Freshworks CRM Integration

Sales CRM for contacts, accounts, deals, tasks, and appointments — search records, update the pipeline, and watch new contacts and deals. Connect Freshworks CRM to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Contacts and let Filtered Search Contacts or Get Account handle the next step.

Explore Documentation

Free 3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for Freshworks CRM integration

Triggers can detect changes in Freshworks CRM and run actions that can create, search or modify data inside Freshworks CRM automatically [3] — exactly how you set them.

Watch ContactsTriggers when contacts in a view change after the last poll time.
Watch DealsTriggers when deals in a view change after the last poll time.
Watch TasksTriggers when tasks change after the last poll time.
Filtered Search ContactsSearches contacts with field filters.
Get AccountReturns a single sales account.
Get AppointmentReturns a single appointment.
Get ContactReturns a single contact.
Get Custom RecordReturns a custom-module record.
Get DealReturns a single deal.
Get DocumentReturns a CPQ document.
Get Job StatusReturns the status of a bulk job.
Get ProductReturns a CPQ product.
Get Related ProductsReturns related products for a CPQ document.
Get Sales ActivityReturns a single sales activity.
Get TaskReturns a single task.
List Account FieldsRetrieves account field definitions.
List AccountsRetrieves sales accounts in a saved view.
List Account ViewsRetrieves saved account views.
List AppointmentsRetrieves appointments for a filter.
List Business TypesRetrieves business types.
List CampaignsRetrieves campaigns.
List Contact ActivitiesRetrieves activities for a contact.
List Contact FieldsRetrieves contact field definitions.
List ContactsRetrieves contacts in a saved view.
List Contacts in ListRetrieves contacts in a marketing list.
List Contact StatusesRetrieves contact statuses.
List Contact ViewsRetrieves saved contact views.
List CurrenciesRetrieves currencies.
List Custom FieldsRetrieves forms and fields for an entity type.
List Custom ModulesRetrieves custom module definitions.
List Custom RecordsRetrieves custom-module records in a view.
List Deal FieldsRetrieves deal field definitions.
List Deal Payment StatusesRetrieves deal payment statuses.
List Deal PipelinesRetrieves deal pipelines.
List Deal ProductsRetrieves deal products.
List Deal ReasonsRetrieves deal reasons.
List DealsRetrieves deals in a saved view.
List Deal StagesRetrieves deal stages for the default pipeline.
List Deal TypesRetrieves deal types.
List Deal ViewsRetrieves saved deal views.
List DesignationsRetrieves designations.
List Files and LinksRetrieves files and links for a contact.
List Industry TypesRetrieves industry types.
List Lead SourcesRetrieves lead sources.
List Lifecycle StagesRetrieves lifecycle stages.
List ListsRetrieves marketing lists.
List Outcomes for Activity TypeRetrieves outcomes for a sales-activity type.
List OwnersRetrieves users who can own records.
List Pipeline StagesRetrieves deal stages for a pipeline.
List Sales ActivitiesRetrieves sales activities.
List Sales Activity Entity TypesRetrieves sales-activity entity types.
List Sales Activity FieldsRetrieves sales-activity field definitions.
List Sales Activity OutcomesRetrieves sales-activity outcomes.
List Sales Activity TypesRetrieves sales-activity types.
List TasksRetrieves tasks for a filter.
List TerritoriesRetrieves territories.
Lookup RecordLooks up a record by field and value.
Search RecordsSearches records across entities.
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.
Forget AccountPermanently forgets a sales account.
Forget ContactPermanently forgets a contact.
Forget Custom RecordPermanently forgets a custom-module record.
Forget DealPermanently forgets a deal.
Forget DocumentPermanently forgets a CPQ document.
Log Phone CallLogs a manual phone call on a record.
Make an API CallPerforms an arbitrary authorized API call.
Move Contacts Between ListsMoves contacts from one marketing list to another.
Remove Contacts from ListRemoves contacts from a marketing list.
Restore DocumentRestores a deleted CPQ document.
Restore ProductRestores a deleted CPQ product.
Update AccountUpdates an existing sales account.
Update Account TeamUpdates team members on a sales account.
Update AppointmentUpdates an existing appointment.
Update ContactUpdates an existing contact.
Update Contact TeamUpdates team members on a contact.
Update Custom ModuleUpdates a custom module definition.
Update Custom RecordUpdates a custom-module record.
Update DealUpdates an existing deal.
Update Deal TeamUpdates team members on a deal.
Update DocumentUpdates a CPQ document.
Update ListUpdates a marketing list.
Update NoteUpdates an existing note.
Update ProductUpdates a CPQ product.
Update Sales ActivityUpdates an existing sales activity.
Update TaskUpdates an existing task.
Upsert AccountCreates or updates a sales account by unique field.
Upsert ContactCreates or updates a contact by unique field.
Upsert DealCreates or updates a deal by unique field.

How to integrate Freshworks CRM in automation workflow?

3 simple steps to make your Freshworks CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Freshworks CRM in workflow

Pick Freshworks CRM app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Freshworks CRM

When prompted, authorize access to Freshworks CRM in WEXTL once. Freshworks CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Freshworks CRM account. Approve?

STEP 3

Build a workflow

Build your workflow with Freshworks CRM yourself or with WEXTL® AI Builder. Connect Freshworks CRM to any available integrations [5], or use HTTP node to go beyond them.

Freshworks CRM

How Freshworks CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Freshworks CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Freshworks CRM supports.

Full Freshworks CRM API documentation

The following table illustrates what fields Freshworks CRM integration require during authorization flow inside our workflow builder [4].

Demonstration of Freshworks CRM connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
DomainRequired	text	Bundle alias only — no https:// and no host suffix. Example: widgetz.
API KeyRequired	password	Profile Settings → API Settings → Your API key. Sent as Authorization: Token token=….
HostRequired	select	Match the host in your CRM URL.

Connect Freshworks CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Freshworks CRM below. Click on selected app to explore integration options with Freshworks CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Freshworks CRM integration

Select Watch Contacts trigger from Freshworks CRM - this will be a starting point in your automation. Whenever event happens in Freshworks CRM, workflow will start [7] from Watch Contacts node.

Search for Update Contact Team, connect it as the next step of integration sequence. You can use filters between Watch Contacts and Update Contact Team, so only important data pass from Watch Contacts to the next step. WEXTL gives you full control over the process of Freshworks CRM automation. All parts of workflow are visible on the canvas [4].

Freshworks CRM on WEXTL has 134 modules for combining crm automations. Explore Freshworks CRM documentation for more.

Freshworks CRM

Watch Contacts

Agile CRM

Performs action

Agile CRM

Triggers

Freshworks CRM

Update Contact Team

Demonstration of how visual Freshworks CRM automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Freshworks CRM in your workflows.

Freshworks CRM has 3 triggers, including "Watch Contacts", "Watch Deals", and "Watch Tasks". Triggers are start points of the workflow, and automations may start from them.

Integration has 131 actions, including "Filtered Search Contacts", "Get Account", and "Get Appointment", and more. Refer to our Freshworks CRM Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Freshworks CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Freshworks CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Freshworks CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Freshworks CRM or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Freshworks CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Freshworks CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Freshworks CRM integration.

Freshworks CRM integration source code, module specs and credentials implementation.
Internal Freshworks CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Freshworks CRM vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Freshworks CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Freshworks CRM Integration

Supported triggers and actions for Freshworks CRM integration