New messages in Oko Crm — Updating notes in Freshworks CRM

The scenario catches new messages in Oko Crm and updates notes in Freshworks CRM. Runs on its own, no manual copying.

  • Every message from Oko Crm is appended to the note in Freshworks CRM.
  • The summary note doesn't go stale.
  • Details from chat aren't lost.
Add it to your accountScriptera

How it works

To keep Oko Crm and Freshworks CRM in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Schedule
  2. Then: Slack
  3. Then: Freshworks Crm

You can launch this Oko Crm + Freshworks CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios