Freshworks CRM and Okta integration

Save yourself the work of writing custom integrations for Freshworks CRM and Okta and use n8n instead. Build adaptable and scalable Marketing, Sales, and Development 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 Okta

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.

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

Step 2: Add and configure Freshworks CRM and Okta nodes

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

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

Step 3: Connect Freshworks CRM and Okta

A connection establishes a link between Freshworks CRM and Okta (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 Okta integration: Connect Freshworks CRM and Okta

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

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

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

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

Build your own Freshworks CRM and Okta integration

Create custom Freshworks CRM and Okta 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

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

Okta supported actions

User

Create

Create a new user

Delete

Delete an existing user

Get

Get details of a user

Get Many

Get many users

Update

Update an existing user

Freshworks CRM and Okta integration details

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

Okta is an identity and access management (IAM) software solution that provides secure authentication, single sign-on (SSO), and user lifecycle management for businesses. It enables organizations to manage and secure user access to various applications and services while enhancing security and user experience.

Okta node docs + examples

Okta credential docs

See Okta integrations

Related categories

Development

Other integrations with Freshworks CRM