Freshworks CRM and Kitemaker automations

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

94 scenarios

Updated records in Kitemaker — Updating contacts in Freshworks CRM
New contacts in Freshworks CRM — Updating records in Kitemaker
New attendees in eventbrite — Records in Kitemaker — variant 2
Updated records in Kitemaker — Notes in Freshworks CRM
New bookings in freshworksCrm — Records in Kitemaker
New records in Kitemaker — Accounts in Freshworks CRM
Updated deals in Freshworks CRM — Updating records in Kitemaker
Updated records in Kitemaker — Contacts in Freshworks CRM
New contacts in Freshworks CRM — Records in Kitemaker
New notes in Freshworks CRM — Records in Kitemaker
New deals in Freshworks CRM — Records in Kitemaker
New notes in Freshworks CRM — Updating records in Kitemaker
Updated contacts in Freshworks CRM — Updating records in Kitemaker
New form responses in Formstack — Records in Kitemaker
New records in Kitemaker — Tasks in Freshworks CRM
New form responses in JotForm — Contacts in Freshworks CRM
New contacts in Autopilot — Records in Kitemaker
New records in Kitemaker — Contacts in Freshworks CRM
Tasks from one Kitemaker land on the other board
New tasks in Freshworks CRM — Updating records in Kitemaker
Updated deals in Freshworks CRM — Records in Kitemaker
New Freshworks CRM land in Kitemaker by themselves
New tasks in Freshworks CRM — Records in Kitemaker
Updated accounts in Freshworks CRM — Records in Kitemaker
New records in Kitemaker — Deals in Freshworks CRM
New subscribers in Mailchimp — Records in Kitemaker
Updated contacts in Freshworks CRM — Records in Kitemaker
New deals in Freshworks CRM — Records in Kitemaker
New notes in Freshworks CRM — Records in Kitemaker
WooCommerce orders — a Kitemaker record and a Freshworks CRM deal
New webinar registrants in zoom — Contacts in Freshworks CRM — variant 2
New HubSpot contacts — enriched via hunter, saved to Freshworks CRM and Kitemaker
Move tasks from Freshworks CRM to Kitemaker
Found: customers in Get Course — Records in Kitemaker
Gauging callers' mood and personalized texts through twilio
Form submissions into a sheet and support
Pipedrive deals — a Freshworks CRM contact and a Kitemaker record
Data shaped to the table format — prepared automatically before writing
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Form feedback turned into tasks across your trackers
Win back abandoned Shopify carts by email and in CRM
Requests from Kitemaker — into Freshworks CRM tasks with a team notice
Contacts tagged by role and seniority — automatically
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
Leads from a post's likes and comments — straight to your CRM
Feedback sorted by sentiment — and every complaint becomes a ticket
Data-load failure monitoring with tasks and alerts
Resumes from a folder into a candidate card and a hiring task
Stuck tickets, followed up automatically
High-value lead alerts — to chat, sheet and calendar
Topic legislation tracker with tasks
Urgent emails from key clients, turned straight into tasks
Team-capacity tracking with over-allocation alerts
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
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
Failed-login detection with tickets and alerts
Collect client reviews and summarize them to chat automatically
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Shipping quotes delivered right in the customer chat
Incident response — ticket, alert, and report in seconds
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Turn security-scanner findings into tasks — no duplicates
Invoices from email into accounting, with approval
Content ideas from your audience's real pain points
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
A satisfaction survey after every deal, with replies sorted
Incoming lead sorting and routing — automatically
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
Auto-booking demos for high-intent leads
A full new-client welcome after the form
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
A form order: invoice and client confirmation — automatic
Tester feedback triage: tickets, knowledge base and a reply to the author
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
BANT call qualification and CRM handling — on autopilot