Freshworks CRM and Microsoft Excel 365 integration

Save yourself the work of writing custom integrations for Freshworks CRM and Microsoft Excel 365 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.

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How to connect Freshworks CRM and Microsoft Excel 365

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 Microsoft Excel 365 integration

Create custom Freshworks CRM and Microsoft Excel 365 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

Microsoft Excel 365 supported actions

Freshworks CRM and Microsoft Excel 365 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

Microsoft Excel 365

Microsoft Excel is the most famous spreadsheet tool in the world. It is developed by Microsoft as part of their Office Suite. It is widely used by individuals, professionals, developers, and companies for many uses in statistics, accounting, data analysis, etc.

Microsoft Excel 365 node docs + examples

Microsoft Excel 365 credential docs

See Microsoft Excel 365 integrations