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integrationAutomizy node
integrationFreshworks CRM node

Automizy and Freshworks CRM integration

Save yourself the work of writing custom integrations for Automizy and Freshworks CRM and use n8n instead. Build adaptable and scalable Communication, Marketing, and Sales workflows that work with your technology stack. All within a building experience you will love.

How to connect Automizy and Freshworks CRM

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Automizy and Freshworks CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Automizy and Freshworks CRM nodes

You can find Automizy and Freshworks CRM in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Automizy and Freshworks CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Automizy and Freshworks CRM integration: Add and configure Automizy and Freshworks CRM nodes

Step 3: Connect Automizy and Freshworks CRM

A connection establishes a link between Automizy and Freshworks CRM (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Automizy and Freshworks CRM integration: Connect Automizy and Freshworks CRM

Step 4: Customize and extend your Automizy and Freshworks CRM integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Automizy and Freshworks CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Automizy and Freshworks CRM integration: Customize and extend your Automizy and Freshworks CRM integration

Step 5: Test and activate your Automizy and Freshworks CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Automizy to Freshworks CRM or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Automizy and Freshworks CRM integration: Test and activate your Automizy and Freshworks CRM workflow

Build your own Automizy and Freshworks CRM integration

Create custom Automizy and Freshworks CRM 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.

Automizy supported actions

Create
Create a contact
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create a list
Delete
Delete a list
Get
Get a list
Get Many
Get many lists
Update
Update a list

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

FAQs

  • Can Automizy connect with Freshworks CRM?

  • Can I use Automizy’s API with n8n?

  • Can I use Freshworks CRM’s API with n8n?

  • Is n8n secure for integrating Automizy and Freshworks CRM?

  • How to get started with Automizy and Freshworks CRM integration in n8n.io?

Looking to integrate Automizy and Freshworks CRM in your company?

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Why use n8n to integrate Automizy with Freshworks CRM

Build complex workflows, really fast

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.

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