Freshworks CRM connector icon

Freshworks CRM Integrations

Freshworks CRM is an AI-powered platform that enables businesses to get and keep Customers-for-life.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Freshworks CRM connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Freshworks CRM, so you can provide in-app Freshworks CRM integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Freshworks CRM Integrations

Quickly create integrations between your SaaS application and Freshworks CRM with Cyclr's low code integration builder. Publish your Freshworks CRM integration into your application using Cyclr's white label embedded integration marketplace.

Sales

  • Add new landing page form submissions to CRM as leads
  • Create new CRM entries when new contracts have been signed by leads

ORCHESTRATION

How Freshworks CRM works with Cyclr

Cyclr sits between your SaaS product and Freshworks CRM to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Freshworks CRM

    Freshworks CRM processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Freshworks CRM methods you can orchestrate through Cyclr.

Deals6

List Deal Filters

Action

Lists all deal filters.

Create Deal

Action

Create a new deal.

List Updated Deals by View ID

Action

List the deals for the specified view ID created or updated since last run.

List Deals by View ID

Action

List the deals for the specified view ID.

Get Deal

Action

Get the specified deal.

List Deal Fields

Action

List the fields along with the groups that they belong to.

Appointments4

Create Appointment

Action

Create an appointment.

Get Appointment

Action

Get an appointment by ID.

Update Appointment

Action

Update an appointment.

List Appointments

Action

Get a list of filtered appointments i.e get your past and upcoming appointments.

Call Logs1

Create Manual Call Log

Action

Create a manual call log and associate it with an existing lead.

Accounts10

Update Account

Action

Update an Account.

List All Accounts by View ID

Action

Get a List of All Accounts by View ID (retrieve View ID from Account Filters).

Get Account

Action

Get an Account.

List Account Filters

Action

Get a List of All Account Filters.

Filtered Search for Accounts by Date Range

Action

You can use filtered search to find records that are an exact match to the search query within the given date range.

List Updated Accounts by View ID

Action

Get a List of All Accounts by View ID created and updated since last run.

Delete Account

Action

Delete an Account.

Create Account

Action

Create an Account.

Filtered Search for Accounts

Action

You can use filtered search to find records that are an exact match to the search query.

List Account Fields

Action

List the fields along with the groups that they belong to.

Contacts13

List All Contacts

Action

Get a List of All Contacts

Filtered Search for Contacts by Date Range

Action

You can use filtered search to find records that are an exact match to the search query within the given date range.

List Contact Filters

Action

Get a List of All Contact Filters.

List Updated Contacts

Action

Get a List of All Contacts Created or Updated since last run.

Create Contact

Action

Create a New Contact.

List All Contacts by View ID

Action

Get a List of All Contacts by View ID.

Update Contact

Action

Update a Contact.

Get Contact

Action

Get a Contact.

List Updated Contacts by View ID

Action

Get a List of All Contacts Created or Updated since last run - filtered by View ID.

Bulk Upsert Contacts

Action

Create or update contacts in bulk.

Delete Contact

Action

Delete a Contact.

Filtered Search for Contacts

Action

You can use filtered search to find records that are an exact match to the search query.

List Contact Fields

Action

List the fields along with the groups that they belong to.

Leads9

Get Lead

Action

Get a Lead.

Filtered Search for Leads by Date Range

Action

You can use filtered search to find records that are an exact match to the search query within the given date range.

List All Leads by View ID

Action

Get a List of All Leads by View ID.

Bulk Upsert Leads

Action

Create or update leads in bulk.

Update Lead

Action

Update a Lead.

Filtered Search for Leads

Action

You can use filtered search to find records that are an exact match to the search query.

List Lead Filters

Action

Get a List of All Lead Filters.

Delete Lead

Action

Delete a Lead.

Create Lead

Action

Create a New Lead.

TECHNICAL DETAILS

Freshworks CRM integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Freshworks CRM integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Freshworks CRM Connector Documentation

Read more →Resource

CRM Integrations you should be using

Read more →Resource

What is iPaaS?

Read more →

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