contact

Updates information of specific contact.

Freshworks CRM

Update a Deal

Updates information of a specific deal.

Freshworks CRM

Update a Lead

Updates information of a specific lead.

Freshworks CRM

Update an Account

Updates information of specific account.

Freshworks CRM

Update an Appointment

Updates information of specific appointment.

Freshworks CRM

Update a Note

Updates a specific note.

Freshworks CRM

Update a Sales activity

Updates information of a specific Freshsales activity.

Freshworks CRM

Update a Task

Updates a specific task.

Freshworks CRM

View a Contact

Views details of a specific contact.

Freshworks CRM

View a Deal

Views details of a specific deal.

Freshworks CRM

View a Lead

Views details of a specific lead.

Freshworks CRM

View an Account

Views details of a specific account.

Freshworks CRM

View an Appointment

Views details of a specific appointment.

Freshworks CRM

View a Sales activity

Views details of a specific Freshsales activity.

Freshworks CRM

View a Task

Views details of a specific task.

Searches

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.

Freshworks CRM

List All Accounts

Lists all accounts on your Freshsales account.

Freshworks CRM

List All Appointments

Lists all appointments on your Freshsales account.

Freshworks CRM

List All Contacts

Lists all contacts on your Freshsales account.

Freshworks CRM

List All Deals

Lists all deals on your Freshsales account.

Freshworks CRM

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

Freshworks CRM

List All Leads

Lists all leads on your Freshsales account.

Freshworks CRM

List All Sales activities

Lists all Freshsales activities on your account.

Freshworks CRM

List All Tasks

Lists all tasks on your Freshsales account.

Freshworks CRM

Search Accounts

Searches through your Freshsales account for match.

Freshworks CRM

Search Contacts

Searches through your Freshsales account for match.

Freshworks CRM

Search Deals

Searches through your Freshsales account for match.

Freshworks CRM

Search Leads

Searches through your Freshsales account for match.

Freshworks CRM

Search Users

Searches through your Freshsales account for match.