Integrate Freshworks CRM

Provide your users with in-app integration with Freshworks CRM

Freshworks CRM connector

Freshworks CRM

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

Freshworks CRM Connector Methods

Leads

Feature Description Type
Delete Lead Delete a Lead. Action
List Lead Filters Get a List of All Lead Filters. Action
Create Lead Create a New Lead. Action
List All Leads by View ID Get a List of All Leads by View ID. Action
Update Lead Update a Lead. Action
Get Lead Get a Lead. Action

Contacts

Feature Description Type
Create Contact Create a New Contact. Action
List Contact Filters Get a List of All Contact Filters. Action
Get Contact Get a Contact. Action
Update Contact Update a Contact. Action
Delete Contact Delete a Contact. Action
List All Contacts by View ID Get a List of All Contacts by View ID. Action

Accounts

Feature Description Type
Get Account Get an Account. Action
List All Accounts by View ID Get a List of All Accounts by View ID (retrieve View ID from Account Filters). Action
List Account Filters Get a List of All Account Filters. Action
Delete Account Delete an Account. Action
Create Account Create an Account. Action
Update Account Update an Account. Action

Appointments

Feature Description Type
List Appointments Get a list of filtered appointments i.e get your past and upcoming appointments. Action
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