FRESHWORKSCRM n8n INTEGRATION: AUTOMATE FRESHWORKSCRM WITH N8N

This action lets you update an existing task record in FreshworksCRM by specifying its unique ID. Perfect for modifying task details, changing due dates, or updating task status programmatically.

Key parameters: Credential to connect with (dropdown to select your FreshworksCRM account credentials—required), Resource (set to "Task" to specify operations on tasks), Operation (set to "Update" for modifying existing tasks), Task ID (text field for the unique identifier of the task to update—required), and Update Fields (expandable section to add fields you want to modify such as title, due date, status, or custom properties).

Use cases: Mark tasks as complete when external events occur, update task due dates based on project timelines, change task assignments when team members are unavailable.

Retrieve multiple task records from FreshworksCRM with pagination and filtering controls. Ideal for building task dashboards, generating reports, or syncing tasks to external project management tools.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Task"), Operation (set to "Get Many" for bulk retrieval), Return All (toggle to fetch all tasks or limit results), Limit (numeric cap on records, default 50, when "Return All" is off), and Filters (add optional criteria to narrow down tasks by status, assignee, or other properties).

Use cases: Generate daily task reports for sales teams, export overdue tasks for management review, sync task lists to Asana or Trello for cross-platform visibility.

Retrieve detailed information about a specific task using its unique identifier. Essential for fetching task data before performing updates or for conditional workflow logic.

Key parameters: Credential to connect with (your FreshworksCRM credentials—required), Resource (set to "Task"), Operation (set to "Get" to retrieve a single record), and Task ID (text input for the unique identifier of the task to fetch—required).

Use cases: Check task completion status before triggering follow-up actions, fetch task details for notification messages, validate task existence before performing updates.

Remove task records from FreshworksCRM. Use this action carefully for task cleanup, removing completed tasks, or implementing task archival policies.

Key parameters: Credential to connect with (your authentication credentials—required), Resource (set to "Task"), Operation (set to "Delete"), and Task ID (the unique identifier of the task to remove—required).

Use cases: Clean up completed tasks after a retention period, remove duplicate task entries, process task cancellation requests from external systems.

Create new task records in FreshworksCRM. Essential for task management and follow-up automation workflows that need to generate tasks based on external triggers.

Key parameters: Credential to connect with (your FreshworksCRM credentials—required), Resource (set to "Task"), Operation (set to "Create"), Title (text field for the task name—required), Due Date (DateTime picker for when the task should be completed—optional), Owner Name or ID (assign the task to a specific user—optional), Target Type (dropdown to select the entity type the task relates to—Contact, Deal, etc.), Target ID (the unique identifier of the related entity), and Additional Fields (add priority, description, or custom properties).

Use cases: Auto-create follow-up tasks when deals reach specific stages, generate tasks from email responses or support tickets, create reminder tasks for upcoming renewals.

Perform field-specific lookup searches in FreshworksCRM. More targeted than general queries for finding specific records based on a particular field value.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Search"), Operation (set to "Lookup"), Search Field (dropdown to select the specific field to search against—required), and Options (additional parameters to refine the lookup—optional).

Use cases: Look up contacts by email before creating duplicates, find deals by custom field values, verify record existence before performing operations.

Perform query-based searches across FreshworksCRM entities. Powerful for finding records based on search terms and filtering criteria across multiple entity types.

Key parameters: Credential to connect with (your FreshworksCRM authentication—required), Resource (set to "Search"), Operation (set to "Query"), Search Term (text field for the keyword or phrase to search—optional), Search on Entities (dropdown to select which CRM entities to search—contacts, deals, etc.—optional but recommended), Return All (toggle to fetch all matching results or limit count), and Limit (numeric cap on results, default 25, when pagination is active).

Use cases: Find contacts by name or email domain, search deals by keyword for reporting, locate records for deduplication workflows.

Retrieve multiple sales activity records with pagination controls. Ideal for activity reporting and sales performance analysis workflows.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Sales Activity"), Operation (set to "Get Many"), Return All (toggle to fetch all activities or limit results), and Limit (numeric cap on records, default 50, when "Return All" is off).

Use cases: Generate daily activity reports for sales teams, export activities for performance dashboards, sync activity data to analytics platforms like Google Data Studio.

Retrieve detailed information about a specific sales activity by its unique identifier. Useful for fetching activity details for reporting or validation purposes.

Key parameters: Credential to connect with (your FreshworksCRM credentials—required), Resource (set to "Sales Activity"), Operation (set to "Get"), and Sales Activity ID (the unique identifier of the activity to fetch—required).

Use cases: Fetch activity details for notification messages, validate activity completion, retrieve activity data for individual performance tracking.

Modify existing note records in FreshworksCRM—update content or change note details attached to contacts, deals, or other entities.

Key parameters: Credential to connect with (your FreshworksCRM credentials—required), Resource (set to "Note"), Operation (set to "Update"), Note ID (the unique identifier of the note to modify—required), and Update Fields (add fields to change such as content or other note properties).

Use cases: Append additional information to existing notes, correct note content based on new information, update note timestamps for audit purposes.

Remove note records from FreshworksCRM. Use for cleanup and maintaining relevant activity history on your CRM records.

Key parameters: Credential to connect with (FreshworksCRM authentication—required), Resource (set to "Note"), Operation (set to "Delete"), and Note ID (the unique identifier of the note to remove—required).

Use cases: Remove duplicate or erroneous notes, clean up test data from development workflows, process note removal requests for data hygiene.

Create new note records attached to entities in FreshworksCRM. Essential for logging activities, documenting interactions, and maintaining communication history.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Note"), Operation (set to "Create"), and Target ID (the unique identifier of the entity—contact, deal, etc.—the note attaches to—required).

Use cases: Log email interactions automatically, record call notes from VoIP integrations, document customer feedback from support tickets.

Modify existing deal records in FreshworksCRM—update stages, amounts, close dates, or any custom properties to keep your pipeline accurate.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Deal"), Operation (set to "Update"), Deal ID (the unique identifier of the deal to modify—required), and Update Fields (add fields to update such as stage, amount, expected close date, or custom properties).

Use cases: Automatically advance deal stages based on customer actions, update deal amounts when contract terms change, mark deals as lost when email sequences go unresponded.

Retrieve multiple deal records with view filtering and pagination. Perfect for pipeline reporting and batch deal operations.

Key parameters: Credential to connect with (your FreshworksCRM authentication—required), Resource (set to "Deal"), Operation (set to "Get Many"), View Name or ID (filter deals by a saved view—optional), Return All (toggle for fetching all deals or limiting results), and Limit (numeric cap on records, default 50, when pagination is active).

Use cases: Generate weekly pipeline reports, export deals for revenue forecasting models, sync deal data to business intelligence tools.

Retrieve detailed information about a specific deal by its unique identifier. Useful for deal status checks and conditional workflow logic.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Deal"), Operation (set to "Get"), and Deal ID (the unique identifier of the deal to fetch—required).

Use cases: Fetch deal details before sending stage-specific communications, validate deal existence before creating related tasks, retrieve deal data for custom reporting.

Remove deal records from FreshworksCRM. Use for pipeline cleanup and removing test or duplicate data.

Key parameters: Credential to connect with (your credentials—required), Resource (set to "Deal"), Operation (set to "Delete"), and Deal ID (the unique identifier of the deal to remove—required).

Use cases: Clean up abandoned or stale deals, remove test deals from production pipeline, process deal merge operations by deleting duplicates.

Create new deal/opportunity records in FreshworksCRM. Essential for sales pipeline automation and lead-to-opportunity conversion workflows.

Key parameters: Credential to connect with (your authentication credentials—required), Resource (set to "Deal"), Operation (set to "Create"), Amount (numeric field for the deal value—can be 0 or dynamic via expression), Name (text field for the deal name/title), and Additional Fields (add stage, expected close date, associated contact/account, custom fields, and more).

Use cases: Auto-create deals when contacts request demos or pricing, generate opportunities from qualified lead scores, create deals from closed-won renewal notifications.

Modify existing contact records with new or updated information. Critical for maintaining accurate CRM data as contact details change over time.

Key parameters: Credential to connect with (your credentials—required), Resource (set to "Contact"), Operation (set to "Update"), Contact ID (the unique identifier of the contact to modify—required), and Update Fields (add fields to update such as email, phone, lifecycle stage, or custom properties).

Use cases: Update contact lifecycle stages based on email engagement, sync updated contact information from customer support interactions, mark contacts as "qualified" when they meet scoring thresholds.

Retrieve multiple contacts at once with optional view filtering and pagination controls. Ideal for batch processing and reporting workflows.

Key parameters: Credential to connect with (FreshworksCRM authentication—required), Resource (set to "Contact"), Operation (set to "Get Many"), View Name or ID (filter by a saved view—optional), Return All (toggle to retrieve all matching contacts or limit results), and Limit (numeric cap on returned records, default 50, when "Return All" is off).

Use cases: Export contacts for email campaign segmentation, generate daily lead reports, sync contact databases between systems.

Retrieve detailed information about a specific contact by their unique identifier. Essential for personalization and data validation workflows.

Key parameters: Credential to connect with (your FreshworksCRM credentials—required), Resource (set to "Contact"), Operation (set to "Get"), and Contact ID (the unique identifier of the contact to retrieve—required).

Use cases: Fetch contact details for personalized email sequences, validate contact data before performing updates, retrieve contact information for CRM-to-CRM migrations.

Remove contact records from FreshworksCRM. Use for data cleanup, deduplication, or compliance requirements like GDPR.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Contact"), Operation (set to "Delete"), and Contact ID (the unique identifier of the contact to delete—required).

Use cases: Process unsubscribe requests by removing contact records, clean up bounced email contacts, implement data retention policy automation.

Create new contact records in FreshworksCRM. This is one of the most commonly used actions for lead capture and contact management workflows.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Contact"), Operation (set to "Create"), First Name (text field for the contact's first name—optional but recommended), Last Name (text field for the contact's last name—optional but recommended), Email Address (text field for the primary email—optional but important for identification), and Additional Fields (add phone, job title, company association, custom fields, and more).

Use cases: Auto-create contacts from form submissions (Typeform, Webflow, etc.), import leads from webinar registrations, sync contacts from email marketing platforms.

Modify existing appointment records in FreshworksCRM—reschedule, update attendees, or change meeting details programmatically.

Key parameters: Credential to connect with (your credentials—required), Resource (set to "Appointment"), Operation (set to "Update"), Appointment ID (the unique identifier of the appointment to modify—required), and Update Fields (add fields to change such as title, dates, attendees, or custom properties).

Use cases: Reschedule appointments based on external calendar changes, update meeting descriptions with agenda items, add new attendees when team members change.

Retrieve multiple appointment records with filtering and pagination controls. Ideal for calendar management and meeting reporting workflows.

Key parameters: Credential to connect with (FreshworksCRM authentication—required), Resource (set to "Appointment"), Operation (set to "Get Many"), Return All (toggle to fetch all appointments or limit results), Limit (numeric cap on records, default 50, when "Return All" is off), and Filters (add optional criteria to narrow down appointments by date, attendee, or other properties).

Use cases: Generate daily meeting schedules for sales teams, export appointments for calendar sync operations, build meeting frequency reports.

Retrieve detailed information about a specific appointment using its unique identifier. Useful for fetching meeting details before sending confirmations or reminders.

Key parameters: Credential to connect with (your FreshworksCRM credentials—required), Resource (set to "Appointment"), Operation (set to "Get"), and Appointment ID (the unique identifier of the appointment to retrieve—required).

Use cases: Fetch appointment details for reminder notifications, validate appointment times before sending confirmations, retrieve meeting data for attendance tracking.

Remove appointment records from FreshworksCRM. Useful for handling cancellations and calendar cleanup operations.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Appointment"), Operation (set to "Delete"), and Appointment ID (the unique identifier of the appointment to remove—required).

Use cases: Process meeting cancellations automatically when triggered by Calendly or other scheduling tools, clean up past appointments for data hygiene, remove duplicate appointment entries.

Create new appointment records in FreshworksCRM. Essential for scheduling automation and meeting management workflows triggered by external booking systems.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Appointment"), Operation (set to "Create"), Title (text field for the appointment name—optional but recommended), Start Date (DateTime picker for when the appointment begins—optional), End Date (DateTime picker for when the appointment ends—optional), Attendees (add one or more attendees to the appointment), and Additional Fields (add location, description, or custom properties).

Use cases: Auto-create CRM appointments when Calendly meetings are booked, schedule follow-up meetings based on deal stage changes, sync appointments from Google Calendar to FreshworksCRM.

Modify existing account (company) records in FreshworksCRM. This action allows you to keep company information current by updating any field programmatically.

Key parameters: Credential to connect with (FreshworksCRM credentials—required), Resource (set to "Account"), Operation (set to "Update" for modifying existing records), Account ID (the unique identifier of the account to update—required), and Update Fields (add fields to modify such as name, industry, address, or custom properties).

Use cases: Update company details when enrichment data arrives from Clearbit or similar services, mark accounts as "churned" when subscription cancellations occur, sync updated company information from your billing system.

Retrieve multiple account records at once with pagination and view filtering. This action is ideal for batch operations, reporting, and data synchronization tasks.

Key parameters: Credential to connect with (your FreshworksCRM authentication credentials—required), Resource (set to "Account"), Operation (set to "Get Many" for bulk retrieval), View Name or ID (filter accounts by a specific saved view—optional), Return All (toggle to fetch all matching records or limit the count), and Limit (numeric field, default 50, to cap the number of records when "Return All" is disabled).

Use cases: Export accounts to external systems for backup or analysis, build daily reports of newly created companies, sync account data bidirectionally with other business tools.

Retrieve detailed information about a specific account using its unique identifier. Perfect for fetching company data to use in subsequent workflow steps or for validation purposes.

Key parameters: Credential to connect with (select your FreshworksCRM credentials—required), Resource (set to "Account" for company records), Operation (set to "Get" to retrieve a single record), and Account ID (text input for the unique identifier of the account to fetch—required).

Use cases: Fetch account details before sending personalized communications, validate account existence before creating related records, retrieve company data for reporting dashboards.

Remove account records from FreshworksCRM. Use this action carefully for cleanup operations or when implementing data retention policies.

Key parameters: Credential to connect with (your authentication credentials—required), Resource (set to "Account"), Operation (set to "Delete"), and Account ID (the unique identifier of the account to remove—required).

Use cases: Clean up test or duplicate account records, implement GDPR data deletion requests, remove accounts that have been merged into others.

Create new account (company) records in FreshworksCRM directly from your n8n workflows. It's essential for B2B sales processes where you need to automatically register new companies from various lead sources.

Key parameters: Credential to connect with (dropdown to select your FreshworksCRM account credentials for authentication—required), Resource (set to "Account" to specify you're working with company records), Operation (set to "Create" for generating new account entries), Name (text field for the account/company name—typically required for account creation), and Additional Fields (expandable section to add custom properties like industry, website, address, or any custom fields defined in your CRM).

Use cases: Auto-create company records when new organizations sign up via your website, register accounts from imported spreadsheet data, sync company information from LinkedIn Sales Navigator or other prospecting tools.