Manage Freshworks CRM (Freshsales) accounts, contacts, deals, notes, tasks and appointments, and read sales activities.
Explore 33 workflow actions for Freshworks CRM, including account permissions and operation limits.
15 read actions18 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create account
Write
Create a account.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Operation limits
Freshworks CRM takes no idempotency key, so a lost create answer stays uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create appointment
Write
Create a appointment.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Operation limits
Freshworks CRM takes no idempotency key, so a lost create answer stays uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create a contact.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Operation limits
Freshworks CRM takes no idempotency key, so a lost create answer stays uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create deal
Write
Create a deal.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Operation limits
Freshworks CRM takes no idempotency key, so a lost create answer stays uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create note
Write
Create a note.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Operation limits
Freshworks CRM takes no idempotency key, so a lost create answer stays uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create task
Write
Create a task.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Operation limits
Freshworks CRM takes no idempotency key, so a lost create answer stays uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete account
Write
Delete a account.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete appointment
Write
Delete a appointment.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Delete a contact.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete deal
Write
Delete a deal.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete note
Write
Delete a note.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete task
Write
Delete a task.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get account
Read
Read one account by its ID.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Get appointment
Read
Read one appointment by its ID.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Get contact
Read
Read one contact by its ID.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Get deal
Read
Read one deal by its ID.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Get sales activity
Read
Read one sales activity by its ID.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Get task
Read
Read one task by its ID.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
List account views
Read
Read the saved views for account, with their IDs.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
List accounts
Read
Read one page of accounts from a saved view; List views shows the view IDs.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Pagination: page. Check the result for additional pages; a single action may not return every record.
List appointments
Read
Read upcoming (open) or past (complete) appointments.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Pagination: page. Check the result for additional pages; a single action may not return every record.
List contact views
Read
Read the saved views for contact, with their IDs.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
List contacts
Read
Read one page of contacts from a saved view; List views shows the view IDs.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Pagination: page. Check the result for additional pages; a single action may not return every record.
List deal views
Read
Read the saved views for deal, with their IDs.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
List deals
Read
Read one page of deals from a saved view; List views shows the view IDs.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Pagination: page. Check the result for additional pages; a single action may not return every record.
List sales activities
Read
Read sales activities.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Pagination: page. Check the result for additional pages; a single action may not return every record.
List tasks
Read
Read tasks matching one filter: open, due today, due tomorrow, overdue or completed.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
Pagination: page. Check the result for additional pages; a single action may not return every record.
Update account
Write
Change fields of a account.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update appointment
Write
Change fields of a appointment.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Change fields of a contact.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update deal
Write
Change fields of a deal.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update note
Write
Change fields of a note.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update task
Write
Change fields of a task.
Permissions and limits
Account permissions
A Freshworks CRM API key; the user's role decides which records it sees
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Freshworks CRM. A saved workflow is not a completed provider action.
CRM ยท CONNECTION
