Freshworks CRM and Helcim integration

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

Get Started See n8n in action

How to connect Freshworks CRM and Helcim

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 Freshworks CRM and Helcim integration

Create custom Freshworks CRM and Helcim 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.

Freshworks CRM supported actions

Supported API Endpoints for Helcim

To set up Helcim 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 Helcim 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 Helcim 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 and Helcim integration details

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

Related categories

Marketing Sales

Helcim

Helcim is a Canadian-based fintech company that provides payment processing and merchant services to businesses of all sizes. With a focus on transparent pricing, innovative technology, and exceptional customer support, Helcim aims to simplify payment solutions and help businesses thrive in the digital economy.

Using generic authentication

See Helcim integrations