Freshworks CRM
CRM & salesAPI keyConnection test available
Freshworks CRM (Freshsales) contacts, sales accounts, deals, notes, tasks and appointments, plus search, lookup and bulk jobs (API key, per bundle alias).
OCNORA ships 53 typed Freshworks CRM operations. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run. Endpoints not covered by a typed node are called at https://{bundle_alias}.{domain}/crm/sales/api through the HTTP node with the same credential.
Before you connect Freshworks CRM
- Authentication
- API key
- Credential
- the API key, or {"api_key": "…"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
What you can do with Freshworks CRM
Operations, grouped by what they do to your data.
Create and send 9
Read and search 20
A sample Freshworks CRM workflow
- 1A core triggerStart the run from a chat, form, manual, schedule, webhook, workflow trigger — no Freshworks CRM trigger is needed.
- 2Get Accountfreshworks_crm.get_accountFetch one sales account by its Freshworks id.
- 3Bulk Assign Contact Ownerfreshworks_crm.bulk_assign_contact_ownerAssign a list of contacts to one owner in a single request.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 53
- Bulk Assign Contact OwnerAssign a list of contacts to one owner in a single request.freshworks_crm.bulk_assign_contact_owner
- Bulk Delete AccountsDelete several sales accounts in one request and report which ids Freshworks actually removed.freshworks_crm.bulk_delete_accounts
- Bulk Delete ContactsDelete several contacts in one request and report which ids Freshworks actually removed.freshworks_crm.bulk_delete_contacts
- Bulk Delete DealsDelete several deals in one request and report which ids Freshworks actually removed.freshworks_crm.bulk_delete_deals
- Bulk Upsert AccountsCreate or update up to 100 sales accounts in one request, which Freshworks runs as a background job.freshworks_crm.bulk_upsert_accounts
- Bulk Upsert ContactsCreate or update up to 100 contacts in one request, which Freshworks runs as a background job.freshworks_crm.bulk_upsert_contacts
- Bulk Upsert DealsCreate or update up to 100 deals in one request, which Freshworks runs as a background job.freshworks_crm.bulk_upsert_deals
- Complete TaskMark a task as done, which is the status 1 Freshworks writes for completed.freshworks_crm.complete_task
- Create AccountCreate a sales account, the company record deals and contacts hang off.freshworks_crm.create_account
- Create AppointmentBook an appointment. Freshworks requires a title and a start and end timestamp, and can attach it to a contact, sales account or deal.freshworks_crm.create_appointment
- Create ContactCreate a contact. Freshworks requires at least one of an email address, a mobile number or a Twitter handle to identify the person.freshworks_crm.create_contact
- Create DealCreate a deal. Freshworks requires a name, an amount and the sales account the deal belongs to.freshworks_crm.create_deal
- Create NoteAttach a note to a contact, a sales account or a deal.freshworks_crm.create_note
- Create TaskCreate a task against a contact, sales account or deal. Freshworks requires a title, a due date, an owner and the record the task is for.freshworks_crm.create_task
- Delete AccountDelete a sales account. This is Freshworks' ordinary delete, which the account can still restore; use the Forget node for an irreversible erase.freshworks_crm.delete_account
- Delete AppointmentDelete an appointment from the Freshworks calendar.freshworks_crm.delete_appointment
- Delete ContactDelete a contact. This is Freshworks' ordinary delete, which the account can still restore; use the Forget node for an irreversible erase.freshworks_crm.delete_contact
- Delete DealDelete a deal. This is Freshworks' ordinary delete, which the account can still restore; use the Forget node for an irreversible erase.freshworks_crm.delete_deal
- Delete NoteDelete a note from the record it is attached to.freshworks_crm.delete_note
- Delete TaskDelete a task; Freshworks answers with the task it removed.freshworks_crm.delete_task
- Filtered Search ContactsFind contacts that exactly match a set of attribute rules, which Freshworks documents for contacts only.freshworks_crm.filtered_search_contacts
- Forget AccountPermanently erase a sales account and everything associated with it, which is the GDPR 'forget' operation and cannot be undone.freshworks_crm.forget_account
- Forget ContactPermanently erase a contact and everything associated with it, which is the GDPR 'forget' operation and cannot be undone.freshworks_crm.forget_contact
- Forget DealPermanently erase a deal and everything associated with it, which is the GDPR 'forget' operation and cannot be undone.freshworks_crm.forget_deal
- Get AccountFetch one sales account by its Freshworks id.freshworks_crm.get_account
- Get AppointmentFetch one appointment by its Freshworks id.freshworks_crm.get_appointment
- Get ContactFetch one contact by its Freshworks id.freshworks_crm.get_contact
- Get DealFetch one deal by its Freshworks id.freshworks_crm.get_deal
- Get Bulk Job StatusRead how a bulk upsert ended: whether it is still running, how many records succeeded and failed, and the reason for each failure.freshworks_crm.get_job_status
- Get TaskFetch one task by its Freshworks id.freshworks_crm.get_task
- List Account FieldsList every field defined on the sales account form, including custom fields and their choices, so a workflow can build a valid payload.freshworks_crm.list_account_fields
- List Account ViewsList the saved sales account views (Freshworks calls them filters) with the ids the listing node needs.freshworks_crm.list_account_views
- List AccountsFetch one page of sales accounts from a saved view. Freshworks lists records only through a view, so take the view id from the List Views node first.freshworks_crm.list_accounts
- List AppointmentsList appointments in one of Freshworks' appointment filters. Exactly one filter applies per request.freshworks_crm.list_appointments
- List Contact ActivitiesRead the activity feed Freshworks keeps for one contact.freshworks_crm.list_contact_activities
- List Contact FieldsList every field defined on the contact form, including custom fields and their choices, so a workflow can build a valid payload.freshworks_crm.list_contact_fields
- List Contact ViewsList the saved contact views (Freshworks calls them filters) with the ids the listing node needs.freshworks_crm.list_contact_views
- List ContactsFetch one page of contacts from a saved view. Freshworks lists records only through a view, so take the view id from the List Views node first.freshworks_crm.list_contacts
- List Deal FieldsList every field defined on the deal form, including custom fields and their choices, so a workflow can build a valid payload.freshworks_crm.list_deal_fields
- List Deal ViewsList the saved deal views (Freshworks calls them filters) with the ids the listing node needs.freshworks_crm.list_deal_views
- List DealsFetch one page of deals from a saved view. Freshworks lists records only through a view, so take the view id from the List Views node first.freshworks_crm.list_deals
- List TasksList tasks in one of Freshworks' task filters. Exactly one filter applies per request; Freshworks does not combine them.freshworks_crm.list_tasks
- Lookup By FieldFind records whose named field exactly equals a value, which is how a workflow resolves an email address to a contact.freshworks_crm.lookup
- SearchSearch records by name or email across the entities you name, which is the same search the Freshworks search box runs.freshworks_crm.search
- Update AccountChange fields on an existing sales account.freshworks_crm.update_account
- Update AppointmentChange fields on an existing appointment.freshworks_crm.update_appointment
- Update ContactChange fields on an existing contact.freshworks_crm.update_contact
- Update DealChange fields on an existing deal.freshworks_crm.update_deal
Show 5 more
- Update NoteChange a note's text, or move it to a different record.freshworks_crm.update_note
- Update TaskChange fields on an existing task.freshworks_crm.update_task
- Upsert AccountCreate a sales account, or update the existing one that matches the unique identifier you name.freshworks_crm.upsert_account
- Upsert ContactCreate a contact, or update the existing one that matches the unique identifier you name.freshworks_crm.upsert_contact
- Upsert DealCreate a deal, or update the existing one that matches the unique identifier you name.freshworks_crm.upsert_deal
Freshworks CRM questions
- How does OCNORA authenticate with Freshworks CRM?
- With a stored API key credential, shaped the API key, or {"api_key": "…"}. A connection test can check it when you add it.
- What can I automate with Freshworks CRM?
- 53 typed operations, each with a reference page listing its config fields and the shapes it emits.
- What if the Freshworks CRM operation I need is not listed?
- Call https://{bundle_alias}.{domain}/crm/sales/api from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use Freshworks CRM?
- Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
- How are Freshworks CRM calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
See your first Freshworks CRM workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.