Freshworks CRM and YCLIENTS automations

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

117 scenarios

New deals in Freshworks CRM — Records in Yclients
New tasks in Freshworks CRM — Customers in Yclients
New records in Yclients — Deals in Freshworks CRM
New attendees in eventbrite — Records in Yclients — variant 2
New tasks in Freshworks CRM — Updating customers in Yclients
New contacts in Freshworks CRM — Updating customers in Yclients
New records in Yclients — Contacts in Freshworks CRM
New customers in Yclients — Tasks in Freshworks CRM
New tasks in Freshworks CRM — Updating records in Yclients
New customers in Yclients — Deals in Freshworks CRM
New tasks in Freshworks CRM — Running apis in Yclients
New contacts in Freshworks CRM — Records in Yclients
New deals in Freshworks CRM — Customers in Yclients
New contacts in Freshworks CRM — Running apis in Yclients
New form responses in Formstack — Records in Yclients
New records in Yclients — Accounts in Freshworks CRM
Updated deals in Freshworks CRM — Updating records in Yclients
New tasks in Freshworks CRM — Records in Yclients
Deleted contacts in Freshworks CRM — Customers in Yclients
New contacts in Freshworks CRM — Updating records in Yclients
New contacts in Autopilot — Records in Yclients
New Freshworks CRM contacts — into Yclients audiences
New bookings in freshworksCrm — Records in Yclients
Contacts from Freshworks CRM into Yclients audiences
New Freshworks CRM land in Yclients by themselves
New notes in Freshworks CRM — Updating records in Yclients
Updated deals in Freshworks CRM — Records in Yclients
Updated records in Yclients — Notes in Freshworks CRM
New deals in Freshworks CRM — Deleting records in Yclients
New contacts in Freshworks CRM — Customers in Yclients
New customers in Yclients — Updating contacts in Freshworks CRM
Tasks from one Yclients land on the other board
Updated contacts in Freshworks CRM — Updating records in Yclients
Updated accounts in Freshworks CRM — Records in Yclients
Updated contacts in Freshworks CRM — Updating customers in Yclients
Deleted contacts in Freshworks CRM — Updating customers in Yclients
New form responses in JotForm — Contacts in Freshworks CRM
New customers in Yclients — Updating notes in Freshworks CRM
New customers in Yclients — Contacts in Freshworks CRM
New records in Yclients — Tasks in Freshworks CRM
New notes in Freshworks CRM — Records in Yclients
New customers in Yclients — Notes in Freshworks CRM
Updated customers in Yclients — Contacts in Freshworks CRM
Deleted contacts in Freshworks CRM — Running apis in Yclients
Updated records in Yclients — Updating contacts in Freshworks CRM
New notes in Freshworks CRM — Running apis in Yclients
Updated contacts in Freshworks CRM — Customers in Yclients
Updated contacts in Freshworks CRM — Records in Yclients
Updated records in Yclients — Contacts in Freshworks CRM
New subscribers in Mailchimp — Records in Yclients
New notes in Freshworks CRM — Records in Yclients
Found: customers in Get Course — Records in Yclients
New webinar registrants in zoom — Contacts in Freshworks CRM — variant 2
New deals in Freshworks CRM — Records in Yclients
New customers in Yclients — Deals in Freshworks CRM
New HubSpot contacts — enriched via hunter, saved to Freshworks CRM and Yclients
Move tasks from Freshworks CRM to yclients
WooCommerce orders — a Yclients record and a Freshworks CRM deal
Pipedrive deals — a Freshworks CRM contact and a Yclients record
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
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
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
Data-load failure monitoring with tasks and alerts
Leads from a post's likes and comments — straight to your CRM
Resumes from a folder into a candidate card and a hiring task
Stuck tickets, followed up automatically
Feedback sorted by sentiment — and every complaint becomes a ticket
Topic legislation tracker with tasks
High-value lead alerts — to chat, sheet and calendar
Team-capacity tracking with over-allocation alerts
Urgent emails from key clients, turned straight into tasks
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
Client renewal reminders — ahead of time
Collect client reviews and summarize them to chat automatically
Failed-login detection with tickets and alerts
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Shipping quotes delivered right in the customer chat
CRM deals synced to a sheet, with a daily email summary
Turn security-scanner findings into tasks — no duplicates
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Incident response — ticket, alert, and report in seconds
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Content ideas from your audience's real pain points
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage