ERP Next + Freshworks CRM (Freshsales Suite) Integration

Integrate ERP Next to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Qualify leads, create customers, update records, and trigger follow-ups automatically.

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1.
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • 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)
Arrow Right
2.
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • 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 WorkflowsReady Workflows   for ERP Next + Freshworks CRM (Freshsales Suite) Integration

Capture contacts, organise leads, keep customer records updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your ERP Next + Freshworks CRM (Freshsales Suite) flow

Send details to support, finance, messaging, and marketing tools the moment records update. Pick a combination and activate it in one click.

ERP Next
Freshworks CRM (Freshsales Suite)
+
ShopifyShopify (1)
+
QuickBooks OnlineQuickBooks Online (1)
+
SlackSlack (1)
+
Google DriveGoogle Drive (1)
+
MailchimpMailchimp (1)
+
CalendlyCalendly (1)
S
F
E
Create a Freshworks CRM (Freshsales Suite) deal for every new Shopify order, and create a customer in ERP Next
New Shopify orders instantly generate a deal in Freshworks CRM (Freshsales Suite) and a customer in ERP Next, eliminating manual data entry across systems.

Supported triggers and actions for ERP Next and Freshworks CRM (Freshsales Suite)

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Search lead in ERP Next
Searches for a lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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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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What can you automate with ERP Next + Freshworks CRM (Freshsales Suite)?

Streamline your customer data workflows by connecting ERP Next and Freshworks CRM (Freshsales Suite) for real-time synchronization.

What you can automate?
🔄
Sync new contacts and leads instantly between systems
Create a lead in ERP Next automatically whenever a new contact is created in Freshworks CRM (Freshsales Suite), keeping your sales and operations teams completely aligned.
📋
Capture every submitted custom field across platforms
Map detailed contact properties, custom deal values, and notes from Freshworks CRM (Freshsales Suite) straight into ERP Next fields without losing context.
🔔
Alert your team the moment a deal moves forward
Notify your revenue or support channels in Slack immediately when a high-value deal is created or updated in Freshworks CRM (Freshsales Suite).
🔀
Route records based on submitted field criteria
Send enterprise prospects to specialized ERP Next customer lists while standard leads route to standard tracking views automatically.
✏️
Keep existing records updated as details change
Update contact information and deal statuses in ERP Next whenever modifications occur in Freshworks CRM (Freshsales Suite).
🔍
Search and update existing records to avoid duplicates
Search for existing contacts by email or phone before creating new entries, keeping your database clean and organized.
Handle later status changes like closed deals or tasks
Trigger follow-up tasks in Freshworks CRM (Freshsales Suite) or add issues in ERP Next when deals reach final stages or get marked complete.
🔗
Extend your workflow to marketing and support tools
Connect your ERP Next and Freshworks CRM (Freshsales Suite) core flow with apps like Slack or Google Drive to automate multi-step operations.
And much more...

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

Operations managers, sales leaders, and finance teams connect ERP Next and Freshworks CRM (Freshsales Suite) to eliminate manual data entry and maintain accurate records.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success leads
Client success leads
High-volume sales teams
High-volume sales teams
Fulfillment coordinators
Fulfillment coordinators
Finance analysts
Finance analysts
📈
Sales operations managers
You're tracking customer accounts in ERP Next but your pipeline metrics in Freshworks CRM (Freshsales Suite) only update when someone manually exports records, so the deal stages you review are always outdated — this integration means every new contact lands in both platforms instantly and your reports stay accurate.
Account executives
You need to act fast when prospects book calls, but lead information sits trapped in ERP Next until an administrator moves it over, so you find out about opportunities too late — automating both apps means every incoming submission creates a contact instantly so you can follow up right away.
🤝
Client success leads
You answer to key stakeholders who want to see live pipeline progress, but manually updating deal records across systems causes frustrating delays — connecting these apps means every stage update reflects across platforms automatically and stakeholders see up-to-date task completion.
📊
High-volume sales teams
The volume of inbound prospects is too high for anyone to keep up by hand, leading to missed entries and disjointed customer histories — with this integration, every new lead and deal syncs instantly without manual intervention.
🔄
Fulfillment coordinators
You own the delivery step and depend on sales to hand over deal details from Freshworks CRM (Freshsales Suite) into ERP Next, but manual handovers frequently stall — automating both apps means every won deal populates your fulfillment queue instantly.
📋
Finance analysts
You need a reliable history of customer interactions for auditing, but manual data transfers keep leaving gaps in your records — this integration means every transaction and contact update is logged accurately without omissions.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

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

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

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + Freshworks CRM (Freshsales Suite) 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?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect ERP Next to Freshworks CRM (Freshsales Suite) in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom automation between ERP Next, Freshworks CRM (Freshsales Suite), and 1,500+ other apps.
Can I automatically create a lead in ERP Next when a contact is created in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect ERP Next, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does ERP Next data handle contact and lead synchronization?
Frequently Asked Questions
Can I update deal stages and contacts in Freshworks CRM (Freshsales Suite) automatically?
Frequently Asked Questions
How do I automate workflows between ERP Next and Freshworks CRM (Freshsales Suite) without coding?
Frequently Asked Questions
Is the ERP Next and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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