Does the Freshworks CRM agent actually execute work?

Yes. Unlike copilots that only suggest, this agent performs the actions in Freshworks CRM and your other apps, such as updating records or sending emails.

How is this different from native Freshworks CRM AI?

Native AI often suggests text or provides insights within the app. Our agent executes multi-step tasks across Freshworks CRM and 1,500+ other apps.

Is this better than Zapier for Freshworks CRM tasks?

Zapier requires you to build rigid, step-by-step logic. With DoMyWork, you describe the task in plain English and the agent handles the execution.

Can the agent monitor my Freshworks CRM account?

Yes. You can set up agents on autopilot to watch for new leads or deal changes and act on them the moment they occur, 24/7.

Is my Freshworks CRM data safe?

We prioritise security. The agent only accesses the data required to complete the tasks you assign and does not store your credentials permanently.

Can I connect Freshworks CRM to other apps?

Absolutely. The agent is designed to work across Freshworks CRM, Gmail, Slack, Google Sheets, and 1,500+ other tools to complete end-to-end tasks.

AI Agent for Freshworks CRM

Qualify, enrich, and progress your sales opportunities automatically. DoMyWork AI agents work with Freshworks CRM and 1,500+ apps to turn your pipeline into closed deals.

Find leads in the last week with no contact and draft follow-ups

Enrich these new contacts with company size and industry data

Identify deals that have been stagnant for over 30 days

Summarise the last 5 emails from this lead and update the deal

Move closed-won deals to the billing spreadsheet

Check if these leads exist in our support tickets

Agent for

Freshworks CRM (Freshsales Suite)

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Get every contact, deal, and follow-up working for you

Qualify new leads, enrich their details, follow up instantly, and update your CRM records.

12 follow-up drafts created

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Freshworks CRM, see who hasn't been contacted, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Find deals that have quietly stopped moving

"Review my open deals in Freshworks CRM, flag any that haven't had an activity update in 20 days, and list them by deal value."

Send Message

Prepare for my meetings today

"Look at my calendar for today, find the associated contacts in Freshworks CRM, and summarise their last 3 interactions."

Send Message

Clean up my contact list

"Find contacts in Freshworks CRM with missing phone numbers and search their company websites to fill them in."

Send Message

Draft responses to urgent inquiries

"Find the latest unread emails from high-value prospects in Gmail and draft replies based on the deal context in Freshworks CRM."

Send Message

Got a different task in mind? Describe it

Send Message

Identify duplicate records across the database

"Scan Freshworks CRM for contact records with the same email address and generate a report of duplicates to merge."

Send Message

Verify data consistency in your CRM

"Check if all closed-won deals in Freshworks CRM have a corresponding invoice date in my accounting app."

Send Message

Summarise monthly performance metrics

"Pull the deal data from Freshworks CRM for this month and build a summary report in Google Sheets."

Send Message

Standardise company names in CRM

"Review the company field in Freshworks CRM and fix common naming variations or typos."

Send Message

Audit lead source attribution

"Find leads in Freshworks CRM that are missing a lead source and try to infer it from their initial inquiry email."

Send Message

Got a different task in mind? Describe it

Send Message

Flag accounts at risk of churn

"Find accounts in Freshworks CRM that haven't logged in for 30 days and check their last 3 support tickets."

Send Message

Prepare account health reviews

"Gather usage data and support history for my top 10 accounts and draft a brief health status update for each."

Send Message

Update renewal dates in bulk

"Check the contracts in my folder and update the renewal dates for the matching accounts in Freshworks CRM."

Send Message

Notify team of account milestones

"Find accounts reaching their 1-year mark this month and draft a congratulatory email for the account manager."

Send Message

Consolidate feedback from multiple channels

"Collect recent feedback from Slack and email for my accounts and add it as a note in their Freshworks CRM record."

Send Message

Got a different task in mind? Describe it

Send Message

Escalate urgent tickets to sales

"Check new tickets for keywords like 'billing' or 'upgrade' and flag them in Freshworks CRM for the account owner."

Send Message

Create tickets from CRM notes

"Find recent meeting notes in Freshworks CRM that mention technical issues and create a ticket for each."

Send Message

Update ticket status from CRM changes

"If a deal is marked closed-won in Freshworks CRM, close any open support tickets for that account."

Send Message

Draft technical responses

"Find unassigned tickets and draft replies based on existing knowledge base articles."

Send Message

Categorise feedback for product team

"Review recent support tickets and group them by feature request to update the product roadmap."

Send Message

Got a different task in mind? Describe it

Send Message

Get a snapshot of the sales pipeline

"Summarise the total value of deals in the 'Negotiation' stage in Freshworks CRM."

Send Message

Review recent high-value wins

"Find the deals closed this week in Freshworks CRM and draft a summary of the key wins."

Send Message

Check in on key accounts

"Summarise the recent activity for my top 3 strategic accounts in Freshworks CRM."

Send Message

Identify bottlenecks in the funnel

"Analyse the time deals spend in each stage of Freshworks CRM and flag where they stall."

Send Message

Draft investor updates

"Collect the key sales metrics from Freshworks CRM and draft a brief update for our investors."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Freshworks CRM (Freshsales Suite) AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Freshworks CRM (Freshsales Suite) AI Agent

🛸 Autopilot

Act on sales leads the moment they arrive — with agents on autopilot

The agents work across your apps 24/7.

They catch new leads, enrich their data, and route them to the right rep before the trail goes cold.

Setting up an autopilot is too easy

New lead is created in Freshworks CRM

Describe...

1. Qualify new leads instantly

WhenNew lead is created in Freshworks CRM

Then

Research the lead's company, score them against our ICP, and post a summary to Slack.

Put on Autopilot

2. Send personalised first touches

WhenNew deal is created in Freshworks CRM

Then

Draft a tailored email based on the deal industry and save it as a draft in Gmail.

Put on Autopilot

3. Follow up on stale conversations

WhenEvery Monday at 09:00 AM

Then

Find leads with no contact in 7 days and send a polite check-in email.

Put on Autopilot

4. Flag high-value opportunities

WhenNew deal is created in Freshworks CRM

Then

If deal value > $50k, alert the sales manager in Slack immediately.

Put on Autopilot

5. Log meeting outcomes

WhenNew invitee is scheduled in Calendly

Then

Find the contact in Freshworks CRM and log the meeting details.

Put on Autopilot

1. Validate new contact data

WhenNew contact is created in Freshworks CRM

Then

Check the email domain against a verification service and update the contact record.

Put on Autopilot

2. Sync closed deals to finance

WhenDeal stage is updated in Freshworks CRM

Then

If stage is 'Closed Won', add the deal details to the finance spreadsheet.

Put on Autopilot

3. Report on weekly pipeline

WhenEvery Friday at 05:00 PM

Then

Summarise total pipeline value and post to the team Slack channel.

Put on Autopilot

4. Standardise CRM entries

WhenNew record is created in Freshworks CRM

Then

Format the phone number and address fields for consistency.

Put on Autopilot

5. Detect data entry errors

WhenNew deal is created in Freshworks CRM

Then

Check if the deal owner is assigned and flag if missing.

Put on Autopilot

1. Welcome new customers

WhenDeal stage is updated in Freshworks CRM

Then

If stage is 'Closed Won', send a welcome email and create a project in Asana.

Put on Autopilot

2. Monitor account health scores

WhenEvery day at 08:00 AM

Then

Check for accounts with low usage and flag them in Freshworks CRM.

Put on Autopilot

3. Escalate churn risks

WhenContact record is updated in Freshworks CRM

Then

If sentiment is negative, alert the CS manager in Slack.

Put on Autopilot

4. Update account notes

WhenNew email is received in Gmail

Then

If from a key account, save the email body as a note in Freshworks CRM.

Put on Autopilot

5. Schedule quarterly reviews

WhenEvery month on the 1st

Then

Find accounts due for a review and draft an email to the account manager.

Put on Autopilot

1. Triage urgent tickets

WhenNew ticket is created in Zendesk

Then

Check if the user is a high-value customer in Freshworks CRM and flag as urgent.

Put on Autopilot

2. Update ticket status

WhenDeal stage is updated in Freshworks CRM

Then

If deal is 'Closed Lost', mark all related tickets as resolved.

Put on Autopilot

3. Log support issues in CRM

WhenNew ticket is created in Zendesk

Then

Add a summary of the issue to the contact's Freshworks CRM record.

Put on Autopilot

4. Notify sales of upsell opportunities

WhenNew ticket is created in Zendesk

Then

If the ticket mentions 'upgrade', alert the assigned sales rep.

Put on Autopilot

5. Summarise weekly support trends

WhenEvery Monday at 09:00 AM

Then

Summarise tickets from last week and post to the product Slack channel.

Put on Autopilot

1. Daily sales digest

WhenEvery day at 09:00 AM

Then

Summarise new deals and total pipeline value from Freshworks CRM.

Put on Autopilot

2. Track founder-led deals

WhenNew deal is created in Freshworks CRM

Then

If deal owner is 'Founder', post a notification to Slack.

Put on Autopilot

3. Monitor key account activity

WhenContact record is updated in Freshworks CRM

Then

If contact is a 'VIP', summarise the update and email it to me.

Put on Autopilot

4. Detect pipeline stalls

WhenEvery Monday at 09:00 AM

Then

List any deals that haven't moved in 30 days.

Put on Autopilot

5. Celebrate big wins

WhenDeal stage is updated in Freshworks CRM

Then

If deal value > $100k, post a celebratory message in the team Slack.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Freshworks CRM (Freshsales Suite)

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Work Email *

Company *

AI AgentExecute agent from playbook

2. Enrich and Score Lead

Agent

Enrich {{Lead Name}} at {{Company}} with size, industry. Score against ICP and write a one-line reason.

Complete in a clickSend data to 1500+ apps

3. Add to Freshworks CRM

Create LeadinFreshworks CRM

4. Notify in Slack

Send MessageinSlack

Lead Qualification Playbook

Qualifies and routes new leads in one click.

Clone This Playbook

Deal Handover Playbook

Moves deals to the next stage and notifies the team.

Clone This Playbook

Meeting Prep Playbook

Summarises CRM context before a call.

Clone This Playbook

Competitor Analysis Playbook

Compares deals against competitor data.

Clone This Playbook

Follow-up Sequence Playbook

Creates a multi-step follow-up plan.

Clone This Playbook

Data Audit Playbook

Checks for missing CRM fields.

Clone This Playbook

Pipeline Cleanup Playbook

Archives old, dead deals.

Clone This Playbook

Duplicate Merge Playbook

Merges duplicate contacts.

Clone This Playbook

Forecast Report Playbook

Generates a sales forecast.

Clone This Playbook

Lead Source Attribution Playbook

Fixes missing lead sources.

Clone This Playbook

Churn Risk Playbook

Assesses account health.

Clone This Playbook

Onboarding Check Playbook

Tracks onboarding progress.

Clone This Playbook

Feedback Loop Playbook

Requests customer feedback.

Clone This Playbook

Renewal Prep Playbook

Prepares renewal docs.

Clone This Playbook

Milestone Celebration Playbook

Tracks account anniversaries.

Clone This Playbook

Ticket Triage Playbook

Prioritises support tickets.

Clone This Playbook

Escalation Playbook

Escalates issues to sales.

Clone This Playbook

Knowledge Base Playbook

Creates help articles.

Clone This Playbook

Customer Sentiment Playbook

Tracks sentiment trends.

Clone This Playbook

Feature Request Playbook

Logs feature requests.

Clone This Playbook

Pipeline Review Playbook

Summarises sales pipeline.

Clone This Playbook

Win Analysis Playbook

Analyses recent wins.

Clone This Playbook

Investor Update Playbook

Prepares investor reports.

Clone This Playbook

Market Research Playbook

Researches new markets.

Clone This Playbook

Strategy Review Playbook

Evaluates sales strategy.

Clone This Playbook

1500+ App Integrations

Connect Freshworks CRM (Freshsales Suite) + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New lead is created in Freshworks CRM

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead details

Research and score

Update CRM record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Freshworks CRM (Freshsales Suite)

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Freshworks CRM (Freshsales Suite) AI Agent

It is an autonomous agent that connects to your Freshworks CRM account to execute tasks like lead enrichment, deal updates, and email drafting without manual input.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Freshworks CRM

Get every contact, deal, and follow-up working for you

Catch up on every lead from last week that nobody followed up on

Find deals that have quietly stopped moving

Prepare for my meetings today

Clean up my contact list

Draft responses to urgent inquiries

Got a different task in mind? Describe it

Identify duplicate records across the database

Verify data consistency in your CRM

Summarise monthly performance metrics

Standardise company names in CRM

Audit lead source attribution

Got a different task in mind? Describe it

Flag accounts at risk of churn

Prepare account health reviews

Update renewal dates in bulk

Notify team of account milestones

Consolidate feedback from multiple channels

Got a different task in mind? Describe it

Escalate urgent tickets to sales

Create tickets from CRM notes

Update ticket status from CRM changes

Draft technical responses

Categorise feedback for product team

Got a different task in mind? Describe it

Get a snapshot of the sales pipeline

Review recent high-value wins

Check in on key accounts

Identify bottlenecks in the funnel

Draft investor updates

Got a different task in mind? Describe it

How Does a Freshworks CRM (Freshsales Suite) AI Agent Work

Act on sales leads the moment they arrive — with agents on autopilot

1. Qualify new leads instantly

2. Send personalised first touches

3. Follow up on stale conversations

4. Flag high-value opportunities

5. Log meeting outcomes

1. Validate new contact data

2. Sync closed deals to finance

3. Report on weekly pipeline

4. Standardise CRM entries

5. Detect data entry errors

1. Welcome new customers

2. Monitor account health scores

3. Escalate churn risks

4. Update account notes

5. Schedule quarterly reviews

1. Triage urgent tickets

2. Update ticket status

3. Log support issues in CRM

4. Notify sales of upsell opportunities

5. Summarise weekly support trends

1. Daily sales digest

2. Track founder-led deals

3. Monitor key account activity

4. Detect pipeline stalls

5. Celebrate big wins

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Deal Handover Playbook

Meeting Prep Playbook

Competitor Analysis Playbook

Follow-up Sequence Playbook

Data Audit Playbook

Pipeline Cleanup Playbook

Duplicate Merge Playbook

Forecast Report Playbook

Lead Source Attribution Playbook

Churn Risk Playbook

Onboarding Check Playbook

Feedback Loop Playbook

Renewal Prep Playbook

Milestone Celebration Playbook

Ticket Triage Playbook

Escalation Playbook

Knowledge Base Playbook

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Freshworks CRM (Freshsales Suite) AI Agent