Freshworks CRM, filled from your chatson your own deal stages
Paste your account address and API key, and every customer who messages you, every order and every booking lands in Freshworks CRM — kept up to date as things change.
Connect Freshworks CRMThe short answer
Chatmizer creates and updates Freshworks CRM contacts from your chat customers, tagged “Chatmizer”; turns orders and chat orders into deals with their amount on your own deal stages, using your won and lost stages; and adds each booking as an appointment on the contact. It finds existing contacts by email or mobile and never deletes anything in Freshworks CRM.
What it does
Contacts, tagged Chatmizer
Name, email and mobile. Existing contacts are matched by email or mobile, so nobody is added twice.
Deals on your stages
Chatmizer reads your deal stages when you connect and uses your own won and lost stages for delivered and cancelled orders.
Bookings as appointments
Each booking is an appointment on the contact, with time, place and notes.
Address and key, nothing else
Connect with your Freshworks CRM address and API key. The key is stored encrypted.
How it works
- 1
A new customer messages you and becomes a Freshworks CRM contact.
- 2
They order or book in the chat: a deal or an appointment appears on that contact.
- 3
Delivered or cancelled, the deal moves to your won or lost stage.
What businesses use it for
Online stores on Freshworks
Chat orders become deals with their amount, so your sales numbers include WhatsApp and Instagram.
Online storesClinic appointments
Bookings taken in the chat appear as appointments on the patient's contact.
ClinicsOrders from the chat
Orders your AI agent takes in the chat reach Freshworks CRM on their own.
Order-taking chatbot
Set it up in three steps
- 1
Copy your Freshworks CRM address from the browser bar — like your-company.myfreshworks.com.
- 2
Tap your profile picture → Settings → API settings, and copy your API key.
- 3
In Chatmizer open Integrations → Freshworks CRM → Connect, paste both and press Connect. Then switch on what to sync.
Questions people ask
I renamed my deal stages. What do I do?
Connect again once, so Chatmizer reads the new list of stages.
Which addresses work?
Freshworks CRM addresses ending in .myfreshworks.com or .freshsales.io.
Do my chat messages appear in Freshworks CRM?
No. Contacts, deals and appointments sync; the conversations stay in Chatmizer's inbox.
Does anything sync back, or get deleted?
No. The sync goes one way, from Chatmizer to Freshworks CRM, and Chatmizer never deletes anything there.
Connect it once and let every chat keep it up to date.