Cody and Freshworks CRM integration

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

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How to connect Cody and Freshworks CRM

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.

Build your own Cody and Freshworks CRM integration

Create custom Cody 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.

Supported API Endpoints for Cody

To set up Cody integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Cody to query the data you need using the API endpoint URLs you provide.

See the example here

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Cody official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Freshworks CRM supported actions

Cody and Freshworks CRM integration details

Cody

Cody is an intelligent AI assistant similar to ChatGPT, but with the unique advantage of being customizable to your business, team, processes, and clients through your own knowledge base.

Using generic authentication

See Cody integrations

Related categories

Productivity

Freshworks CRM

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