Freshworks CRM Integration
Connect your Freshworks CRM (formerly Freshsales) to Wakflo and automate contact management, lead tracking, and sales workflows. Build powerful integrations that enhance your CRM processes.
Authentication
API Key & Domain
Features
2 Triggers • 3 Actions
Available Triggers & Actions
Freshworks CRM Triggers
Contact Triggers
Contact Triggers
- •New Contact: Triggered when a new contact is created in Freshworks CRM
- •Update Contact: Triggered when a contact's information is modified
Freshworks CRM Actions
Available Actions
Available Actions
- •Create Contact: Add a new contact to your Freshworks CRM account
- •List Contacts: Retrieve all contacts from your Freshworks CRM account
- •Update Contact: Modify an existing contact's information
Setup Guide
Generate API Key
In your Freshworks CRM account, go to Settings > API Settings and generate an API key.
Note Your Domain
Make a note of your Freshworks CRM domain (e.g., yourcompany.myfreshworks.com).
Keep your API key secure. Ensure you have appropriate permissions to access and manage contacts in your Freshworks CRM account.
Connect to Wakflo
In Wakflo, select Freshworks CRM integration and enter your API key and domain to establish the connection.
Test Connection
Verify the connection by retrieving test data to ensure everything is working properly.
The Freshworks CRM integration requires an API key and your Freshworks CRM domain. Make sure you have the appropriate permissions to access and manage contacts in your Freshworks CRM account.
Best Practices
Working with Freshworks CRM Data
- •Use custom fields to track specific contact information relevant to your business
- •Leverage tags and segments to organize contacts effectively
- •Implement error handling for duplicate contact prevention
- •Keep your API key secure and rotate it periodically
- •Monitor contact sync status to ensure data consistency
Troubleshooting
Authentication Issues
- •Verify that your API key is valid and hasn't been revoked
- •Ensure your Freshworks CRM domain is correctly formatted
- •Check that API access is enabled in your Freshworks CRM settings
Contact Operation Issues
- •Ensure email addresses are properly formatted when creating contacts
- •Verify that contact IDs are correct when retrieving or updating contacts
- •Check that required fields are populated when creating new contacts
Rate Limiting
- •Freshworks CRM enforces rate limits based on your account plan
- •Implement delays between bulk operations to avoid rate limits
- •Monitor your API usage through Freshworks CRM's admin dashboard
Additional Resources
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