Whenever a new deal is added in Freshworks CRM, it automatically sends a template from Interakt.
How This Automation Works
Freshworks CRM
Choose the Trigger 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 from which you want to capture a new deal.
Interakt
Choose the Target App – Interakt. This is the destination point of automation. According to our use-case scenario, we must select ‘ Send Template ‘ as the target event. Connect to your Interakt account where you want to send a template for the trigger in Freshworks CRM.
What You Get
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Zero manual data entry — every new Freshworks CRM record reaches Interakt 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 Interakt
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Deploys in under 5 minutes — no code, no engineering ticket, no waiting for a sprint
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