Freshworks CRM and Wekan integration

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

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

Step 2: Add and configure Freshworks CRM and Wekan nodes

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

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

Step 3: Connect Freshworks CRM and Wekan

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

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

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

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

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

Build your own Freshworks CRM and Wekan integration

Create custom Freshworks CRM and Wekan 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

Wekan supported actions

Create

Create a new board

Delete

Delete a board

Get

Get the data of a board

Get Many

Get many user boards

Create

Create a new card

Delete

Delete a card

Get

Get a card

Get Many

Get many cards

Update

Update a card

Create

Create a comment on a card

Delete

Delete a comment from a card

Get

Get a card comment

Get Many

Get many card comments

Create

Create a new checklist

Delete

Delete a checklist

Get

Get the data of a checklist

Get Many

Returns many checklists for the card

Delete

Delete a checklist item

Get

Get a checklist item

Update

Update a checklist item

Create

Create a new list

Delete

Delete a list

Get

Get the data of a list

Get Many

Get many board lists

Freshworks CRM and Wekan 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

WeKan is an open source, free software collaborative kanban board with an MIT license. It is an unmatched tool for keeping things organized. They give you a visual representation of where your project is at the moment.

Wekan node docs + examples

Wekan credential docs

See Wekan integrations

Related categories

Productivity

Other integrations with Freshworks CRM