Freshworks CRM, Klaviyo Integrations

Freshworks CRM
Klaviyo
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Triggers

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.

Klaviyo

Watch Campaigns

Triggers when a new campaign is created.

Klaviyo

Watch Events

Trigger when a new event is generated.

Klaviyo

Watch Events for a Particular Metric

Triggers when a new event is generated within a given particular metric.

Klaviyo

Watch Person's Events for a Particular Metric

Triggers when a new event releated to the given person is generated within a given particular metric.

Klaviyo

Watch Profiles on a List

Triggers when a new profile is added to the given list. The module allows you to track the last 100 new emails. The module must be scheduled with this in mind.

Actions

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.

Klaviyo

Add/Subscribe Profiles to a List

Subscribes or re-subscribes profiles to a list.

Klaviyo

Add/Update a User's Attributes

Adds or updates one more attributes for a Person based on the Klaviyo person ID.

Klaviyo

Cancel a Campaign

Cancels a campaign.

Klaviyo

Clone a Campaign

Clones a campaign.

Klaviyo

Create/Update a Campaign

Creates a new campaign, or updates details of the given campaign.

Klaviyo

Get a Person's Attributes

Retrieves all the data attributes for a person, based on the Klaviyo person ID.

Klaviyo

Get List Details

Returns information about a list.

Klaviyo

Send a Campaign Immediately

The endpoint queues a campaign for immediate delivery.

Klaviyo

Schedule a Campaign

Schedules a campaign for a time in the future.

Klaviyo

Track Events

Tracks when someone takes an action or does something.

Klaviyo

Track Properties

Tracks properties about an individual without tracking an associated event.

Klaviyo

Unsubscribe and Remove Profiles from a List

Unsubscribes and removes profiles from a list.

Searches

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.

Klaviyo

Export Metric Data

Exports event data from Klaviyo, optionally filtering and segmented on available event properties.

Klaviyo

Check and Search Profiles on a List

Returns profiles that are on a list and not suppressed. Profiles are checked based on the predefined set of their emails.

Klaviyo

List Campaign Recipients

Returns summary information about email recipients for the campaign specified that includes each recipients email, customer ID, and status.

Klaviyo

List Campaigns

Returns a list of all the campaigns you've created.

Klaviyo

List Events for a Particular Metric

Returns a batched timeline for one specific type of metric.

Klaviyo

List Metrics

Returns a list of all the metrics.

Klaviyo

List Profiles in a List or in a Segment

Returns profiles (emails, IDs) in a given list or segment.

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