ConvertKit and Freshworks CRM integration

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

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How to connect ConvertKit 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.

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

Step 2: Add and configure ConvertKit and Freshworks CRM nodes

You can find ConvertKit 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 ConvertKit and Freshworks CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

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

Step 3: Connect ConvertKit and Freshworks CRM

A connection establishes a link between ConvertKit 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.

ConvertKit and Freshworks CRM integration: Connect ConvertKit and Freshworks CRM

Step 4: Customize and extend your ConvertKit 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 ConvertKit and Freshworks CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

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

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

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ConvertKit 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.

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

Build your own ConvertKit and Freshworks CRM integration

Create custom ConvertKit 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.

ConvertKit supported actions

Custom Field
Form
Sequence
Tag
Tag Subscriber

Create

Create a field

Delete

Delete a field

Get Many

Get many fields

Update

Update a field

Add Subscriber

Add a subscriber

Get Many

Get many forms

Get Subscriptions

List subscriptions to a form including subscriber data

Add Subscriber

Add a subscriber

Get Many

Get many sequences

Get Subscriptions

Get all subscriptions to a sequence including subscriber data

Create

Create a tag

Get Many

Get many tags

Add

Add a tag to a subscriber

Get Many

List subscriptions to a tag including subscriber data

Delete

Delete a tag from a subscriber

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

ConvertKit and Freshworks CRM integration details

ConvertKit is a marketing platform for creators, allowing them to grow their audience by offering landing pages and forms creation, email marketing, and much more. It is the best tool for your albums, podcasts, newsletters, collections, books, etc.

ConvertKit node docs + examples

ConvertKit credential docs

See ConvertKit integrations

Related categories

Marketing

Sales

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

Other integrations with ConvertKit