Compass and Freshworks CRM automations

Ready-made scenarios where Compass and Freshworks CRM work for you: pick one — a copy appears in your account and runs on its own.

91 scenarios

Completed Freshworks CRM tasks — posted to Compass
Contacts from Freshworks CRM into Compass audiences
New Freshworks CRM contacts — into Compass audiences
Incident alerts — to everyone, everywhere at once
A booked meeting — a CRM task and a reminder
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Urgent tasks that don't stall
Which channel brings deals — a per-source breakdown in compass
Automatic bug triage: priority, ticket, team alert
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
Onboarding a hire from a form: chats, a task and access
A morning task plan from Freshworks CRM to compass
Inbound leads scored, with alerts and draft replies for the hot ones
Customer-feedback triage with tickets — automatically
Incoming messages routed to the right team
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Cold deals close themselves — and bring back feedback
A morning briefing of today's tasks in your chat
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
Site status alerts with a screenshot — to your messenger
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Urgent tickets become tasks and an instant team alert
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
Stock sentiment from social media — into tasks and alerts
Capture and route leads from every channel
Release notes, a QA task and team alerts — straight from a version tag
Meeting attendance: a log, the late list and a summary in your chat
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Ticket triage and escalation with response-time control
Jira epic health tracking with risk alerts
A daily numbers summary — to chat and email
A client deck built from a call recording — automatically
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
A daily launch digest — with a task for each notable one
Failed-login detection with tickets and alerts
Automatic follow-ups on stalled deals
Error-log watch with automatic tickets
A sales leaderboard with a personal word to the team — automatically
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Tasks and a recap email after a meeting — from one yes
Catch churning customers early: record updated, task created, team alerted
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Turn security-scanner findings into tasks — no duplicates
Incident response — ticket, alert, and report in seconds
Client onboarding after a won deal
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Invoices from email into accounting, with approval
IT tickets by voice from Telegram — straight into Freshworks CRM
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind
A morning traffic summary for your site — in plain words
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
A full new-client welcome after the form
Support tickets turned into a prioritized engineering backlog
Tasks from your meeting recording, straight into the tracker
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Tester feedback triage: tickets, knowledge base and a reply to the author
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer