Freshworks customer success integration
Bring your Freshworks accounts into CSHUBB and give your customer success team a clear view of health, risk and renewals.
Native connectors are on the Growth plan. No credit card for the trial.
What flows in, and what stays put
Flows into CSHUBB
- Accounts from your Freshsales Automation, created or updated in CSHUBB
- Account details your automation sends, so both records agree
- New accounts appear without a manual import
Good to know
- Native CRM connectors are on the Growth plan
- Any other tool can send data through webhooks, for example Zapier, Make or n8n
- Your CRM stays the place your sales team works. CSHUBB works alongside Freshworks
Three steps, no developer
You connect Freshworks to CSHUBB from inside the product. CSHUBB prepares the URL and the token, and you paste them into your CRM's own automation.
Click Connect
In CSHUBB, open Integrations and click Connect next to Freshworks. CSHUBB generates the endpoint URL and token for you.
Paste into Freshsales Automation
Paste the URL into a Freshsales Automation that runs when an account is created or updated.
Watch accounts appear
New accounts are created and existing ones are updated. Setup takes under 2 minutes, and you need no API key.
The point is what happens next
Health and risk
Accounts arriving from Freshworks are scored and monitored, so risk shows up as an alert rather than a surprise.
Renewals in view
Renewals and risk sit in one view for your team, next to the playbooks that tell them what to do.
Aruvi and playbooks
Ask Aruvi about any synced account, or start a playbook when health slips.
Freshworks integration FAQ
Which plan includes the Freshworks connector?
Native CRM connectors, including Freshworks, are on the Growth plan. Starter can use webhooks.
Do I need an API key or a developer?
No. CSHUBB creates the URL and token. You paste them into a Freshsales Automation. Setup takes under 2 minutes.
Does this work with Freshdesk as well?
The native connector is for Freshworks CRM accounts. Other tools, Freshdesk included, can send data through webhooks.
Does CSHUBB replace Freshworks?
No. Freshworks stays your CRM. CSHUBB adds customer success tracking beside it.
More ways in
Prefer to start from a file, or send data from another tool? Here is where to go next.
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