Freshworks CRM

Use the Freshworks CRM node to automate work in Freshworks CRM, and integrate Freshworks CRM with other applications. Mosaic Workflows has built-in support for a wide range of Freshworks CRM features, including creating, updating, deleting, and retrieve, accounts, appointments, contacts, deals, notes, sales activity and more.

On this page, you'll find a list of operations the Freshworks CRM node supports and links to more resources.

Basic operations

• Account
  • Create an account
  • Delete an account
  • Retrieve an account
  • Retrieve all accounts
  • Update an account
• Appointment
  • Create an appointment
  • Delete an appointment
  • Retrieve an appointment
  • Retrieve all appointments
  • Update an appointment
• Contact
  • Create a contact
  • Delete a contact
  • Retrieve a contact
  • Retrieve all contacts
  • Update a contact
• Deal
  • Create a deal
  • Delete a deal
  • Retrieve a deal
  • Retrieve all deals
  • Update a deal
• Note
  • Create a note
  • Delete a note
  • Update a note
• Sales Activity
  • Retrieve a sales activity
  • Retrieve all sales activities
• Task
  • Create a task
  • Delete a task
  • Retrieve a task
  • Retrieve all tasks
  • Update a task

What to do if your operation isn't supported

If this node doesn't support the operation you want to do, you can use the HTTP Request node to call the service's API.

You can use the credential you created for this service in the HTTP Request node:

1. In the HTTP Request node, select Authentication > Predefined Credential Type .
2. Select the service you want to connect to.
3. Select your credential.