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Freshworks CRM#

Freshworks CRM is a cloud-based customer relationship management (CRM) solution that helps businesses manage their interactions with existing and potential customers.


You can find authentication information for this node here.

Basic operations#

  • Account
    • Create an account
    • Delete an account
    • Retrieve an account
    • Retrieve all accounts
    • Update an account
  • Appointment
    • Create an appointment
    • Delete an appointment
    • Retrieve an appointment
    • Retrieve all appointments
    • Update an appointment
  • Contact
    • Create a contact
    • Delete a contact
    • Retrieve a contact
    • Retrieve all contacts
    • Update a contact
  • Deal
    • Create a deal
    • Delete a deal
    • Retrieve a deal
    • Retrieve all deals
    • Update a deal
  • Note
    • Create a note
    • Delete a note
    • Update a note
  • Sales Activity
    • Retrieve a sales activity
    • Retrieve all sales activities
  • Task
    • Create a task
    • Delete a task
    • Retrieve a task
    • Retrieve all tasks
    • Update a task

Example usage#

This workflow allows you to fetch all Contacts in Freshworks CRM that you have yet to contact. This example usage workflow would use the following two nodes:

The final workflow should look like the following image.

A workflow with the Freshworks CRM node

1. Start node#

The start node exists by default when you create a new workflow.

2. Freshworks CRM node#

  1. First enter your credentials for the Freshworks CRM node. You can find out how to do that here.
  2. Select Contact from the Resource dropdown.
  3. Select Get All from the Operation dropdown.
  4. Select Never Contacted from the View dropdown.
  5. Click on Execute Node to run the workflow.

The Freshworks CRM node