Express and Freshworks CRM automations

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

144 scenarios

Updated tasks in Freshworks CRM — Sending messages in Express
New calls in twilio — Sending messages in Express
New messages in Express — Notes in Freshworks CRM
New messages in Express — Updating deals in Freshworks CRM
New notes in Freshworks CRM — Sending messages in Express
Deleted contacts in Freshworks CRM — Running apis in Express
Updated projects in jira — Sending messages in Express
New notes in Freshworks CRM — Running apis in Express
New form responses in Formstack — Sending messages in Express
New documents in jotForm — Sending messages in Express
New messages in Express — Bookings in freshworksCrm
New messages in Express — Deals in Freshworks CRM
New meetings in ciscoWebex — Sending messages in Express
Deleted contacts in Freshworks CRM — Sending messages in Express
New contacts in Freshworks CRM — Uploading files in Express
New contacts in Freshworks CRM — Sending messages in Express
New files in Express — Notes in Freshworks CRM
New orders in GitHub — Sending messages in Express
New messages in Express — Updating notes in Freshworks CRM
New files in Express — Updating notes in Freshworks CRM
New messages in Express — Contacts in Freshworks CRM
New messages in Express — Contacts in Freshworks CRM
New files in Express — Tasks in Freshworks CRM
New Freshworks CRM contacts — into Express audiences
Updated contacts in Freshworks CRM — Messages in Express
Contacts from Freshworks CRM into Express audiences
Updated payments in Stripe — Sending messages in Express
New messages in Express — Deleting contacts in Freshworks CRM
Updated leads in salesforce — Sending messages in Express
New messages in Express — Updating contacts in Freshworks CRM
New files in Express — Updating contacts in Freshworks CRM
New tasks in Freshworks CRM — Messages in Express
New messages in Express — Tasks in Freshworks CRM
Completed Freshworks CRM tasks — posted to Express
New files in Express — Contacts in Freshworks CRM — variant 2
Updated contacts in Freshworks CRM — Sending messages in Express
New blogs in shopify — Sending messages in Express
New tasks in Freshworks CRM — Running apis in Express
Updated accounts in Freshworks CRM — Uploading files in Express
New contacts in Freshworks CRM — Running apis in Express
New contacts in Freshworks CRM — Messages in Express
New bookings in freshworksCrm — Sending messages in Express
Deleted recipients in Lemlist — Sending messages in Express
New deals in Freshworks CRM — Sending messages in Express
New files in Express — Updating tasks in Freshworks CRM — variant 2
New attendees in eventbrite — Sending messages in Express — variant 2
WooCommerce orders — noted in Freshworks CRM, subscribed in Mailchimp, flagged in Express
New tasks in Freshworks CRM — Tasks in Freshworks CRM — variant 2
New messages in Express — Tasks in Freshworks CRM
Found: orders in Bizon365 — Sending messages in Express
chargebee cancellations — a Freshworks CRM note, an email and a Express alert
On a webhook call from payPal — Sending messages in Express
Deleted contacts in Mailchimp — Sending messages in Express
Incident alerts — to everyone, everywhere at once
New CRM contacts — enrichment and alert
From Express through Freshworks CRM — the answer back to Express
Chat messages with keywords into CRM tasks
Urgent messages from Telegram — into Express and Zendesk
A booked meeting — a CRM task and a reminder
A monthly digest of open tasks from Freshworks CRM to Express
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
Lead scoring and routing: hot leads straight to sales
Automatic bug triage: priority, ticket, team alert
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
A task and an alert on every deal move in your CRM
Urgent tasks that don't stall
Which channel brings deals — a per-source breakdown in express
Inbound leads scored, with alerts and draft replies for the hot ones
Onboarding a hire from a form: chats, a task and access
A morning task plan from Freshworks CRM to express
New-lead handling: CRM entry, team alert and reminder
Monitoring your sites' certificate expiry
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
An idea from your notes into a ready plan to approve
A morning briefing of today's tasks in your chat
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Site status alerts with a screenshot — to your messenger
Urgent tickets become tasks and an instant team alert
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Customer escalations found automatically and routed to the team
High-value lead alerts — to chat, sheet and calendar
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
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
Critical bugs from testing escalated straight to tickets and engineering chat
Stock sentiment from social media — into tasks and alerts
Release notes, a QA task and team alerts — straight from a version tag
Capture and route leads from every channel
Client renewal reminders — ahead of time
Meeting attendance: a log, the late list and a summary in your chat