Integrate Freshworks CRM with Pinecone using AI Agents

Appy Pie Automate allows you to automate multiple workflows between Freshworks CRM and Pinecone

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About Pinecone

The Pinecone vector database makes it easy to build high-performance vector search applications. Developer-friendly, fully managed, and easily scalable without infrastructure hassles.

Pinecone Integrations
Connect Freshworks CRM + Pinecone in easier way

It's easy to connect Freshworks CRM + Pinecone without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Collection

    Trigger when a new collection is create.

  • New Index

    This operation returns a list of your Pinecone indexes.

  • Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Collection

    This operation creates a Pinecone collection.

  • Create Index

    This operation creates a Pinecone index. You can use it to specify the measure of similarity, the dimension of vectors to be stored in the index, the numbers of replicas to use, and more.

  • Delete Vectors

    The Delete operation deletes vectors, by id, from a single namespace. You can delete items by their id, from a single namespace.

  • Fetch Vectors

    The Fetch operation looks up and returns vectors, by ID, from a single namespace. The returned vectors include the vector data and/or metadata.

  • Query IDs

    The Query operation searches a namespace, using a query vector. It retrieves the ids of the most similar items in a namespace, along with their similarity scores.

  • Update Vector

    The Update operation updates vector in a namespace. If a value is included, it will overwrite the previous value. If a set_metadata is included, the values of the fields specified in it will be added or overwrite the previous value.

  • Upsert Vector

    The Upsert operation writes vectors into a namespace. If a new value is upserted for an existing vector id, it will overwrite the previous value.

How Freshworks CRM & Pinecone Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pinecone as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshworks CRM to Pinecone.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 12:07 am
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