Requirements
Before you set up the credential, make sure you have an active Freshworks CRM account and an API access token from your account settings ready.[3]
Get your Freshworks CRM credentials
Connect Freshworks CRM in WEXTL
- Log in to your WEXTL account, add the Freshworks CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Freshworks CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Freshworks CRM node modules
The list below is a reference of every Freshworks CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Freshworks CRM node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch ContactsTrigger
Watch DealsTrigger
Watch TasksTrigger
Filtered Search ContactsSearch
Get AppointmentSearch
Get Custom RecordSearch
Get Job StatusSearch
Get Related ProductsSearch
Get Sales ActivitySearch
List Account FieldsSearch
List Account ViewsSearch
List AccountsSearch
List AppointmentsSearch
List Business TypesSearch
List CampaignsSearch
List Contact ActivitiesSearch
List Contact FieldsSearch
List Contact StatusesSearch
List Contact ViewsSearch
List ContactsSearch
List Contacts in ListSearch
List CurrenciesSearch
List Custom FieldsSearch
List Custom ModulesSearch
List Custom RecordsSearch
List Deal FieldsSearch
List Deal Payment StatusesSearch
List Deal PipelinesSearch
List Deal ProductsSearch
List Deal ReasonsSearch
List Deal StagesSearch
List Deal TypesSearch
List Deal ViewsSearch
List DealsSearch
List DesignationsSearch
List Files and LinksSearch
List Industry TypesSearch
List Lead SourcesSearch
List Lifecycle StagesSearch
List ListsSearch
List Outcomes for Activity TypeSearch
List OwnersSearch
List Pipeline StagesSearch
List Sales ActivitiesSearch
List Sales Activity Entity TypesSearch
List Sales Activity FieldsSearch
List Sales Activity OutcomesSearch
List Sales Activity TypesSearch
List TasksSearch
List TerritoriesSearch
Lookup RecordSearch
Search RecordsSearch
Add Contacts to ListAction
Bulk Assign Contact OwnerAction
Bulk Assign Document OwnerAction
Bulk Assign Product OwnerAction
Bulk Delete AccountsAction
Bulk Delete ContactsAction
Bulk Delete Custom RecordsAction
Bulk Delete DealsAction
Bulk Delete DocumentsAction
Bulk Delete ProductsAction
Bulk Restore DocumentsAction
Bulk Restore ProductsAction
Bulk Update DocumentsAction
Bulk Update ProductsAction
Bulk Upsert AccountsAction
Bulk Upsert ContactsAction
Bulk Upsert DealsAction
Clone AccountAction
Clone ContactAction
Clone Custom RecordAction
Clone DealAction
Create AccountAction
Input fields[3]
| Field | Type |
|---|---|
Sales AccountRequired | object |
NameRequired | text |
| Address | text |
| City | text |
| State | text |
| Zipcode | text |
| Country | text |
| Industry Type Id | number |
| Business Type Id | number |
| Number Of Employees | number |
| Annual Revenue | number |
Output fields[3]
| Field | Type |
|---|---|
| Sales Account | object |
| Id | number |
| Name | text |
| Address | text |
| City | text |
| State | text |
| Zipcode | text |
| Country | text |
| Number Of Employees | number |
| Annual Revenue | number |
| Website | text |
Create AppointmentAction
Create ContactAction
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | object |
| First Name | text |
| Last Name | text |
| text | |
| Work Number | text |
| Mobile Number | text |
| Job Title | text |
| Address | text |
| City | text |
| State | text |
| Zipcode | text |
Output fields[3]
| Field | Type |
|---|---|
| Contact | object |
| Id | number |
| First Name | text |
| Last Name | text |
| Display Name | text |
| Avatar | text |
| Job Title | text |
| City | text |
| State | text |
| Zipcode | text |
| Country | text |
Create Custom FieldAction
Create Custom ModuleAction
Create Custom RecordAction
Create DealAction
Input fields[3]
| Field | Type |
|---|---|
DealRequired | object |
NameRequired | text |
AmountRequired | number |
Sales Account IdRequired | choice |
| Currency Id | choice |
| Deal Pipeline Id | choice |
| Deal Stage Id | text |
| Deal Type Id | number |
| Deal Reason Id | number |
| Owner Id | choice |
| Expected Close | date |
Output fields[3]
| Field | Type |
|---|---|
| Deal | object |
| Id | number |
| Name | text |
| Amount | text |
| Base Currency Amount | text |
| Expected Close | date |
| Closed Date | date |
| Stage Updated Time | date |
| Custom Field | text |
| Probability | number |
| Updated At | date |
Create DocumentAction
Create FileAction
Create LinkAction
Create Sales ActivityAction
Delete Custom RecordAction
Delete Sales ActivityAction
Forget AccountAction
Forget Custom RecordAction
Log Phone CallAction
Make an API Calluniversal
Move Contacts Between ListsAction
Remove Contacts from ListAction
Update AccountAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | choice |
| Sales Account | object |
| Name | text |
| Address | text |
| City | text |
| State | text |
| Zipcode | text |
| Country | text |
| Industry Type Id | number |
| Business Type Id | number |
| Number Of Employees | number |
| Annual Revenue | number |
Output fields[3]
| Field | Type |
|---|---|
| Sales Account | object |
| Id | number |
| Name | text |
| Address | text |
| City | text |
| State | text |
| Zipcode | text |
| Country | text |
| Number Of Employees | number |
| Annual Revenue | number |
| Website | text |
Update Account TeamAction
Update AppointmentAction
Update ContactAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | choice |
| Contact | object |
| First Name | text |
| Last Name | text |
| text | |
| Work Number | text |
| Mobile Number | text |
| Job Title | text |
| Address | text |
| City | text |
| State | text |
| Zipcode | text |
Output fields[3]
| Field | Type |
|---|---|
| Contact | object |
| Id | number |
| First Name | text |
| Last Name | text |
| Display Name | text |
| Avatar | text |
| Job Title | text |
| City | text |
| State | text |
| Zipcode | text |
| Country | text |
Update Contact TeamAction
Update Custom ModuleAction
Update Custom RecordAction
Update DealAction
Input fields[3]
| Field | Type |
|---|---|
IdRequired | choice |
| Deal | object |
| Name | text |
| Amount | number |
| Sales Account Id | choice |
| Currency Id | choice |
| Deal Pipeline Id | choice |
| Deal Stage Id | text |
| Deal Type Id | number |
| Deal Reason Id | number |
| Owner Id | choice |
| Expected Close | date |
| Products | array |
Output fields[3]
| Field | Type |
|---|---|
| Deal | object |
| Id | number |
| Name | text |
| Amount | text |
| Base Currency Amount | text |
| Expected Close | date |
| Closed Date | date |
| Stage Updated Time | date |
| Custom Field | text |
| Probability | number |
| Updated At | date |
Update Deal TeamAction
Update DocumentAction
Update ListAction
Update ProductAction
Update Sales ActivityAction
Update TaskAction
Upsert AccountAction
Upsert ContactAction
Templates
Look for Freshworks CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Agile CRM[2]Manage contacts, companies, and deals in Agile CRM.
- Breakcold CRMLightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
References
- WEXTL® Freshworks CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Freshworks CRM.
- WEXTL® visual workflow builder data.
Last updated: Aug 28, 2026 21:54