Freshworks CRM (Freshsales Suite) + Document360 Integration

Integrate Document360 to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Create documents, update records, notify your team, and keep your product documentation perfectly aligned with customer data 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)
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product 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)
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360

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Ready Workflows Ready Workflows for Document360 + Freshworks CRM (Freshsales Suite) Integration

Create documentation from new contacts, update records when deals change, search documentation for new tasks, and keep teams aligned, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Document360 + Freshworks CRM (Freshsales Suite) flow

Share documentation updates with your team, sync contact data with marketing lists, and trigger follow-up tasks across your stack. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Document360
+
SlackSlack (5)
+
MailchimpMailchimp (5)
+
HubSpotHubSpot (5)
+
Google DriveGoogle Drive (5)
+
CalendlyCalendly (5)
+
ZoomZoom (5)
F
D
S
Add every new Freshworks CRM (Freshsales Suite) contact as a Document360 document, and notify your sales channel in Slack
New Freshworks CRM (Freshsales Suite) contacts instantly generate documentation in Document360 while your sales channel receives an instant alert in Slack.
F
D
S
When a Freshworks CRM (Freshsales Suite) deal is created, update the matching Document360 document and alert the team in Slack
Deal creation events in Freshworks CRM (Freshsales Suite) automatically trigger document updates in Document360 and post summaries to Slack.
F
D
S
If a Freshworks CRM (Freshsales Suite) contact is updated, search Document360 and notify your support channel in Slack
Contact updates in Freshworks CRM (Freshsales Suite) trigger a Document360 search and a targeted Slack notification.
F
D
S
When a Freshworks CRM (Freshsales Suite) task is created, create a Document360 document and announce it in Slack
New tasks in Freshworks CRM (Freshsales Suite) generate documentation records in Document360 and notify your team in Slack.
F
D
S
Use ChatGPT to summarize Freshworks CRM (Freshsales Suite) deal updates, create a Document360 document, and post in Slack
AI summarizes deal changes from Freshworks CRM (Freshsales Suite), saves them in Document360, and posts briefs in Slack.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Document360

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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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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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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Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
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What can you automate with Document360 + Freshworks CRM (Freshsales Suite)?

Streamline your sales workflows and documentation management by connecting your CRM and knowledge base.

What you can automate?
🔄
Sync CRM contacts to product documentation
Automatically generate a Document360 document whenever a new contact is created in Freshworks CRM (Freshsales Suite). Eliminate manual copying and keep your records aligned.
📋
Capture every submitted contact and deal field
Map all available contact, account, and deal properties from Freshworks CRM (Freshsales Suite) straight into your Document360 files for thorough record-keeping.
🔔
Alert your team instantly on updates
Notify team channels in Slack the moment a deal is created or updated in Freshworks CRM (Freshsales Suite) alongside your documentation updates.
🔀
Route records based on submitted criteria
Take different actions depending on specific deal values or account tiers submitted in Freshworks CRM (Freshsales Suite) to ensure targeted documentation workflows.
📝
Keep documentation updated as deals change
Automatically update matching Document360 documents whenever deal stages or contact details are modified in Freshworks CRM (Freshsales Suite).
🔍
Search and update instead of creating duplicates
Search existing documents in Document360 before making updates, ensuring clean records and preventing duplicate entries for recurring contacts.
🎯
Handle later deal stage and task changes
Trigger automated documentation updates when tasks are completed or deals are marked closed in Freshworks CRM (Freshsales Suite).
💬
Extend your workflow to team messaging apps
Connect your core Document360 and Freshworks CRM (Freshsales Suite) setup with Slack to notify team members instantly upon every customer event.
And much more...

Who is Document360 + Freshworks CRM (Freshsales Suite) integration for?

Sales managers and product documentation leads who need to synchronize customer relationship records with help guides and knowledge bases without manual data entry.

Operations analysts
Operations analysts
Sales managers
Sales managers
Customer success leads
Customer success leads
Support team supervisors
Support team supervisors
Account executives
Account executives
Compliance officers
Compliance officers
📈
Operations analysts
You're reporting on CRM metrics and documentation coverage but your tracking sheets only update when someone manually exports records, so the metrics you review are always a few hours behind — with this integration, every new record syncs instantly and your reports stay current.
⚡
Sales managers
You need to act fast when high-value prospects enter your pipeline, and right now you find out too late because knowledge bases and CRM tools are disconnected — with this integration, every deal change triggers immediate updates and your team stays informed.
🤝
Customer success leads
You answer to enterprise clients who want to see active documentation progress tied to their account milestones, but manual tracking leads to gaps — with this integration, every account event updates your knowledge base and clients see accurate progress.
📊
Support team supervisors
The volume of incoming support tickets and customer contacts is too high for anyone to keep documentation updated by hand, leading to outdated help guides — with this integration, every contact event flows directly into your knowledge base automatically.
💼
Account executives
You own the closing step and depend on upstream CRM handoffs to prepare client documentation, but manual handoffs cause delays — with this integration, every task and deal update triggers instant documentation creation.
🗂️
Compliance officers
You need a reliable history of all customer interactions and associated product guides, but manual logging keeps finding gaps in the audit trail — with this integration, every record is tracked consistently across both systems.
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Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Document360

Build and manage your Freshworks CRM (Freshsales Suite) + Document360 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) + Document360 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.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Document360 to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Document360 to Freshworks CRM (Freshsales Suite) using 1-click automations and Integrately AI. Choose from ready templates or describe your custom flow to sync contacts and update documentation effortlessly with 1,500+ other apps.
Can I automatically create a Document360 document when a new Freshworks CRM contact is created?
Frequently Asked Questions
Can I connect Document360, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Document360 and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Document360 handle data updates from Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I search existing Document360 files using Freshworks CRM deal data?
Frequently Asked Questions
Do I need coding skills to automate Document360 and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Document360 and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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