Freshworks CRM (Freshsales Suite) + IRIS KashFlow Integration

Integrate Freshworks CRM (Freshsales Suite) to IRIS KashFlow in one click, or tell Integrately AI how you want each deal handled. Generate invoices, search customers, record payments, and keep your accounting synchronized 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)
  • IRIS KashFlow
    Create invoice in IRIS KashFlow
  • IRIS KashFlow
    Search invoice in IRIS KashFlow
  • IRIS KashFlow
    Search customer in IRIS KashFlow
  • IRIS KashFlow
    Create customer in IRIS KashFlow
  • IRIS KashFlow
    Add payment in IRIS KashFlow

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + IRIS KashFlow Integration

Create invoices for new deals, search customer accounts, update contact records, and record payments, all in just one click.

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

Create IRIS KashFlow customer for new Freshworks CRM (Freshsales Suite) contact

In order to keep your accounting and customer records in sync, when you create a contact in Freshworks CRM (Freshsales Suite), this automation will automatically create a customer in IRIS KashFlow.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Freshworks CRM (Freshsales Suite) and IRIS KashFlow!
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Freshworks CRM (Freshsales Suite) + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Freshworks CRM (Freshsales Suite) account

If you have created a account in Freshworks CRM (Freshsales Suite), it's important to create a customer in IRIS KashFlow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Freshworks CRM (Freshsales Suite) + IRIS KashFlow Integration

Create IRIS KashFlow order for new Freshworks CRM (Freshsales Suite) deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Freshworks CRM (Freshsales Suite) and IRIS KashFlow work together to make accounting and bookkeeping simple.

When you create a deal in Freshworks CRM (Freshsales Suite), it will automatically create an order in IRIS KashFlow. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Freshworks CRM (Freshsales Suite) and IRIS KashFlow.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + IRIS KashFlow flow

Streamline billing operations, manage customer communication, and keep financial tracking completely synchronized across your business tools. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
IRIS KashFlow
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
ShopifyShopify (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
F
I
S
Create an IRIS KashFlow customer when a deal is created in Freshworks CRM (Freshsales Suite), and generate a payment link in Stripe
New deals in Freshworks CRM (Freshsales Suite) instantly set up an IRIS KashFlow customer and generate a Stripe payment link, removing manual billing setup.
F
I
S
When a payment is completed in Stripe, create an invoice in IRIS KashFlow and add a note to the contact in Freshworks CRM (Freshsales Suite)
Stripe payments automatically generate an IRIS KashFlow invoice and update Freshworks CRM (Freshsales Suite), keeping your financial records and sales pipeline aligned.
F
I
S
If a Stripe subscription fails, search the customer in IRIS KashFlow and create a task in Freshworks CRM (Freshsales Suite)
Failed Stripe subscriptions instantly flag the customer in IRIS KashFlow and create a follow-up task in Freshworks CRM (Freshsales Suite) for your team.
F
I
S
Use ChatGPT to analyze failed Stripe charges, create an IRIS KashFlow record, and update the deal in Freshworks CRM (Freshsales Suite)
ChatGPT analyzes failed Stripe charges to log notes in IRIS KashFlow and update Freshworks CRM (Freshsales Suite) deals for immediate review.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and IRIS KashFlow

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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IRIS KashFlow
IRIS KashFlow Triggers & Actions
No trigger is available
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
Try it โ†’
Search invoice in IRIS KashFlow
Locates and retrieves invoices with
Try it โ†’
Search customer in IRIS KashFlow
Locates and retrieves customer information
Try it โ†’
Create customer in IRIS KashFlow
Adds a new customer to the database
Try it โ†’
Add payment in IRIS KashFlow
Adds payment details to the system
Try it โ†’

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

Streamline your entire revenue workflow by connecting sales deals directly to accounting invoices and payment records.

What you can automate?
๐Ÿงพ
Create invoices automatically from new sales deals
Generate an IRIS KashFlow invoice the moment a deal is created in Freshworks CRM (Freshsales Suite). Remove manual billing entry and speed up payment collection.
๐Ÿ—‚๏ธ
Capture every submitted contact and deal field
Map all available contact and deal details from Freshworks CRM (Freshsales Suite) into IRIS KashFlow customer profiles instead of just names and emails.
๐Ÿ””
Alert your finance team when deals close
Send instant notifications to your accounting channel whenever a new invoice is generated or a payment is recorded.
๐Ÿ”€
Route invoices based on deal criteria
Create different invoice types or apply specific tax rules in IRIS KashFlow depending on the deal amount or product category in Freshworks CRM (Freshsales Suite).
๐Ÿ”„
Keep accounting records updated as deals change
Automatically update customer details in IRIS KashFlow whenever contact or account information is modified in Freshworks CRM (Freshsales Suite).
๐Ÿ”Ž
Search and update existing customer records
Search for existing customer profiles in IRIS KashFlow before creating new entries, preventing duplicate accounts for recurring buyers.
๐Ÿ’ณ
Record payments and track status changes
Log payments in IRIS KashFlow and update deal stages in Freshworks CRM (Freshsales Suite) the moment transactions succeed.
๐Ÿ”Œ
Extend billing flows to payment gateways
Connect Freshworks CRM (Freshsales Suite) and IRIS KashFlow with Stripe to automatically generate payment links and reconcile transactions.
And much more...

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

Connecting Freshworks CRM (Freshsales Suite) to IRIS KashFlow eliminates manual data entry between your sales pipeline and accounting ledger.

Finance directors and controllers
Finance directors and controllers
Sales managers and team leads
Sales managers and team leads
Client success and account executives
Client success and account executives
Operations coordinators and billing specialists
Operations coordinators and billing specialists
Accounting teams and bookkeepers
Accounting teams and bookkeepers
Business owners and founders
Business owners and founders
๐Ÿ“ˆ
Finance directors and controllers
You're reviewing revenue reports in Freshworks CRM (Freshsales Suite), but your accounting records only update when someone manually creates invoices, so your cash flow figures are always incomplete โ€” automating both apps means every closed deal instantly generates an IRIS KashFlow invoice and your financial statements stay current.
โšก
Sales managers and team leads
You need to track deal closures and billing status in Freshworks CRM (Freshsales Suite), but manual handoffs to accounting cause frustrating delays โ€” with this integration, every new deal automatically sets up customer profiles and triggers billing workflows without waiting for manual exports.
๐Ÿค
Client success and account executives
You answer to clients who expect prompt invoicing after closing a deal in Freshworks CRM (Freshsales Suite), but billing errors stall your progress โ€” automating both apps means payment links and invoice records are generated instantly upon deal creation.
๐Ÿ“‹
Operations coordinators and billing specialists
The volume of new customer records in Freshworks CRM (Freshsales Suite) is too high for anyone to keep up by hand, leading to missed billing entries โ€” connecting these apps means customer details flow straight into IRIS KashFlow the moment a deal is won.
๐Ÿ’ผ
Accounting teams and bookkeepers
You own the billing workflow and depend on sales reps to hand over customer details from Freshworks CRM (Freshsales Suite), but key information is often missing โ€” this integration means every account record arrives complete with all submitted order details ready for invoicing.
๐Ÿ”
Business owners and founders
You need a reliable audit history between your sales pipeline and accounting, but you keep finding discrepancies in customer records โ€” automating both apps means every contact and invoice matches perfectly across your entire business stack.
Our team

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

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

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Connect Freshworks CRM (Freshsales Suite) + IRIS KashFlow with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to IRIS KashFlow?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to IRIS KashFlow using 1-click automations on Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow with Stripe, Slack, or Google Sheets in minutes.
Can I automatically create an IRIS KashFlow invoice from a Freshworks CRM (Freshsales Suite) deal?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), IRIS KashFlow, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and IRIS KashFlow?
Frequently Asked Questions
How are contacts updated between Freshworks CRM (Freshsales Suite) and IRIS KashFlow?
Frequently Asked Questions
Can I search for existing customers in IRIS KashFlow before creating an invoice?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and IRIS KashFlow?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and IRIS KashFlow integration free?
Frequently Asked Questions
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You Can Also Connect Freshworks CRM (Freshsales Suite) or IRIS KashFlow With 1500+ Other Apps

Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Connect Freshworks CRM (Freshsales Suite) to sales, marketing, and support tools to manage leads and optimize your pipeline.
IRIS KashFlow
Popular IRIS KashFlow Integrations
Sync IRIS KashFlow with banking, expense tracking, and reporting tools to keep your financial stack working together.