STEP 1
Connect Dolibarr 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.
Dolibarr and Freshworks CRM Integration
Keep Dolibarr and Freshworks CRM in sync by integrating their events and actions. When crm events happen in Dolibarr, update the Freshworks CRM automatically - without any line of code in visual workflow builder.
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Learn about Dolibarr and Freshworks CRM
Detailed info you need to know about Dolibarr and Freshworks CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
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 Dolibarr to Freshworks CRM
Set up your Dolibarr and Freshworks CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Dolibarr 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 Dolibarr and Freshworks CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Dolibarr and Freshworks CRM work in WEXTL?
WEXTL exposes actions and triggers for Dolibarr 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.
Dolibarr triggersFreshworks CRM actions
Dolibarr modules
- Close a ProposalCloses a proposal in the system.
- Close a ShipmentCloses a shipment in the system.
- Close an OrderCloses an order in the system.
- Create a ContactCreates a new contact in the service.
- Create a ProposalCreates a proposal for a client or project.
- Create a ShipmentCreates a new shipment in the system.
- Create a Third PartyCreates a third party in the system.
- Create a UserCreates a new user in the system.
- Create OrderCreates an order in the system.
- Create Order LinesCreates order lines in a specified order.
- Delete a ContactDeletes a contact from the service.
- Delete a ThirdpartyDeletes a third party from the system.
- Delete an OrderDeletes an order.
- Download a DocumentDownloads a document from the service.
- Get a ContactRetrieves a contact from the service using the specified identifier.
- Get a ProductRetrieves a single product's details.
- Get a Third PartyRetrieves information about a specific third party.
- Get DocumentsReturns the list of documents for a dedicated element from its ID or reference.
- Get Order LinesRetrieves order lines for a specified order.
- List ContactsRetrieves a list of contacts from the service.
- List GroupsLists user groups.
- List Groups of a UserRetrieves a list of a user's groups.
- List OrdersRetrieves a list of orders from the service.
- List ProductsRetrieves a list of products from an account.
- List ProposalsRetrieves a list of proposals from the system.
- List ShipmentsRetrieves a list of shipments from the service.
- List ThirdpartiesRetrieves a list of third-party entities.
- List UsersRetrieves a list of users from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact by ID.
- Update a ProposalUpdates a proposal with new information or changes specific to the proposal.
- Update a ShipmentUpdates a shipment with the provided details.
- Update a Third PartyUpdates a third party by ID.
- Update a UserUpdates a user with new information.
- Update OrderUpdates an order based on provided details.
- Upload a DocumentUploads a document to the storage service.
- Validate a ProposalValidates a proposal to ensure it meets all required criteria and standards.
- Validate a ShipmentValidates a shipment to ensure its details are correct and complete.
- Validate an OrderValidates an order to ensure all details are correct before processing.
- Watch ContactsTriggers when a new contact has been added or updated.
- Watch OrdersTriggers when a new order is added or updated.
- Watch ProposalsTriggers when a new proposal is added or updated.
- Watch ShipmentsTriggers when a new shipment is created or updated.
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 Dolibarr 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 Dolibarr and Freshworks CRM.
Connect your Dolibarr 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 Dolibarr's "Watch Contacts" fires, WEXTL can "Add Contacts to List" in Freshworks CRM. Dolibarr has 4 triggers (including Watch Contacts, Watch Orders, and Watch Proposals); 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. Dolibarr-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 Dolibarr (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 Dolibarr + 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 Dolibarr and Freshworks CRM integration.
- Dolibarr and Freshworks CRM integration source code, module specs and credentials implementation.
- Our Dolibarr and Freshworks CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Dolibarr 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.
- Dolibarr integration information
- Freshworks CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library