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Freshworks CRM#

Use the Freshworks CRM node to automate work in Freshworks CRM, and integrate Freshworks CRM with other applications. Ensemble has built-in support for a wide range of Freshworks CRM features, including creating, updating, deleting, and retrieve, accounts, appointments, contacts, deals, notes, sales activity and more.

On this page, you'll find a list of operations the Freshworks CRM node supports and links to more resources.

Credentials

Refer to Freshworks CRM credentials for guidance on setting up authentication.

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

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.