Freshworks CRM

Manage accounts, contacts, deals, appointments, notes, tasks, and search in Freshworks CRM.

Overview

Freshworks CRM (formerly Freshsales) is a cloud sales platform for tracking leads, contacts, accounts, deals, appointments, notes, tasks and sales activities. This node gives a workflow full create, read, update and delete access to each of those records, plus cross-entity search and lookup, so you can keep your CRM in step with the rest of your pipeline — enrol new signups as contacts, push closed-won deals forward, file notes against an account, or pull a saved view of deals into a report. It authenticates with an API key and your Freshworks account domain.

Category: Marketing
Tool Name: freshworks_crm
Version: 1

Appearance: Icon: lucide-CircleDollarSign | Color: #EE5A24

Node Type

Action — processes input items and produces output

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires Freshworks CRM API credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Account	account
Appointment	appointment
Contact	contact
Deal	deal
Note	note
Sales Activity	salesActivity
Search	search
Task	task

Operations

The available operations depend on the resource you select.

Account

Operation	Value	Description
Create	create	Create a new account.
Delete	delete	Delete an account.
Get	get	Retrieve one account by ID.
Get Many	getAll	Retrieve accounts from a saved view.
Update	update	Update an existing account.

Appointment

Operation	Value	Description
Create	create	Create a new appointment.
Delete	delete	Delete an appointment.
Get	get	Retrieve one appointment by ID.
Get Many	getAll	Retrieve appointments.
Update	update	Update an existing appointment.

Contact

Operation	Value	Description
Create	create	Create a new contact.
Delete	delete	Delete a contact.
Get	get	Retrieve one contact by ID.
Get Many	getAll	Retrieve contacts from a saved view.
Update	update	Update an existing contact.

Deal

Operation	Value	Description
Create	create	Create a new deal.
Delete	delete	Delete a deal.
Get	get	Retrieve one deal by ID.
Get Many	getAll	Retrieve deals from a saved view.
Update	update	Update an existing deal.

Note

Operation	Value	Description
Create	create	Attach a new note to a contact, deal or account.
Delete	delete	Delete a note.
Update	update	Update an existing note.

Sales Activity

Operation	Value	Description
Get	get	Retrieve one sales activity by ID.
Get Many	getAll	Retrieve sales activities.

Search

Operation	Value	Description
Query	query	Search across entity types for a term.
Lookup	lookup	Find records by an exact field value.

Task

Operation	Value	Description
Create	create	Create a new task.
Delete	delete	Delete a task.
Get	get	Retrieve one task by ID.
Get Many	getAll	Retrieve tasks.
Update	update	Update an existing task.

Parameters

Account: Create

Parameter	Type	Required	Default	Description
Name	string	Yes	—	Name of the account.
Additional Fields	collection	No	{}	Optional account fields to set when the account is created.
— Address	string	No	—	Address of the account.
— Annual Revenue	number	No	0	Annual revenue of the account.
— Business Type ID	string	No	—	ID of the business type. Find via GET /selector/business_types.
— City	string	No	—	City of the account.
— Country	string	No	—	Country of the account.
— Facebook	string	No	—	Facebook username.
— Industry Type ID	string	No	—	ID of the industry type. Find via GET /selector/industry_types.
— LinkedIn	string	No	—	LinkedIn account URL or username.
— Number of Employees	number	No	0	Number of employees.
— Owner ID (owner_id)	string	No	—	ID of the user the account is assigned to. Find via GET /selector/owners.
— Parent Sales Account ID	string	No	—	Parent account ID.
— Phone	string	No	—	Phone number.
— State	string	No	—	State.
— Territory ID	string	No	—	ID of the territory. Find via GET /selector/territories.
— Twitter	string	No	—	Twitter username.
— Website	string	No	—	Website URL.
— Zipcode	string	No	—	Zipcode.

Account: Delete

Parameter	Type	Required	Default	Description
Account ID	string	Yes	—	ID of the account.

Account: Get

Parameter	Type	Required	Default	Description
Account ID	string	Yes	—	ID of the account.

Account: Get Many

Parameter	Type	Required	Default	Description
View ID	string	Yes	—	ID of a saved account view/filter. Find via GET /sales_accounts/filters.
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Account: Update

Parameter	Type	Required	Default	Description
Account ID	string	Yes	—	ID of the account to update.
Update Fields	collection	No	{}	Account fields to change. Supply at least one, or the node reports an error for that item.
— Address	string	No	—	Address of the account.
— Annual Revenue	number	No	0	Annual revenue of the account.
— Business Type ID	string	No	—	ID of the business type.
— City	string	No	—	City of the account.
— Country	string	No	—	Country of the account.
— Facebook	string	No	—	Facebook username.
— Industry Type ID	string	No	—	ID of the industry type.
— LinkedIn	string	No	—	LinkedIn username.
— Name	string	No	—	Name of the account.
— Number of Employees	number	No	0	Number of employees.
— Owner ID (owner_id)	string	No	—	ID of the user assigned.
— Parent Sales Account ID	string	No	—	Parent account ID.
— Phone	string	No	—	Phone number.
— State	string	No	—	State.
— Territory ID	string	No	—	ID of the territory.
— Twitter	string	No	—	Twitter username.
— Website	string	No	—	Website URL.
— Zipcode	string	No	—	Zipcode.

Appointment: Create

Parameter	Type	Required	Default	Description
Title	string	Yes	—	Title of the appointment.
Start Date (fromDate)	string	Yes	—	Start date/time of the appointment in ISO 8601 format.
End Date (endDate)	string	Yes	—	End date/time of the appointment in ISO 8601 format.
Attendees	json	No	[]	JSON array of attendees. Each: { “type”: “contact”|“user”, “contactId”: ”…”, “userId”: ”…” }.
Additional Fields	collection	No	{}	Optional appointment fields to set when the appointment is created.
— Creator ID	string	No	—	ID of the user who created the appointment.
— Is All-Day	boolean	No	false	Whether it is an all-day appointment.
— Latitude	string	No	—	Latitude of the location.
— Location	string	No	—	Location of the appointment.
— Longitude	string	No	—	Longitude of the location.
— Outcome ID	string	No	—	ID of the outcome. Find via GET /selector/sales_activity_outcomes.
— Target ID	string	No	—	ID of the target entity.
— Target Type (targetable_type)	options	No	Contact	Type of the entity the appointment is linked to.
				Options: Contact, Deal, SalesAccount
— Time Zone	string	No	—	Timezone for the appointment (e.g. America/New_York).

Appointment: Delete

Parameter	Type	Required	Default	Description
Appointment ID	string	Yes	—	ID of the appointment.

Appointment: Get

Parameter	Type	Required	Default	Description
Appointment ID	string	Yes	—	ID of the appointment.

Appointment: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the appointments that are returned.
— Include	options	No	creater	Related records to include with each appointment.
				Options: appointment_attendees, creater (Creator), targetable (Target)
— Time	options	No	upcoming	Which appointments to return.
				Options: past, upcoming

Appointment: Update

Parameter	Type	Required	Default	Description
Appointment ID	string	Yes	—	ID of the appointment to update.
Update Fields	collection	No	{}	Appointment fields to change. Supply at least one, or the node reports an error for that item.
— Attendees	json	No	[]	JSON array of attendees. Each: { “type”: “contact”|“user”, “contactId”: ”…”, “userId”: ”…” }.
— Creator ID	string	No	—	ID of the creator user.
— End Date (end_date)	string	No	—	End date/time (ISO 8601).
— Is All-Day	boolean	No	false	Whether it is all-day.
— Latitude	string	No	—	Latitude.
— Location	string	No	—	Location.
— Longitude	string	No	—	Longitude.
— Outcome ID	string	No	—	Outcome ID.
— Start Date (from_date)	string	No	—	Start date/time (ISO 8601).
— Target ID	string	No	—	Target entity ID.
— Target Type (targetable_type)	options	No	Contact	Type of the entity the appointment is linked to.
				Options: Contact, Deal, SalesAccount
— Time Zone	string	No	—	Timezone.
— Title	string	No	—	Title.

Contact: Create

Parameter	Type	Required	Default	Description
First Name (firstName)	string	Yes	—	First name of the contact.
Last Name (lastName)	string	Yes	—	Last name of the contact.
Email Address	string	Yes	—	Email address of the contact.
Additional Fields	collection	No	{}	Optional contact fields to set when the contact is created.
— Address	string	No	—	Address.
— Campaign ID	string	No	—	Campaign ID. Find via GET /selector/campaigns.
— City	string	No	—	City.
— Contact Status ID	string	No	—	Contact status ID. Find via GET /selector/contact_statuses.
— Country	string	No	—	Country.
— External ID	string	No	—	External ID.
— Facebook	string	No	—	Facebook username.
— Job Title	string	No	—	Job title.
— Keywords	string	No	—	Keywords.
— Lead Source ID	string	No	—	Lead source ID.
— Lifecycle Stage ID	string	No	—	Lifecycle stage ID. Find via GET /selector/lifecycle_stages.
— LinkedIn	string	No	—	LinkedIn.
— Medium	string	No	—	Medium.
— Mobile Number	string	No	—	Mobile number.
— Owner ID (owner_id)	string	No	—	Owner user ID.
— Sales Account IDs	string	No	—	Comma-separated sales account IDs. First is marked as primary.
— State	string	No	—	State.
— Subscription Status	string	No	—	Subscription status.
— Subscription Types	string	No	—	Subscription types.
— Territory ID	string	No	—	Territory ID.
— Time Zone	string	No	—	Timezone.
— Twitter	string	No	—	Twitter username.
— Work Number	string	No	—	Work phone number.
— Zipcode	string	No	—	Zipcode.

Contact: Delete

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact.

Contact: Get

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact.

Contact: Get Many

Parameter	Type	Required	Default	Description
View ID	string	Yes	—	ID of a saved contact view/filter. Find via GET /contacts/filters.
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Contact: Update

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to update.
Update Fields	collection	No	{}	Contact fields to change. Supply at least one, or the node reports an error for that item.
— Address	string	No	—	Address.
— Campaign ID	string	No	—	Campaign ID.
— City	string	No	—	City.
— Contact Status ID	string	No	—	Contact status ID.
— Country	string	No	—	Country.
— External ID	string	No	—	External ID.
— Facebook	string	No	—	Facebook username.
— First Name (first_name)	string	No	—	First name.
— Job Title	string	No	—	Job title.
— Keywords	string	No	—	Keywords.
— Last Name (last_name)	string	No	—	Last name.
— Lead Source ID	string	No	—	Lead source ID.
— Lifecycle Stage ID	string	No	—	Lifecycle stage ID.
— LinkedIn	string	No	—	LinkedIn.
— Medium	string	No	—	Medium.
— Mobile Number	string	No	—	Mobile number.
— Owner ID (owner_id)	string	No	—	Owner user ID.
— Sales Account IDs	string	No	—	Comma-separated sales account IDs.
— State	string	No	—	State.
— Subscription Status	string	No	—	Subscription status.
— Subscription Types	string	No	—	Subscription types.
— Territory ID	string	No	—	Territory ID.
— Time Zone	string	No	—	Timezone.
— Twitter	string	No	—	Twitter username.
— Work Number	string	No	—	Work phone number.
— Zipcode	string	No	—	Zipcode.

Deal: Create

Parameter	Type	Required	Default	Description
Name	string	Yes	—	Name of the deal.
Amount	number	Yes	0	Value of the deal.
Additional Fields	collection	No	{}	Optional deal fields to set when the deal is created.
— Base Currency Amount	number	No	0	Value in base currency.
— Campaign ID	string	No	—	Campaign ID.
— Currency ID	string	No	—	Currency ID. Find via GET /selector/currencies.
— Deal Payment Status ID	string	No	—	Payment status ID. Find via GET /selector/deal_payment_statuses.
— Deal Pipeline ID	string	No	—	Pipeline ID. Find via GET /selector/deal_pipelines.
— Deal Product ID	string	No	—	Product ID. Find via GET /selector/deal_products.
— Deal Reason ID	string	No	—	Reason ID (for lost deals). Find via GET /selector/deal_reasons.
— Deal Stage ID	string	No	—	Stage ID. Find via GET /selector/deal_stages.
— Deal Type ID	string	No	—	Type ID. Find via GET /selector/deal_types.
— Lead Source ID	string	No	—	Lead source ID.
— Owner ID (owner_id)	string	No	—	Owner user ID.
— Probability	number	No	0	Probability 0-100.
— Sales Account ID	string	No	—	Sales account ID.
— Territory ID	string	No	—	Territory ID.

Deal: Delete

Parameter	Type	Required	Default	Description
Deal ID	string	Yes	—	ID of the deal.

Deal: Get

Parameter	Type	Required	Default	Description
Deal ID	string	Yes	—	ID of the deal.

Deal: Get Many

Parameter	Type	Required	Default	Description
View ID	string	Yes	—	ID of a saved deal view/filter. Find via GET /deals/filters.
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Deal: Update

Parameter	Type	Required	Default	Description
Deal ID	string	Yes	—	ID of the deal to update.
Update Fields	collection	No	{}	Deal fields to change. Supply at least one, or the node reports an error for that item.
— Amount	number	No	0	Value of the deal.
— Base Currency Amount	number	No	0	Value in base currency.
— Campaign ID	string	No	—	Campaign ID.
— Currency ID	string	No	—	Currency ID.
— Deal Payment Status ID	string	No	—	Payment status ID.
— Deal Pipeline ID	string	No	—	Pipeline ID.
— Deal Product ID	string	No	—	Product ID.
— Deal Reason ID	string	No	—	Reason ID.
— Deal Stage ID	string	No	—	Stage ID.
— Deal Type ID	string	No	—	Type ID.
— Lead Source ID	string	No	—	Lead source ID.
— Name	string	No	—	Name of the deal.
— Owner ID (owner_id)	string	No	—	Owner user ID.
— Probability	number	No	0	Probability 0-100.
— Sales Account ID	string	No	—	Sales account ID.
— Territory ID	string	No	—	Territory ID.

Note: Create

Parameter	Type	Required	Default	Description
Content	string	Yes	—	Content of the note.
Target Type (targetableType)	options	Yes	Contact	Type of the entity for which the note is created.
				Options: Contact, Deal, SalesAccount
Target ID	string	Yes	—	ID of the entity for which the note is created.

Note: Delete

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note to delete.

Note: Update

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note to update.
Update Fields	collection	No	{}	Note fields to change. Supply at least one, or the node reports an error for that item.
— Content	string	No	—	Content of the note.
— Target ID	string	No	—	Target entity ID.
— Target Type (targetable_type)	options	No	Contact	Target entity type.
				Options: Contact, Deal, SalesAccount

Sales Activity: Get

Parameter	Type	Required	Default	Description
Sales Activity ID	string	Yes	—	ID of the sales activity.

Sales Activity: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Search: Query

Parameter	Type	Required	Default	Description
Search Term	string	Yes	—	Term used for searching entities.
Search on Entities	string	Yes	—	Comma-separated entity types to search: contact, deal, sales_account, user.
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	25	Max number of results to return. (shown when Return All is false)

Search: Lookup

Parameter	Type	Required	Default	Description
Search Field	options	Yes	email	Field to search against.
				Options: email, name, customField
Field Value	string	Yes	—	Value to search for. (shown when Search Field is email, name)
Custom Field Name	string	Yes	—	Name of the custom field to search against. (shown when Search Field is customField)
Custom Field Value	string	Yes	—	Value of the custom field to search for. (shown when Search Field is customField)
Options	collection	No	{}	Extra options for the lookup.
— Entities	string	No	—	Comma-separated entity types: contact, deal, sales_account.

Task: Create

Parameter	Type	Required	Default	Description
Title	string	Yes	—	Title of the task.
Due Date	string	Yes	—	Due date/time in ISO 8601 format.
Owner ID (ownerId)	string	Yes	—	ID of the user the task is assigned to. Find via GET /selector/owners.
Target Type (targetableType)	options	Yes	Contact	Type of entity for the task.
				Options: Contact, Deal, SalesAccount
Target ID	string	Yes	—	ID of the target entity.
Additional Fields	collection	No	{}	Optional task fields to set when the task is created.
— Creator ID	string	No	—	ID of the user who created the task.
— Outcome ID	string	No	—	Outcome ID.
— Task Type ID	string	No	—	Task type ID.

Task: Delete

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	ID of the task.

Task: Get

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	ID of the task.

Task: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the tasks that are returned.
— Include	options	No	owner	Related records to include with each task.
				Options: owner, targetable (Target), users
— Status	options	No	open	Which tasks to return.
				Options: completed, due_today, due_tomorrow, open, overdue

Task: Update

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	ID of the task to update.
Update Fields	collection	No	{}	Task fields to change. Supply at least one, or the node reports an error for that item.
— Creator ID	string	No	—	Creator user ID.
— Due Date	string	No	—	Due date/time (ISO 8601).
— Outcome ID	string	No	—	Outcome ID.
— Owner ID (owner_id)	string	No	—	Owner user ID.
— Target ID	string	No	—	Target entity ID.
— Target Type (targetable_type)	options	No	Contact	Target entity type.
				Options: Contact, Deal, SalesAccount
— Task Type ID	string	No	—	Task type ID.
— Title	string	No	—	Title of the task.

All Operations

Parameter	Type	Required	Default	Description
Max Concurrency	number	No	10	Maximum number of items to process concurrently.

Output Data

Every input item produces exactly one output item — the node never fans out, so a list of 200 deals arrives as one item holding an array, not 200 items. Binary data on the input item is forwarded unchanged.

For single-record operations the API response is merged onto the input item JSON ({ ...itemJson, ...record }), so upstream fields you were carrying stay available alongside the record’s own fields. List operations are the exception: their result replaces the item JSON with items and count.

Operations	What lands on the output item
create, get, update on account, appointment, contact, deal, note and task; get on salesActivity	The record’s own fields, merged onto the input item JSON
delete on any resource	success: true, merged onto the input item JSON
getAll on account, appointment, contact, deal, salesActivity and task; query on search	items (the array of records) and count — these replace the input item JSON
lookup on search	The lookup response, merged onto the input item JSON

A list result looks like this (each entry trimmed here to a single field):

{
  "count": 2,
  "items": [
    { "name": "Acme Corporation" },
    { "name": "Globex" }
  ]
}

To turn a list into one item per record, put a Split Out node on items immediately after this node. Reference the values downstream by expression, e.g. {{ $json.count }} or {{ $json.items[0].name }}.

A delete leaves only the confirmation flag on top of the incoming JSON:

{
  "success": true
}

Beyond items, count and success, the fields on a record are whatever the Freshworks API returns for that entity — the node unwraps the API’s single-record envelope and puts the record itself on the item. Run the node once and inspect the output before writing downstream expressions against a specific field.

Usage Examples

• Create a new contact in Freshworks CRM
• Get all deals from a Freshworks CRM view
• Update an account in Freshworks CRM
• Search contacts by email in Freshworks CRM
• Create a task assigned to a user in Freshworks CRM

Example Configuration

Create a contact from an upstream signup item:

{
  "type": "freshworks_crm",
  "parameters": {
    "resource": "contact",
    "operation": "create",
    "firstName": "{{ $json.firstName }}",
    "lastName": "{{ $json.lastName }}",
    "emails": "{{ $json.email }}",
    "additionalFields": {
      "job_title": "{{ $json.jobTitle }}",
      "mobile_number": "{{ $json.phone }}",
      "sales_accounts": "{{ $json.accountId }}"
    }
  }
}

Pull the first 50 deals from a saved view:

{
  "type": "freshworks_crm",
  "parameters": {
    "resource": "deal",
    "operation": "getAll",
    "view": "{{ $json.viewId }}",
    "returnAll": false,
    "limit": 50
  }
}

Update an account with enriched firmographics:

{
  "type": "freshworks_crm",
  "parameters": {
    "resource": "account",
    "operation": "update",
    "accountId": "{{ $json.accountId }}",
    "updateFields": {
      "annual_revenue": 2500000,
      "number_of_employees": 120,
      "website": "{{ $json.website }}"
    }
  }
}

Create a follow-up task against a deal and assign it to an owner:

{
  "type": "freshworks_crm",
  "parameters": {
    "resource": "task",
    "operation": "create",
    "title": "Follow up on {{ $json.dealName }}",
    "dueDate": "{{ $json.dueDate }}",
    "ownerId": "{{ $json.ownerId }}",
    "targetableType": "Deal",
    "targetable_id": "{{ $json.dealId }}",
    "additionalFields": {
      "task_type_id": "{{ $json.taskTypeId }}"
    }
  }
}

Fetch every overdue task with its owner record attached:

{
  "type": "freshworks_crm",
  "parameters": {
    "resource": "task",
    "operation": "getAll",
    "returnAll": true,
    "filters": {
      "filter": "overdue",
      "include": "owner"
    }
  }
}

Look a contact up by exact email address before deciding whether to create one:

{
  "type": "freshworks_crm",
  "parameters": {
    "resource": "search",
    "operation": "lookup",
    "searchField": "email",
    "fieldValue": "{{ $json.email }}",
    "options": {
      "entities": "contact"
    }
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

Manage CRM data (accounts, contacts, deals, tasks, etc.) in Freshworks CRM via its REST API.

Important Notes

1. Collection parameters are flat objects. Additional Fields, Update Fields, Filters and Options each take a plain object of field name to value — no array wrappers and no placeholder keys around the entries.
2. Dates are ISO 8601. Give Start Date, End Date and Due Date values such as 2026-01-15T10:00:00Z. Set a Time Zone on the appointment if you need the record stamped to a specific zone.
3. Relationship fields take IDs, not names. Owner, territory, pipeline, stage, lead source and similar fields expect the ID of the related record in your Freshworks account.
4. Parameters are scoped to a resource and operation. Changing either one changes which fields the node shows, so pick the resource first and the operation second.
5. Max Concurrency is your rate-limit lever. Lower it when a large batch of items starts drawing throttling responses from the Freshworks API.
6. Update Fields cannot be empty. Every update operation fails the item if you supply no fields to change.
7. Get Many on accounts, contacts and deals needs a View ID. These lists are read through a saved Freshworks view, so create the view in the CRM first and paste its ID into View ID.