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Supported operations
Operation
Description
Create an Account
Creates a new account in Freshworks CRM.
Delete an Account
Deletes an existing account in Freshworks CRM by its ID.
Get an Account
Retrieves an existing account from Freshworks CRM by its ID.
Get Many Accounts
Retrieves a paginated list of accounts from Freshworks CRM.
Update an Account
Updates an existing account in Freshworks CRM by its ID.
Create an Appointment
Creates an appointment in Freshworks CRM.
Delete an Appointment
Deletes an appointment in Freshworks CRM specified by its ID.
Get an Appointment
Retrieves an appointment in Freshworks CRM specified by its ID.
Get Many Appointments
Retrieves multiple appointments from Freshworks CRM.
Update an Appointment
Updates an existing appointment in Freshworks CRM.
Create a Contact
Create a new contact in Freshsales CRM using the provided contact properties.
Delete a Contact
Delete an existing contact in Freshsales CRM by specifying its contact ID.
Get a Contact
Get an existing contact in Freshsales CRM by specifying its contact ID.
Get Many Contacts
List all contacts in Freshsales CRM with pagination support.
Update a Contact
Update an existing contact in Freshsales CRM based on the contact ID.
Create a Deal
Create a new deal in Freshsales CRM with the provided fields.
Delete a Deal
Delete an existing deal in Freshsales CRM by its ID.
Get a Deal
Retrieve an existing deal in Freshsales CRM by its ID.
Get Many Deals
Retrieve a list of deals in Freshsales CRM with pagination support.
Update a Deal
Update an existing deal in Freshsales CRM.
Create a Note
Create a new note in Freshsales CRM associated with a specified object.
Delete a Note
Delete a note in Freshsales CRM identified by its ID.
Update a Note
Update a note in Freshsales CRM identified by its ID with provided content.
Get a Sales Activity
Retrieve a specific sales activity in Freshsales CRM identified by its ID.
Get Many Sales Activities
Retrieve a paginated list of sales activities in Freshsales CRM.
Lookup a Search
Lookup records in Freshsales CRM by query string, filter attribute, and entity types.
Query a Search
Search records in Freshsales CRM by query string and specified entity types.
Create a Task
Create a new task (sales activity) in Freshsales CRM.
Delete a Task
Delete a task (sales activity) identified by its ID in Freshsales CRM.
Get a Task
Fetches the details of a task specified by its ID in Freshsales CRM.
Get Many Tasks
Fetches a list of tasks from Freshsales CRM with support for pagination, sorting, and embedding related resources.
Update a Task
Updates the details of a task specified by its ID in Freshsales CRM.
Documentation
FAQ about Freshworks CRM integrations
I'm getting a 401 or 403 error. What should I do?
These errors typically indicate an issue with your API credentials. Please check the following:
- Ensure your API key and domain are correct in the credential configuration.
- Verify that the user associated with the API key has the necessary permissions to perform the requested operation in Freshworks CRM.
Why is my "Create a Contact" operation failing without a clear error message?
Make sure you have provided all the required input parameters ("FirstName", "LastName", "Email"). A missing required field is a common cause of failure. Also, ensure the email address is in a valid format.
Can I update custom fields on a contact or deal?
Yes, you can use the "CustomUpdates" parameter available in the "Update a Contact" and "Update a Deal" operations. This parameter accepts a JSON string allowing you to specify the custom fields and their new values.
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