Create Deal
freshworks_crm.create_deal
ActionCRM & salesconnection required
Calls the Freshworks CRM API with the connection's credentials.
Create a deal. Freshworks requires a name, an amount and the sales account the deal belongs to.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Freshworks CRM
- Secret shape
- the API key, or {"api_key": "…"}
- Config it needs
- bundle_alias, domain, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
14 fields, 3 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
name The deal name. | string | Yes | — | — | — |
amount The value of the deal, in the deal's currency. | number | Yes | — | ≥ 0 | — |
sales_account_id The Freshworks id of the account this deal belongs to. | string | Yes | — | — | — |
deal_stage_id The id of the stage to open the deal in. | string | No | — | — | — |
deal_pipeline_id The id of the pipeline the deal belongs to. | string | No | — | — | — |
deal_type_id The id of the deal type. | string | No | — | — | — |
owner_id The Freshworks id of the user this deal is assigned to. | string | No | — | — | — |
expected_close The date the deal is expected to close, as YYYY-MM-DD. | string | No | — | matches \d{4}-\d{2}-\d{2} | 2026-01-31 |
probability The chance of winning the deal, as a percentage. | number | No | — | 0–100 | — |
currency_id The id of the currency the amount is in. | string | No | — | — | — |
lead_source_id The id of the source the deal came from. | string | No | — | — | — |
campaign_id The id of the campaign that produced the deal. | string | No | — | — | — |
territory_id The id of the territory the deal belongs to. | string | No | — | — | — |
fields Any other Freshworks field names and values to send, merged over the fields named above. Use it for custom fields (the 'custom_field' object) and for anything this node does not name. | object | No | — | — | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"expected_close": "2026-01-31"
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
deal The deal record, inside the 'deal' envelope Freshworks returns it in. | object | — |
deal.id The Freshworks id of the deal. | number | — |
{
"deal": {
"id": 0
}
}See Create Deal run in a workflow.
In a technical demo we add the Freshworks CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.