STEP 1
Connect Freshworks CRM and Simla
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 Simla Integration
Keep Freshworks CRM and Simla in sync by integrating their events and actions. When crm events happen in Freshworks CRM, update the Simla automatically - without any line of code in visual workflow builder.
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Learn about Freshworks CRM and Simla
Detailed info you need to know about Freshworks CRM and Simla 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 Simla
Set up your Freshworks CRM and Simla integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Freshworks CRM and Simla 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 Simla. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Freshworks CRM and Simla work in WEXTL?
WEXTL exposes actions and triggers for Freshworks CRM and Simla 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 triggersSimla 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.
Simla modules
- Calculate DeliveryCalculates delivery time and cost based on the provided parameters.
- Check PaymentChecks a payment's status or details.
- Combine CustomersCombines customer records into one comprehensive record.
- Combine OrdersCombines multiple orders into a single one.
- Create a Corporate CustomerCreates a corporate customer in the system.
- Create a Corporate Customer NoteCreates a note for a corporate customer in the system.
- Create a CostCreates a new cost entry in the system.
- Create a Custom FieldCreates a custom field within a specific module or application.
- Create a CustomerCreates a customer in the system.
- Create a ShipmentCreates a shipment in the specified service.
- Create a TaskCreates a new task.
- Create an InvoiceCreates an invoice for a customer or a specific order.
- Create an OrderCreates an order in the system.
- Delete a Corporate Customer NoteDeletes a note associated with a corporate customer.
- Delete a Cost by IDDeletes a specific cost entry identified by its ID.
- Delete a FileDeletes a file from the service.
- Delete CostsDeletes multiple cost entries from the system in a single batch operation.
- Download a FileDownloads a file from the specified location.
- Edit a FileEdits a file in the system with the given changes.
- Edit a ShipmentUpdates the details of an existing shipment.
- Edit CostUpdates the cost details for an item or service.
- Get a CostRetrieves the cost information for a specific item or service.
- Get a Custom FieldRetrieves a custom field from the service.
- Get a CustomerRetrieves information about a customer using their ID.
- Get a FileRetrieves a file from the service.
- Get a ShipmentRetrieves details of a specific shipment.
- Get a TaskRetrieves information about a specific task.
- Get a UserRetrieves a user from the service.
- Get an InvoiceRetrieves an invoice by its unique ID.
- Get Corporate Customer HistoryRetrieves the history of a corporate customer.
- Get Customer HistoryRetrieves the history of a customer including past purchases and interactions.
- Get Order HistoryRetrieves the order history for a given customer or account.
- Get Order StatusesRetrieves order statuses from the service.
- Get Task HistoryRetrieves the history of a specific task.
- Import an InvoiceImports an invoice into a specific system or application.
- Make an API CallMakes an arbitrary API call.
- Search Corporate Customer NotesSearches for notes related to corporate customers.
- Search Corporate CustomersRetrieves data on corporate customers from the service.
- Search CostsRetrieves costs based on specified criteria.
- Search Custom FieldsRetrieves data about custom fields based on specified criteria.
- Search CustomersRetrieves a list of customers matching the specified criteria.
- Search FilesRetrieves data from the service to find one or more files based on specified criteria.
- Search OrdersRetrieves orders from the service and allows retrieving one or more results.
- Search ShipmentsRetrieves shipment data from the service and allows retrieving one or more results.
- Search TasksSearches for tasks based on specified criteria.
- Search User GroupsSearches for user groups.
- Search UsersRetrieves user data from the service and allows retrieving one or more results.
- Update a Custom FieldUpdates a custom field with new data.
- Update a CustomerUpdates a customer's information in the system.
- Update a TaskUpdates a task with new information or changes.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Freshworks CRM and Simla 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 Simla.
Connect your Freshworks CRM and Simla 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 "Calculate Delivery" in Simla. Freshworks CRM has 3 triggers (including Watch Contacts, Watch Deals, and Watch Tasks); Simla has 59 actions (including Calculate Delivery, Check Payment, and Combine Customers). 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-Simla 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 Simla) 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 + Simla 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 Simla integration.
- Freshworks CRM and Simla integration source code, module specs and credentials implementation.
- Our Freshworks CRM and Simla integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Freshworks CRM and Simla — 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
- Simla integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library