STEP 1
Connect Clientify and Freshworks CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clientify and Freshworks CRM Integration
Build crm workflows between Clientify and Freshworks CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clientify and Freshworks CRM
Detailed info you need to know about Clientify and Freshworks CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Clientify
CRM and sales automation platform for managing contacts, deals, and customer communication. [5]
Freshworks CRM
Sales CRM for contacts, accounts, deals, tasks, and appointments — search records, update the pipeline, and watch new contacts and deals. [6]
How to connect Clientify to Freshworks CRM
Set up your Clientify and Freshworks CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Freshworks CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clientify and Freshworks CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Freshworks CRM work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Freshworks CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clientify triggersFreshworks CRM actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
Freshworks CRM modules
- Add Contacts to ListAdds contacts to a marketing list.
- Bulk Assign Contact OwnerAssigns an owner to many contacts.
- Bulk Assign Document OwnerAssigns an owner to many CPQ documents.
- Bulk Assign Product OwnerAssigns an owner to many CPQ products.
- Bulk Delete AccountsDeletes many sales accounts.
- Bulk Delete ContactsDeletes many contacts.
- Bulk Delete Custom RecordsDeletes many custom-module records.
- Bulk Delete DealsDeletes many deals.
- Bulk Delete DocumentsDeletes many CPQ documents.
- Bulk Delete ProductsDeletes many CPQ products.
- Bulk Restore DocumentsRestores many CPQ documents.
- Bulk Restore ProductsRestores many CPQ products.
- Bulk Update DocumentsUpdates many CPQ documents.
- Bulk Update ProductsUpdates many CPQ products.
- Bulk Upsert AccountsCreates or updates many sales accounts in one job.
- Bulk Upsert ContactsCreates or updates many contacts in one job.
- Bulk Upsert DealsCreates or updates many deals in one job.
- Clone AccountClones an existing sales account.
- Clone ContactClones an existing contact.
- Clone Custom RecordClones a custom-module record.
- Clone DealClones an existing deal.
- Create AccountCreates a sales account.
- Create AppointmentCreates an appointment.
- Create ContactCreates a new contact.
- Create Custom FieldCreates a field on a custom-module form.
- Create Custom ModuleCreates a custom module definition.
- Create Custom RecordCreates a record in a custom module.
- Create DealCreates a deal.
- Create DocumentCreates a CPQ document.
- Create FileUploads a file and attaches it to a record.
- Create LinkCreates a file link on a record.
- Create ListCreates a marketing list.
- Create NoteCreates a note on a record.
- Create ProductCreates a CPQ product.
- Create Sales ActivityCreates a sales activity.
- Create TaskCreates a task.
- Delete AccountDeletes a sales account.
- Delete AppointmentDeletes an appointment.
- Delete ContactDeletes a contact.
- Delete Custom ModuleDeletes a custom module definition.
- Delete Custom RecordDeletes a custom-module record.
- Delete DealDeletes a deal.
- Delete DocumentDeletes a CPQ document.
- Delete NoteDeletes a note.
- Delete ProductDeletes a CPQ product.
- Delete Sales ActivityDeletes a sales activity.
- Delete TaskDeletes a task.
- Filtered Search ContactsSearches contacts with field filters.
- Forget AccountPermanently forgets a sales account.
- Forget ContactPermanently forgets a contact.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Freshworks CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Freshworks CRM.
Connect your Clientify and Freshworks CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clientify's "Watch Contacts" fires, WEXTL can "Add Contacts to List" in Freshworks CRM. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Freshworks CRM has 131 actions (including Add Contacts to List, Bulk Assign Contact Owner, and Bulk Assign Document Owner). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clientify-to-Freshworks CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clientify (or Freshworks CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clientify + Freshworks CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clientify and Freshworks CRM integration.
- Clientify and Freshworks CRM integration source code, module specs and credentials implementation.
- Our Clientify and Freshworks CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Freshworks CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Clientify integration information
- Freshworks CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library