Freshworks CRM (Freshsales Suite) + Erxes Integration

Integrate Erxes to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each customer handled. Create contacts, log company details, update deals, and track follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for Erxes + Freshworks CRM (Freshsales Suite) Integration

Capture customer chats, create contacts, update company details, log notes, and track deals, all in just one click.

Most popular automationsmost-popular-automations
Erxes + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Freshworks CRM (Freshsales Suite) contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Erxes + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Erxes contact

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, a new deal will automatically be created in Freshworks CRM (Freshsales Suite).

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Erxes + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Erxes contact

Freshworks CRM (Freshsales Suite) and Erxes are two powerful cloud-based tools that can be used to improve business productivity. Using this Freshworks CRM (Freshsales Suite) - Erxes integration, you can automatically create task in Freshworks CRM (Freshsales Suite) whenever a new contact is created in Erxes.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Erxes + Freshworks CRM (Freshsales Suite) flow

Send customer data to your spreadsheets, notify teams in chat, and trigger marketing follow-ups after your CRM updates. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Erxes
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (2)
+
CalendlyCalendly (3)
+
StripeStripe (3)
E
F
S
Add every new Erxes customer to Freshworks CRM (Freshsales Suite), and notify your sales team instantly on Slack
New Erxes customers appear in Freshworks CRM (Freshsales Suite) as contacts instantly while your sales channel hears about it on Slack.
E
F
S
When a form submission is received in Erxes, create a deal in Freshworks CRM (Freshsales Suite) and alert your support channel in Slack
Capture form submissions as deals in Freshworks CRM (Freshsales Suite) and keep your support team updated in Slack.
E
F
S
When a company is created in Erxes, create an account in Freshworks CRM (Freshsales Suite) and post the update in Slack
Keep your company accounts synchronized between Erxes and Freshworks CRM (Freshsales Suite) with instant Slack notifications.
E
F
S
When a customer sends a message in Erxes, add a note to the Freshworks CRM (Freshsales Suite) contact and notify Slack
Log customer messages as contact notes in Freshworks CRM (Freshsales Suite) and broadcast updates on Slack.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Erxes

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available

What can you automate with Erxes + Freshworks CRM (Freshsales Suite)?

Streamline your customer engagement workflows by automatically syncing data between Erxes and Freshworks CRM (Freshsales Suite).

What you can automate?
Sync new customers to your CRM instantly
Automatically create a contact in Freshworks CRM (Freshsales Suite) the moment a customer is created in Erxes, removing manual data entry.
📋
Capture every submitted form field
Map all form submission details from Erxes straight into your Freshworks CRM (Freshsales Suite) deals and contact records.
🔔
Alert your team the second a lead arrives
Trigger instant notifications in Slack whenever a new customer or form submission is received in Erxes.
🔀
Route records based on submitted data
Apply conditional logic to handle enterprise submissions differently from standard inquiries within Freshworks CRM (Freshsales Suite).
🔄
Keep account records up to date
Automatically update Freshworks CRM (Freshsales Suite) accounts and contacts whenever company data changes in Erxes.
🔍
Prevent duplicates with smart search
Search existing records by email or phone number in Freshworks CRM (Freshsales Suite) before creating new contacts or deals.
📌
Log conversation notes automatically
Attach incoming messages and knowledge base updates from Erxes as notes inside your Freshworks CRM (Freshsales Suite) contacts.
🌐
Extend your workflow to messaging apps
Connect Erxes and Freshworks CRM (Freshsales Suite) with Slack or Google Sheets to build multi-app operational pipelines.
And much more...

Who is Erxes + Freshworks CRM (Freshsales Suite) integration for?

Teams managing customer chats and sales pipelines eliminate manual data entry, ensuring real-time record synchronization between Erxes and Freshworks CRM (Freshsales Suite).

Performance marketers
Performance marketers
Sales reps
Sales reps
Customer support teams
Customer support teams
Account managers
Account managers
Business owners
Business owners
Operations managers
Operations managers
📈
Performance marketers
You're collecting leads through Erxes chat interactions, but your CRM records only update when someone manually exports data, so your pipeline numbers are always hours out of date — with this integration, every new customer record lands in Freshworks CRM (Freshsales Suite) instantly and your tracking stays current.
💼
Sales reps
You're waiting for chat notifications from Erxes to manually create deals, but leads slip through the cracks during busy hours — automating both apps means every form submission instantly becomes a Freshworks CRM (Freshsales Suite) deal so you can follow up immediately.
🎧
Customer support teams
You're answering queries in Erxes knowledge bases without linking them to active accounts, leading to disjointed customer histories — connecting these apps means every interaction syncs directly into Freshworks CRM (Freshsales Suite) for a complete support timeline.
🤝
Account managers
You're tracking client companies across separate messaging and CRM tools, but details often mismatch between Erxes and Freshworks CRM (Freshsales Suite) — with this integration, company updates flow seamlessly to keep account records perfectly aligned.
🚀
Business owners
You're manually transferring customer data from Erxes chats into Freshworks CRM (Freshsales Suite), wasting hours on repetitive administrative tasks — automating Erxes and Freshworks CRM (Freshsales Suite) means your data flows instantly and your team focuses on closing deals.
⚙️
Operations managers
You're dealing with fragmented data entry between customer support chats and sales pipelines, causing visibility gaps in reporting — this integration means every Erxes submission updates your Freshworks CRM (Freshsales Suite) pipeline without manual intervention.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Erxes

Build and manage your Freshworks CRM (Freshsales Suite) + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Erxes to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Erxes and Freshworks CRM (Freshsales Suite) in one click using pre-built templates or ask Integrately AI to build the integration. It links smoothly with Slack, Google Sheets, and Mailchimp.
Can I automatically create Freshworks CRM (Freshsales Suite) contacts from new Erxes customer records?
Frequently Asked Questions
Can I connect Erxes, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Erxes handle data synchronization with Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How do Freshworks CRM (Freshsales Suite) deals update from Erxes form submissions?
Frequently Asked Questions
Can I automate Erxes and Freshworks CRM (Freshsales Suite) without coding?
Frequently Asked Questions
Is the Erxes and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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