Whenever a new deal is made in Freshworks CRM, automatically send a template from Cheerio.
How This Automation Works
Freshworks CRM
Choose the Target App – Freshworks CRM. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Deal ‘ as the trigger event. Connect to your Freshworks CRM account to capture data whenever a new deal is created.
Cheerio
Choose the Target App – Cheerio. This is the destination point of automation. According to our use-case scenario, we need to select ‘ Send Template ‘ as the target event. Connect to your Cheerio account from which you want to send a template for a trigger that occurs in Freshworks CRM.
What You Get
✓
Zero manual data entry — every new Freshworks CRM record reaches Cheerio automatically within seconds
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No missed leads — automation fires 24/7 without relying on manual exports or scheduled jobs
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Consistent data quality — field mapping prevents malformed records and errors in Cheerio
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Deploys in under 5 minutes — no code, no engineering ticket, no waiting for a sprint
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