Freshservice and Zoho CRM integration

Save yourself the work of writing custom integrations for Freshservice and Zoho CRM and use n8n instead. Build adaptable and scalable Productivity, Communication, 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 Zoho 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 Zoho CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Freshservice and Zoho CRM nodes

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

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

Step 3: Connect Freshservice and Zoho CRM

A connection establishes a link between Freshservice and Zoho 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 Zoho CRM integration: Connect Freshservice and Zoho CRM

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

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

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

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Freshservice to Zoho 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 Zoho CRM integration: Test and activate your Freshservice and Zoho CRM workflow

Build your own Freshservice and Zoho CRM integration

Create custom Freshservice and Zoho 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

Zoho CRM supported actions

Create

Create an account

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Update

Update an account

Create

Create a contact

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a deal

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create an invoice

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an invoice

Get

Get an invoice

Get Many

Get many invoices

Update

Update an invoice

Create

Create a lead

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Fields

Get lead fields

Get Many

Get many leads

Update

Update a lead

Create

Create a product

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a product

Get

Get a product

Get Many

Get many products

Update

Update a product

Create

Create a purchase order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a purchase order

Get

Get a purchase order

Get Many

Get many purchase orders

Update

Update a purchase order

Create

Create a quote

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a quote

Get

Get a quote

Get Many

Get many quotes

Update

Update a quote

Create

Create a sales order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a sales order

Get

Get a sales order

Get Many

Get many sales orders

Update

Update a sales order

Create

Create a vendor

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a vendor

Get

Get a vendor

Get Many

Get many vendors

Update

Update a vendor

Freshservice and Zoho 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

Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.

Zoho CRM node docs + examples

Zoho CRM credential docs

See Zoho CRM integrations

Related categories

Communication

Sales

Other integrations with Freshservice