Copy.ai and Freshworks CRM integration

Save yourself the work of writing custom integrations for Copy.ai and Freshworks CRM and use n8n instead. Build adaptable and scalable AI, 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 Copy.ai 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.

Copy.ai and Freshworks CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Freshworks CRM and Copy.ai nodes (using the HTTP Request node)

You can find the Freshworks CRM node in the nodes panel and drag it onto your workflow canvas. To add the Copy.ai app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Copy.ai. Configure Copy.ai and Freshworks CRM one by one: input data on the left, parameters in the middle, and output data on the right.

Freshworks CRM and Copy.ai integration: Add and configure Freshworks CRM and Copy.ai nodes

Step 3: Connect Freshworks CRM and Copy.ai

A connection establishes a link between Freshworks CRM and Copy.ai (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.

Freshworks CRM and Copy.ai integration: Connect Freshworks CRM and Copy.ai

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

Freshworks CRM and Copy.ai integration: Customize and extend your Freshworks CRM and Copy.ai integration

Step 5: Test and activate your Copy.ai and Freshworks CRM workflow

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

Freshworks CRM and Copy.ai integration: Test and activate your Freshworks CRM and Copy.ai workflow

Build your own Copy.ai and Freshworks CRM integration

Create custom Copy.ai 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 methods for Copy.ai

Delete

Get

Head

Options

Patch

Post

Put

Requires additional credentials set up

Use n8n’s HTTP Request node with a predefined or generic credential type to make custom API calls.

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

Copy.ai and Freshworks CRM integration details

Copy.ai is an AI-powered writing tool that helps users generate high-quality content in a fraction of the time. It uses advanced language models to create persuasive copy, blog posts, social media content, and more, making it a valuable resource for businesses and marketers.

Using generic authentication

See Copy.ai integrations

Related categories

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 Freshworks CRM