Freshworks CRM and ServiceNow automations

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

140 scenarios

New contacts in Freshworks CRM — Uploading files in ServiceNow
New records in ServiceNow — Tasks in Freshworks CRM
Updated contacts in Freshworks CRM — Users in ServiceNow
New users in ServiceNow — Contacts in Freshworks CRM
Deleted contacts in Freshworks CRM — Users in ServiceNow
Deleted contacts in Freshworks CRM — Running apis in ServiceNow
New users in ServiceNow — Accounts in Freshworks CRM
Updated deals in Freshworks CRM — Records in ServiceNow
New files in ServiceNow — Updating notes in Freshworks CRM
New users in ServiceNow — Tasks in Freshworks CRM
Tasks from one ServiceNow land on the other board
Deleted contacts in Freshworks CRM — Deleting users in ServiceNow
Updated accounts in Freshworks CRM — Records in ServiceNow
Found: files in ServiceNow — Notes in Freshworks CRM
New Freshworks CRM land in ServiceNow by themselves
New Freshworks CRM contacts — into ServiceNow audiences
New bookings in freshworksCrm — Records in ServiceNow
New records in ServiceNow — Contacts in Freshworks CRM
New form responses in Formstack — Users in ServiceNow — variant 2
Contacts from Freshworks CRM into ServiceNow audiences
New notes in Freshworks CRM — Running apis in ServiceNow
New contacts in Freshworks CRM — Records in ServiceNow
New files in ServiceNow — Tasks in Freshworks CRM
New tasks in Freshworks CRM — Running apis in ServiceNow
New tasks in Freshworks CRM — Records in ServiceNow
New contacts in Freshworks CRM — Running apis in ServiceNow
Updated accounts in Freshworks CRM — Uploading files in ServiceNow
New users in ServiceNow — Running apis in Freshworks CRM
New contacts in Autopilot — Records in ServiceNow
Found: files in ServiceNow — Updating notes in Freshworks CRM
New contacts in Freshworks CRM — Users in ServiceNow
New files in ServiceNow — Notes in Freshworks CRM
Updated records in ServiceNow — Contacts in Freshworks CRM
New form responses in JotForm — Contacts in Freshworks CRM
Found: files in ServiceNow — Contacts in Freshworks CRM
New users in ServiceNow — Updating tasks in Freshworks CRM
Updated contacts in Freshworks CRM — Updating records in ServiceNow
New records in Google Sheets — Users in ServiceNow — variant 2
New tasks in Freshworks CRM — Updating records in ServiceNow
New form responses in Formstack — Records in ServiceNow
New files in ServiceNow — Updating tasks in Freshworks CRM — variant 2
Updated contacts in Freshworks CRM — Records in ServiceNow
New attendees in eventbrite — Records in ServiceNow — variant 2
New users in ServiceNow — Deleting contacts in Freshworks CRM
Updated records in ServiceNow — Notes in Freshworks CRM
New files in ServiceNow — Contacts in Freshworks CRM — variant 2
New users in ServiceNow — Deals in Freshworks CRM
New notes in Freshworks CRM — Updating records in ServiceNow
New records in ServiceNow — Deals in Freshworks CRM
Found: files in ServiceNow — Deals in Freshworks CRM
New notes in Freshworks CRM — Records in ServiceNow
New users in ServiceNow — Updating contacts in Freshworks CRM
New users in ServiceNow — Bookings in freshworksCrm
New deals in Freshworks CRM — Records in ServiceNow
Found: incidents in ServiceNow — Tasks in Freshworks CRM
New contacts in Freshworks CRM — Updating users in ServiceNow
New records in ServiceNow — Accounts in Freshworks CRM
New deals in Freshworks CRM — Deleting records in ServiceNow
New subscribers in Mailchimp — Records in ServiceNow
Updated deals in Freshworks CRM — Updating records in ServiceNow
Updated records in ServiceNow — Updating contacts in Freshworks CRM
Found: files in ServiceNow — Updating deals in Freshworks CRM
New contacts in Freshworks CRM — Updating records in ServiceNow
New files in ServiceNow — Updating contacts in Freshworks CRM
New webinar registrants in zoom — Contacts in Freshworks CRM — variant 2
Found: customers in Get Course — Records in ServiceNow
New HubSpot contacts — enriched via hunter, saved to Freshworks CRM and ServiceNow
Move tasks from Freshworks CRM to ServiceNow
New notes in Freshworks CRM — Records in ServiceNow
WooCommerce orders — a ServiceNow record and a Freshworks CRM deal
New deals in Freshworks CRM — Records in ServiceNow
Pipedrive deals — a Freshworks CRM contact and a ServiceNow record
Incident alerts — to everyone, everywhere at once
Form submissions into a sheet and support
Gauging callers' mood and personalized texts through twilio
Data shaped to the table format — prepared automatically before writing
CRM deals into a sheet — a pipeline snapshot
All work accounts for a new hire from one form
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
Requests from ServiceNow — into Freshworks CRM tasks with a team notice
Incident response by playbook: Freshworks CRM, ServiceNow, Mattermost
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Resumes from a folder into a candidate card and a hiring task
Leads from a post's likes and comments — straight to your CRM
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
High-value lead alerts — to chat, sheet and calendar
Urgent emails from key clients, turned straight into tasks
Topic legislation tracker with tasks
Client onboarding from a single form: folder, contact, channel, 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
Meeting attendance: a log, the late list and a summary in your chat
Capture and route leads from every channel