Freshworks CRM and Xero integration

n8n lets you integrate Freshworks CRM with Xero to build powerful workflows. Design automation that extracts, transforms and loads data between your apps and services. You can choose from thousands of ready-made apps or use our universal HTTP connector to sync apps not yet in our library.

Integrate Freshworks CRM and Xero

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Build your own Freshworks CRM and Xero integration

Create custom Freshworks CRM and Xero 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.

How to connect Freshworks CRM and Xero

Step 1: Add the first step
Step 2: Add Freshworks CRM and Xero nodes
Step 3: Connect Freshworks CRM and Xero
Step 4: Run workflow

Over 3000 companies switch to n8n every single week

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

Xero supported actions

Contact
Invoice

Create

Create a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a invoice

Get

Get a invoice

Get Many

Get many invoices

Update

Update a invoice

Freshworks CRM and Xero 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

Xero is a powerful cloud-based accounting software product that lets small-businesses, accountants and bookkeepers manage their finances from anywhere and integrate with more than 1,000 apps. The Xero App Store makes it easy to navigate and find the right apps for your business needs.

Xero node docs + examples

Xero credential docs

See Xero integrations

Related categories

Finance & Accounting

Looking to integrate Freshworks CRM and Xero in your company?

Why use n8n to integrate Freshworks CRM with Xero

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

Implement complex processes faster with n8n

Get started

Freshworks CRM and Xero integration

Build your own Freshworks CRM and Xero integration

How to connect Freshworks CRM and Xero

Step 1: Add the first step

Step 2: Add Freshworks CRM and Xero nodes

Step 3: Connect Freshworks CRM and Xero

Step 4: Run workflow

Over 3000 companies switch to n8n every single week

Freshworks CRM supported actions

Xero supported actions

Freshworks CRM and Xero integration details

Why use n8n to integrate Freshworks CRM with Xero

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

Reuse your work