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Freshworks CRMSalesforce

Freshworks CRM and Salesforce integration

Save yourself the work of writing custom integrations for Freshworks CRM and Salesforce 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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Freshworks CRM
Salesforce

How to connect Freshworks CRM and Salesforce

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 Salesforce integration: Create a new workflow and add the first step

Build your own Freshworks CRM and Salesforce integration

Create custom Freshworks CRM and Salesforce 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

Salesforce supported actions

Freshworks CRM and Salesforce integration details

Freshworks CRM

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

MarketingSales
Salesforce

Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Salesforce node docs + examples

Salesforce credential docs

See Salesforce integrations

Related categories

SalesCommunication

Other integrations with Freshworks CRM

Freshworks CRMTelegramFreshworks CRMMySQLFreshworks CRMSlackFreshworks CRMBaserow

Other integrations with Salesforce

SalesforceGoogle SheetsSalesforceSlackSalesforcePostgresSalesforceKafka

Automate lead management

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Supercharge your CRM

Need a more powerful integration with your CRM? n8n lets you go beyond standard integrations offered by popular CRMs!

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Freshworks CRM and Salesforce integration tutorials

How to easily automate your Salesforce data import

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

FAQs

FAQ

Can Freshworks CRM connect with Salesforce?

Can I use Freshworks CRM’s API with n8n?

Can I use Salesforce’s API with n8n?

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