Freshservice and Freshworks CRM integration

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

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

Step 2: Add and configure Freshservice and Freshworks CRM nodes

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

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

Step 3: Connect Freshservice and Freshworks CRM

A connection establishes a link between Freshservice 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.

Freshservice and Freshworks CRM integration: Connect Freshservice and Freshworks CRM

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

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

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

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

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

Build your own Freshservice and Freshworks CRM integration

Create custom Freshservice 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.

Freshservice supported actions

Create

Create an agent

Delete

Delete an agent

Get

Retrieve an agent

Get Many

Retrieve many agents

Update

Update an agent

Create

Create an agent group

Delete

Delete an agent group

Get

Retrieve an agent group

Get Many

Retrieve many agent groups

Update

Update an agent group

Get

Retrieve an agent role

Get Many

Retrieve many agent roles

Create

Create an announcement

Delete

Delete an announcement

Get

Retrieve an announcement

Get Many

Retrieve many announcements

Update

Update an announcement

Create

Create an asset type

Delete

Delete an asset type

Get

Retrieve an asset type

Get Many

Retrieve many asset types

Update

Update an asset type

Create

Create a change

Delete

Delete a change

Get

Retrieve a change

Get Many

Retrieve many changes

Update

Update a change

Create

Create a department

Delete

Delete a department

Get

Retrieve a department

Get Many

Retrieve many departments

Update

Update a department

Create

Create a location

Delete

Delete a location

Get

Retrieve a location

Get Many

Retrieve many locations

Update

Update a location

Create

Create a problem

Delete

Delete a problem

Get

Retrieve a problem

Get Many

Retrieve many problems

Update

Update a problem

Create

Create a product

Delete

Delete a product

Get

Retrieve a product

Get Many

Retrieve many products

Update

Update a product

Create

Create a release

Delete

Delete a release

Get

Retrieve a release

Get Many

Retrieve many releases

Update

Update a release

Create

Create a requester

Delete

Delete a requester

Get

Retrieve a requester

Get Many

Retrieve many requesters

Update

Update a requester

Create

Create a requester group

Delete

Delete a requester group

Get

Retrieve a requester group

Get Many

Retrieve many requester groups

Update

Update a requester group

Create

Create a software application

Delete

Delete a software application

Get

Retrieve a software application

Get Many

Retrieve many software applications

Update

Update a software application

Create

Create a ticket

Delete

Delete a ticket

Get

Retrieve a ticket

Get Many

Retrieve many tickets

Update

Update a ticket

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

Freshservice and Freshworks CRM integration details

Freshservice is a cloud-based IT Help Desk and service management tool that helps businesses in their IT operations. A knowledge-base, self-service portal, and ticketing system are features included in the solution.

Freshservice node docs + examples

Freshservice credential docs

See Freshservice integrations

Related categories

Productivity

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 Freshservice