STEP 1
Connect Freshworks CRM and Lasso CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Freshworks CRM and Lasso CRM Integration
Connect Freshworks CRM and Lasso CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Freshworks CRM and Lasso CRM
Detailed info you need to know about Freshworks CRM and Lasso 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. [5]
How to connect Freshworks CRM to Lasso CRM
Set up your Freshworks CRM and Lasso CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Freshworks CRM and Lasso 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 Freshworks CRM and Lasso CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Freshworks CRM and Lasso CRM work in WEXTL?
WEXTL exposes actions and triggers for Freshworks CRM and Lasso 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.
Freshworks CRM triggersLasso CRM actions
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.
Lasso CRM modules
- Add a PhoneAdds a phone number to a registrant.
- Add an AddressAdds an address to a registrant.
- Add an EmailAdds an email to a registrant.
- Create a History EntryAdds a registrant history entry.
- Create a NoteAdds a note to a registrant.
- Create a Plan TypeCreates a new plan type.
- Create a Pricing RevisionCreates a pricing revision in the system.
- Create a RegistrantCreates a new registrant.
- Create a RelationshipCreates a registrant relationship.
- Create an AppointmentCreates a new appointment.
- Create an InventoryCreates a new inventory record in the system.
- Create Question AnswersSubmits answers to questions.
- Delete a NoteDeletes a registrant note.
- Delete a PhoneDeletes a registrant phone number.
- Delete a RelationshipDeletes a registrant relationship from the system.
- Delete an AddressDeletes a registrant address.
- Delete an AppointmentDeletes an appointment from the schedule.
- Delete an EmailDeletes a registrant's email from the system.
- Delete an InventoryDeletes an inventory entry from the system.
- Get a History EntryRetrieves a history entry.
- Get a Plan TypeRetrieves a plan type from the service.
- Get a RegistrantRetrieves extended registrant details.
- Get an AppointmentRetrieves appointment details.
- Get an InventoryRetrieves a single inventory.
- Get Assigned Sales RepsRetrieves assigned sales reps.
- Get Contact InformationRetrieves registrant contact information.
- Get Inventory DatesRetrieves inventory dates from the system.
- Get Inventory PlansRetrieves plans for an inventory.
- Get Inventory PricingRetrieves inventory pricing.
- Get Inventory PurchasersRetrieves a list of inventory purchasers.
- Get Opted StatusRetrieves the email opted status for a specific email address.
- Get Project SettingsRetrieves project settings information.
- List AppointmentsRetrieves registrant appointments.
- List InventoriesRetrieves all inventories.
- List Plan TypesRetrieves all inventory plan types.
- List Pricing RevisionsRetrieves pricing revisions for inventory.
- List Project AppointmentsRetrieves project appointments.
- List RegistrantsRetrieves registrants for a project.
- Make an API CallPerforms an arbitrary authorized API call.
- Reset an InventoryResets inventory items and deletes associated data.
- Search InventoriesSearches inventories by strata lot and inventory number.
- Search RegistrantsSearches registrants by multiple criteria.
- Send an Appointment EmailSends an appointment email confirmation.
- Sync InventorySynchronizes inventory data between systems or applications.
- Track Website ActivityTracks registrant website activity.
- Update a Follow-Up ProcessUpdates the registrant follow-up process for a specified event or user.
- Update a History EntryUpdates a history entry in the service with the provided details.
- Update a PhoneUpdates a registrant's phone number.
- Update a Plan TypeUpdates a plan type for a specific user or account.
- Update a Question AnswerUpdates a question answer with new information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Freshworks CRM and Lasso 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 Freshworks CRM and Lasso CRM.
Connect your Freshworks CRM and Lasso 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 Freshworks CRM's "Watch Contacts" fires, WEXTL can "Add a Phone" in Lasso CRM. Freshworks CRM has 3 triggers (including Watch Contacts, Watch Deals, and Watch Tasks); Lasso CRM has 66 actions (including Add a Phone, Add an Address, and Add an Email). 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. Freshworks CRM-to-Lasso 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 Freshworks CRM (or Lasso 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 Freshworks CRM + Lasso 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 Freshworks CRM and Lasso CRM integration.
- Freshworks CRM and Lasso CRM integration source code, module specs and credentials implementation.
- Our Freshworks CRM and Lasso CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Freshworks CRM and Lasso 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.
- Freshworks CRM integration information
- Lasso CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library