STEP 1
Connect Freshworks CRM and SyncroMSP
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 SyncroMSP Integration
Keep Freshworks CRM and SyncroMSP in sync by integrating their events and actions. When crm events happen in Freshworks CRM, update the SyncroMSP automatically - without any line of code in visual workflow builder.
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Learn about Freshworks CRM and SyncroMSP
Detailed info you need to know about Freshworks CRM and SyncroMSP 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 SyncroMSP
Set up your Freshworks CRM and SyncroMSP integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Freshworks CRM and SyncroMSP 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 SyncroMSP. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Freshworks CRM and SyncroMSP work in WEXTL?
WEXTL exposes actions and triggers for Freshworks CRM and SyncroMSP 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 triggersSyncroMSP 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.
SyncroMSP modules
- Adds a Comment to a TicketPerforms the a Comment to a Ticket operation.
- Adds a Line Item to an EstimatePerforms the a Line Item to an Estimate operation.
- Adds a Line Item to an Invoice SchedulePerforms the a Line Item to an Invoice Schedule operation.
- Adds a Product to a Purchase OrderPerforms the a Product to a Purchase Order operation.
- Adds Product Serials to a Line ItemPerforms the product Serials to a Line Item operation.
- Attach a File to a TicketAttaches a file to a ticket.
- Charges a Ticket TimerPerforms the a Ticket Timer operation.
- Convert Estimate To InvoiceConverts estimate to invoice.
- Create a ContactCreates a contact.
- Create a ContractCreates a contract.
- Create a CustomerCreates a customer.
- Create a LeadCreates a lead.
- Create a New Line ItemCreates a new line item.
- Create a PaymentCreates a payment.
- Create a ProductCreates a product.
- Create a Product ImageCreates a product image.
- Create a Product SerialCreates a product serial.
- Create a Product SKUCreates a product sku.
- Create a Purchase OrderCreates a purchase order.
- Create a TicketCreates a ticket.
- Create a Ticket Line ItemCreates a ticket line item.
- Create a Ticket Timer for a TicketCreates a ticket timer for a ticket.
- Create a Ticket Timer That Starts RunningCreates a ticket timer that starts running.
- Create a VendorCreates a vendor.
- Create an AppointmentCreates an appointment.
- Create an AssetCreates an asset.
- Create an EstimateCreates an estimate.
- Create an InvoiceCreates an invoice.
- Create an Invoice ScheduleCreates an invoice schedule.
- Create an RMM AlertCreates an rmm alert.
- Delete a ContactDeletes a contact.
- Delete a Contract by IDDeletes a contract by id.
- Delete a Customer by IDDeletes a customer by id.
- Delete a Line ItemDeletes a line item.
- Delete a Product ImageDeletes a product image.
- Delete a Product SKU by IDDeletes a product sku by id.
- Delete a Schedule by IDDeletes a schedule by id.
- Delete a Ticket AttachmentDeletes a ticket attachment.
- Delete a Ticket by IDDeletes a ticket by id.
- Delete a Ticket Line ItemDeletes a ticket line item.
- Delete a Ticket TimerDeletes a ticket timer.
- Delete an a Line Item of an Invoice by IDDeletes an a line item of an invoice by id.
- Delete an Appointment by IDDeletes an appointment by id.
- Delete an Estimate by IDDeletes an estimate by id.
- Delete an Invoice by IDDeletes an invoice by id.
- Deletes/Clears an RMM Alert by IDPerforms the an RMM Alert by ID operation.
- Get a List of Assets for a Specific ContactReturns a list of assets for a specific contact.
- Get a List of Product SKUsReturns a list of product skus.
- Get a Paginated Flat List of Comments Across Multiple TicketsReturns a paginated flat list of comments across multiple tickets.
- Get a Paginated List of AppointmentsReturns a paginated list of appointments.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Freshworks CRM and SyncroMSP 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 SyncroMSP.
Connect your Freshworks CRM and SyncroMSP 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 "Adds a Comment to a Ticket" in SyncroMSP. Freshworks CRM has 3 triggers (including Watch Contacts, Watch Deals, and Watch Tasks); SyncroMSP has 133 actions (including Adds a Comment to a Ticket, Adds a Line Item to an Estimate, and Adds a Line Item to an Invoice Schedule). 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-SyncroMSP 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 SyncroMSP) 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 + SyncroMSP 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 SyncroMSP integration.
- Freshworks CRM and SyncroMSP integration source code, module specs and credentials implementation.
- Our Freshworks CRM and SyncroMSP integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Freshworks CRM and SyncroMSP — 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
- SyncroMSP integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library