What actions can I run in Freshworks CRM?

131 actions are available, including "Filtered Search Contacts", "Get Account", and "Get Appointment", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Freshworks CRM Integrations

Sales CRM for contacts, accounts, deals, tasks, and appointments — search records, update the pipeline, and watch new contacts and deals. Wire Freshworks CRM into AI-driven workflows so CRM busywork stops being manual.

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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.

When to use Freshworks CRM

Common scenarios where Freshworks CRM automation saves time and reduces manual work.

React to "Watch Contacts" in Freshworks CRM in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get Account" in Freshworks CRM from any upstream event — map fields once and let the automation handle the rest.
Layer "Watch Tasks" from Freshworks CRM with filters, transforms, and AI steps to build automations that match your exact business logic.

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". Use them to start workflows the moment Freshworks CRM events fire — no polling required.

Freshworks CRM Integrations

When to use Freshworks CRM

Frequently asked questions

Freshworks CRM Integrations

When to use Freshworks CRM

Connect Freshworks CRM to any app in workflows

Frequently asked questions

Connect Freshworks CRM to any app in workflows

Connect Freshworks CRM to any app in workflows

Connect Freshworks CRM to any app in workflows

Freshworks CRM Integrations

Freshworks CRM triggers and actions

When to use Freshworks CRM

Frequently asked questions

What triggers does Freshworks CRM support?

What actions can I run in Freshworks CRM?

Do I need to write code to automate this?

Is the integration secure?

Freshworks CRM Integrations

Freshworks CRM triggers and actions

When to use Freshworks CRM

Connect Freshworks CRM to any app in workflows

Frequently asked questions

What triggers does Freshworks CRM support?

What actions can I run in Freshworks CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Freshworks CRM to any app in workflows

Connect Freshworks CRM to any app in workflows

Connect Freshworks CRM to any app in workflows