STEP 1
Connect Freshworks CRM and Rise 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 Rise CRM Integration
Connect Freshworks CRM and Rise 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.
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Learn about Freshworks CRM and Rise CRM
Detailed info you need to know about Freshworks CRM and Rise 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 Rise CRM
Set up your Freshworks CRM and Rise 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 Rise 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 Rise 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 Rise CRM work in WEXTL?
WEXTL exposes actions and triggers for Freshworks CRM and Rise 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 triggersRise 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.
Rise CRM modules
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the specified service.
- Create a ProjectCreates a new project in the system.
- Create a TicketCreates a new ticket in the system.
- Create an InvoiceCreates an invoice with specified details.
- Delete a ClientDeletes a client from the service.
- Delete a LeadDeletes a lead from the system.
- Delete a ProjectDeletes a project from the system.
- Delete a TicketDeletes a ticket from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a ClientRetrieves a client by ID.
- Get a LeadRetrieves a lead from the system.
- Get a ProjectRetrieves a project using the specified identifiers.
- Get a TicketRetrieves a ticket from the service.
- Get an InvoiceRetrieves an invoice from the service.
- List ClientsLists all clients in the system.
- List InvoicesRetrieves a list of all invoices.
- List LeadsLists all leads.
- List ProjectsLists all projects.
- List TicketsLists all tickets.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a LeadUpdates a lead in the system.
- Update a ProjectUpdates a project with the provided details.
- Update a TicketUpdates a ticket with new information.
- Update an InvoiceUpdates an invoice with new or modified information.
- Watch New ClientsTriggers when a new client is created.
- Watch New LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TicketsTriggers when a new ticket is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Freshworks CRM and Rise 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 Rise CRM.
Connect your Freshworks CRM and Rise 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 "Create a Client" in Rise CRM. Freshworks CRM has 3 triggers (including Watch Contacts, Watch Deals, and Watch Tasks); Rise CRM has 25 actions (including Create a Client, Create a Lead, and Create a Project). 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-Rise 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 Rise 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 + Rise 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 Rise CRM integration.
- Freshworks CRM and Rise CRM integration source code, module specs and credentials implementation.
- Our Freshworks CRM and Rise CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Freshworks CRM and Rise 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
- Rise CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library