Freshworks CRM and Microsoft Excel 365 integration

n8n lets you integrate Freshworks CRM with Microsoft Excel 365 to build powerful workflows. Design automation that extracts, transforms and loads data between your apps and services. You can choose from thousands of ready-made apps or use our universal HTTP connector to sync apps not yet in our library.

Integrate Freshworks CRM and Microsoft Excel 365

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Build your own Freshworks CRM and Microsoft Excel 365 integration

Create custom Freshworks CRM and Microsoft Excel 365 workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

How to connect Freshworks CRM and Microsoft Excel 365

Step 1: Add the first step
Step 2: Add Freshworks CRM and Microsoft Excel 365 nodes
Step 3: Connect Freshworks CRM and Microsoft Excel 365
Step 4: Run workflow

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Freshworks CRM supported actions

Create

Create an account

Delete

Delete an account

Get

Retrieve an account

Get Many

Retrieve many accounts

Update

Update an account

Create

Create an appointment

Delete

Delete an appointment

Get

Retrieve an appointment

Get Many

Retrieve many appointments

Update

Update an appointment

Create

Create a contact

Delete

Delete a contact

Get

Retrieve a contact

Get Many

Retrieve many contacts

Update

Update a contact

Create

Create a deal

Delete

Delete a deal

Get

Retrieve a deal

Get Many

Retrieve many deals

Update

Update a deal

Create

Create a note

Delete

Delete a note

Update

Update a note

Get

Retrieve a sales activity

Get Many

Retrieve many sales activities

Query

Search for records by entering search queries of your choice

Lookup

Search for the name or email address of records

Create

Create a task

Delete

Delete a task

Get

Retrieve a task

Get Many

Retrieve many tasks

Update

Update a task

Microsoft Excel 365 supported actions

Table
Workbook
Sheet

Append

Add rows to the end of the table

Convert to Range

Convert a table to a range

Create

Add a table based on range

Delete

Delete a table

Get Columns

Retrieve a list of table columns

Get Rows

Retrieve a list of table rows

Lookup

Look for rows that match a given value in a column

Add Sheet

Add a new sheet to the workbook

Delete

Delete workbook

Get Many

Get workbooks

Append

Append data to sheet

Append or Update

Append a new row or update the current one if it already exists (upsert)

Clear

Clear sheet

Delete

Delete sheet

Get Many

Get a list of sheets

Get Rows

Retrieve a list of sheet rows

Update

Update rows of a sheet or sheet range

Freshworks CRM and Microsoft Excel 365 integration details

Freshsales is a powerful CRM (Customer Relationships Management) system that helps you personalize engagement and shorten your sales cycle. It is an award-winning software used by thousands of businesses. As a comprehensive solution, it reduces IT complexity & cost, and offers a complete view of your customers.

Freshworks CRM node docs + examples

Freshworks CRM credential docs

See Freshworks CRM integrations

Related categories

Marketing

Sales

Microsoft Excel is the most famous spreadsheet tool in the world. It is developed by Microsoft as part of their Office Suite. It is widely used by individuals, professionals, developers, and companies for many uses in statistics, accounting, data analysis, etc.

Microsoft Excel 365 node docs + examples

Microsoft Excel 365 credential docs

See Microsoft Excel 365 integrations

Related categories

Data & Storage

Productivity

Looking to integrate Freshworks CRM and Microsoft Excel 365 in your company?

Why use n8n to integrate Freshworks CRM with Microsoft Excel 365

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

Implement complex processes faster with n8n

Get started

Freshworks CRM and Microsoft Excel 365 integration

Build your own Freshworks CRM and Microsoft Excel 365 integration

How to connect Freshworks CRM and Microsoft Excel 365

Step 1: Add the first step

Step 2: Add Freshworks CRM and Microsoft Excel 365 nodes

Step 3: Connect Freshworks CRM and Microsoft Excel 365

Step 4: Run workflow

Over 3000 companies switch to n8n every single week

Freshworks CRM supported actions

Microsoft Excel 365 supported actions

Freshworks CRM and Microsoft Excel 365 integration details

Why use n8n to integrate Freshworks CRM with Microsoft Excel 365

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

Reuse your work