Freshworks CRM and Mattermost automations

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

151 scenarios

Updated payments in Stripe — Sending messages in Mattermost
Deleted contacts in Freshworks CRM — Running apis in Mattermost
Contacts from Freshworks CRM into Mattermost audiences
New users in Mattermost — Running apis in Freshworks CRM
New messages in Mattermost — Deleting contacts in Freshworks CRM
New deals in Freshworks CRM — Channels in Mattermost
New deals in Freshworks CRM — Sending messages in Mattermost
New users in Mattermost — Tasks in Freshworks CRM
New users in Mattermost — Updating tasks in Freshworks CRM
New messages in Mattermost — Updating contacts in Freshworks CRM
Deleted recipients in Lemlist — Sending messages in Mattermost
New users in Mattermost — Deleting contacts in Freshworks CRM
New Freshworks CRM contacts — into Mattermost audiences
New orders in GitHub — Sending messages in Mattermost
New tasks in Freshworks CRM — Running apis in Mattermost
New notes in Freshworks CRM — Running apis in Mattermost
New notes in Freshworks CRM — Sending messages in Mattermost
New users in Mattermost — Updating contacts in Freshworks CRM
New users in Mattermost — Bookings in freshworksCrm
Deleted contacts in Freshworks CRM — Deleting users in Mattermost
New users in Mattermost — Accounts in Freshworks CRM
Updated leads in salesforce — Sending messages in Mattermost
New form responses in Formstack — Sending messages in Mattermost
Deleted contacts in Freshworks CRM — Users in Mattermost
New messages in Mattermost — Notes in Freshworks CRM
New users in Mattermost — Contacts in Freshworks CRM
New attendees in eventbrite — Sending messages in Mattermost — variant 2
New blogs in shopify — Sending messages in Mattermost
New contacts in Freshworks CRM — Updating channels in Mattermost
New messages in Mattermost — Updating deals in Freshworks CRM
A daily weather forecast in your Mattermost
New messages in Mattermost — Updating notes in Freshworks CRM
Updated tasks in Freshworks CRM — Sending messages in Mattermost
New messages in Mattermost — Bookings in freshworksCrm
New bookings in freshworksCrm — Sending messages in Mattermost
Deleted contacts in Freshworks CRM — Sending messages in Mattermost
New messages in Mattermost — Contacts in Freshworks CRM
New calls in twilio — Sending messages in Mattermost
New contacts in Freshworks CRM — Sending messages in Mattermost
New users in Mattermost — Deals in Freshworks CRM
Completed Freshworks CRM tasks — posted to Mattermost
New contacts in Freshworks CRM — Running apis in Mattermost
Updated contacts in Freshworks CRM — Users in Mattermost
New messages in Mattermost — Deals in Freshworks CRM
New records in Google Sheets — Users in Mattermost — variant 2
New documents in jotForm — Sending messages in Mattermost
New contacts in Freshworks CRM — Channels in Mattermost
Updated projects in jira — Sending messages in Mattermost
Updated contacts in Freshworks CRM — Sending messages in Mattermost
New contacts in Freshworks CRM — Users in Mattermost
New form responses in Formstack — Users in Mattermost — variant 2
New meetings in ciscoWebex — Sending messages in Mattermost
New tasks in Freshworks CRM — Tasks in Freshworks CRM — variant 2
chargebee cancellations — a Freshworks CRM note, an email and a Mattermost alert
On a webhook call from payPal — Sending messages in Mattermost
WooCommerce orders — noted in Freshworks CRM, subscribed in Mailchimp, flagged in Mattermost
New messages in Mattermost — Tasks in Freshworks CRM
Found: orders in Bizon365 — Sending messages in Mattermost
Deleted contacts in Mailchimp — Sending messages in Mattermost
A booked meeting — a CRM task and a reminder
Urgent messages from Telegram — into Mattermost and Zendesk
From Mattermost through Freshworks CRM — the answer back to Mattermost
Incident alerts — to everyone, everywhere at once
Chat messages with keywords into CRM tasks
New CRM contacts — enrichment and alert
A monthly digest of open tasks from Freshworks CRM to Mattermost
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
A task and an alert on every deal move in your CRM
Automatic bug triage: priority, ticket, team alert
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in Mattermost
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 Mattermost
Incident response by playbook: Freshworks CRM, PagerDuty, Mattermost
New-lead handling: CRM entry, team alert and reminder
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
Monitoring your sites' certificate expiry
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
A morning briefing of today's tasks in your chat
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Site status alerts with a screenshot — to your messenger
High-value lead alerts — to chat, sheet and calendar
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Customer escalations found automatically and routed to the team
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