STEP 1
Connect Endear 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.
Endear and Freshworks CRM Integration
Build crm workflows between Endear 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 Endear and Freshworks CRM
Detailed info you need to know about Endear and Freshworks CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Endear
Retail clienteling CRM for managing customer profiles, messaging, tasks, and appointment booking. [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 Endear to Freshworks CRM
Set up your Endear and Freshworks CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Endear 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 Endear and Freshworks CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Endear and Freshworks CRM work in WEXTL?
WEXTL exposes actions and triggers for Endear 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.
Endear triggersFreshworks CRM actions
Endear modules
- Assign a Task to UsersAssigns a task to users.
- Cancel an Appointment Booking EventCancels an appointment booking event.
- Create a CustomerCreates a new customer.
- Create a NoteCreates a new note.
- Create a Note CommentAdds a comment to a note.
- Create a TaskCreates a new task.
- Create an Appointment Booking EventCreates an appointment booking event.
- Delete a Note CommentDeletes a comment from a note.
- Delete a TaskDeletes a task from the system.
- Get a ConversationRetrieves details for a specific conversation.
- Get a NoteRetrieves details for a specific note.
- Get a Note CommentRetrieves details for a specific comment.
- Get a StoryRetrieves details for a specific story.
- Get a TaskRetrieves details for a specific task.
- Get a TeamRetrieves details for a specific team.
- Get a UserRetrieves details for a specific user.
- List Appointment Booking PagesRetrieves a list of appointment booking pages.
- List Appointment Booking Pages by IDsRetrieves a list of appointment booking pages by IDs.
- List Appointment CalendarsRetrieves a list of appointment calendars.
- List Appointment CalendarsLists appointment calendars by IDs.
- List Appointment EventsLists appointment events by calendar event IDs.
- List Appointment TypesLists appointment types from the service.
- List Appointment TypesRetrieves a list of appointment types by IDs.
- List ConversationsRetrieves a list of conversations.
- List CustomersRetrieves a list of customers.
- List MessagesRetrieves messages associated with a conversation.
- List Messages by IDsRetrieves messages associated with a conversation by IDs.
- List Note CommentsRetrieves comments attached to notes.
- List NotesRetrieves a list of notes.
- List StoriesRetrieves stories shared within the organization.
- List TasksRetrieves a list of tasks.
- List TeamsRetrieves a list of teams.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Request a Customer DeletionRequests the deletion of a customer from the service.
- Reschedule an Appointment Booking EventReschedules an appointment booking event.
- Unassign a Task from UsersUnassigns a task from specified users.
- Update a CustomerUpdates a customer in the system with new information.
- Update a NoteUpdates an existing note in the system.
- Update a Note CommentUpdates a comment attached to a note.
- Update a TaskUpdates a task in the service.
- Update a UserUpdates user information in a specified system or application.
- Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
- Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
- Watch Appointment TypesTriggers when appointment types are watched.
- Watch ConversationTriggers when a new conversation is created.
- Watch CustomersTriggers when a new customer is created.
- Watch MessagesTriggers when new messages are received.
- Watch Note CommentTriggers when a note comment is created.
- Watch NotesTriggers when a new note is created or an existing note is 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 Endear 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 Endear and Freshworks CRM.
Connect your Endear 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 Endear's "Watch Appointment Booking Pages" fires, WEXTL can "Add Contacts to List" in Freshworks CRM. Endear has 12 triggers (including Watch Appointment Booking Pages, Watch Appointment Calendar, and Watch Appointment Types); 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. Endear-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 Endear (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 Endear + 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 Endear and Freshworks CRM integration.
- Endear and Freshworks CRM integration source code, module specs and credentials implementation.
- Our Endear and Freshworks CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Endear 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.
- Endear integration information
- Freshworks CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library