Freshworks CRM (Freshsales Suite) + Lexware Integration

Integrate Freshworks CRM (Freshsales Suite) to Lexware in one click, or tell Integrately AI how you want each deal handled. Create invoices, update contacts, track orders, and log vouchers 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)
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware 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)
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Create contact in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware

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

Generate invoices from deals, sync contacts, create delivery notes, and record vouchers, all in just one click.

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

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

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new contact is created in Lexware. Just connect your accounts, and every time a new contact is created in Lexware, 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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Lexware + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Lexware 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 Lexware 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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Lexware + Freshworks CRM (Freshsales Suite) Integration

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

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

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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Freshworks CRM (Freshsales Suite) + Lexware Integration

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

If you're using Freshworks CRM (Freshsales Suite) to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Freshworks CRM (Freshsales Suite), a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Lexware flow

Bring customer data, payment updates, and team notifications into your accounting and sales operations. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Lexware
+
ShopifyShopify (5)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
S
F
L
Create a deal in Freshworks CRM (Freshsales Suite) for every new Shopify order, and create an invoice in Lexware
New Shopify orders instantly generate a sales deal in Freshworks CRM (Freshsales Suite) and an invoice in Lexware, eliminating manual data entry across platforms.
S
F
L
When a Shopify customer is created, create a contact in Freshworks CRM (Freshsales Suite) and update contact in Lexware
New buyers in Shopify immediately populate your Freshworks CRM (Freshsales Suite) contact list and update Lexware records without manual copying.
S
F
L
If a Shopify order is paid, create a voucher in Lexware and create a task for contact in Freshworks CRM (Freshsales Suite)
Paid Shopify orders trigger a Lexware voucher and a follow-up task in Freshworks CRM (Freshsales Suite) for your team.
S
F
L
Use Claude to evaluate Shopify orders, create a deal in Freshworks CRM (Freshsales Suite), and create an invoice in Lexware
Claude reviews incoming Shopify orders before Freshworks CRM (Freshsales Suite) logs the deal and Lexware issues the invoice.
S
F
L
When a Shopify fulfillment is completed, create a delivery note in Lexware and update deal in Freshworks CRM (Freshsales Suite)
Fulfilled Shopify orders automatically generate a Lexware delivery note and update the deal status in Freshworks CRM (Freshsales Suite).

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

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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Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
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Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
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Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
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Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
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Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
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Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
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Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
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Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
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Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
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Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
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Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
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Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
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Get invoice by ID in Lexware
Generates a new invoice
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Create delivery note in Lexware
Creates a new delivery note
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Create confirmation order in Lexware
Creates a confirmation order
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Update article in Lexware
Modifies an existing article
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Search article by number in Lexware
Retrieves information about a specific article
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Create a quotation in Lexware
Creates a new workspace
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Search contact in Lexware
Finds and retrieves contact information
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Update contact in Lexware
Updates contact information with new details
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Create contact in Lexware
Adds a new contact to the database
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
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Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’

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

Streamline your entire revenue cycle from initial sales deal creation to final accounting and invoicing.

What you can automate?
๐Ÿงพ
Generate invoices instantly from new sales deals
Automatically create an invoice in Lexware the moment a new deal is created in Freshworks CRM (Freshsales Suite). Eliminate manual copying and accelerate your billing cycle.
๐Ÿ‘ฅ
Sync customer contacts across CRM and accounting
Ensure every contact created or updated in Freshworks CRM (Freshsales Suite) instantly updates matching contact records in Lexware. Keep customer data completely aligned.
๐Ÿ””
Alert your finance team on new billing events
Send instant notifications to your team whenever an invoice is issued or a payment status changes, ensuring quick turnaround on financial tasks.
๐Ÿ”€
Route records based on submitted deal criteria
Apply conditional logic to route deals into specific Lexware billing categories or create targeted tasks in Freshworks CRM (Freshsales Suite) based on deal size.
๐Ÿ”„
Keep account information updated in real time
Modify account and contact details in Lexware automatically whenever corresponding records are modified in Freshworks CRM (Freshsales Suite).
๐Ÿ›ก๏ธ
Prevent duplicate records with smart matching
Search existing contacts by email or phone before creating new entries, ensuring your databases remain clean and free of duplicate profiles.
๐Ÿ“ฆ
Automate fulfillment and delivery note creation
Generate delivery notes and order confirmations in Lexware as soon as deals progress or fulfillment milestones are reached in Freshworks CRM (Freshsales Suite).
๐ŸŒ
Extend your sales workflow to external tools
Connect Freshworks CRM (Freshsales Suite) and Lexware with communication channels like Slack or spreadsheets like Google Sheets to build robust multi-step pipelines.
And much more...

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

Connecting Freshworks CRM (Freshsales Suite) and Lexware eliminates manual data entry between your sales pipeline and accounting system, keeping revenue records accurate.

Revenue operations managers
Revenue operations managers
Sales team leads
Sales team leads
Account executives
Account executives
Finance directors
Finance directors
Billing specialists
Billing specialists
Customer success heads
Customer success heads
๐Ÿ“ˆ
Revenue operations managers
You're responsible for pipeline reporting, but sales deals and accounting invoices live in separate silos so your monthly revenue numbers are always lagging โ€” this integration means every closed deal in Freshworks CRM (Freshsales Suite) triggers an automatic invoice in Lexware instantly and your financial dashboard stays current.
โšก
Sales team leads
You need to act fast when new contacts convert, but manual data entry delays billing and account setup until it is too late โ€” connecting these apps means new deals in Freshworks CRM (Freshsales Suite) generate Lexware invoices immediately and your billing cycle runs without friction.
๐Ÿค
Account executives
You answer to clients who expect prompt invoicing after closing a deal, but copying details into Lexware by hand leads to bottlenecks โ€” with this integration, customer records and invoices flow seamlessly between platforms and your clients receive accurate documents on time.
๐Ÿ“Š
Finance directors
The volume of closed sales is too high for anyone to keep up with manual bookkeeping, causing discrepancies between CRM pipelines and accounting books โ€” automating both apps means every contact and invoice matches perfectly across systems without manual oversight.
๐Ÿ’ผ
Billing specialists
You own the invoicing step and depend on sales reps to hand over deal details, but missing fields lead to constant follow-ups โ€” this integration means customer and deal data populates Lexware quotes and invoices automatically the moment they are created in Freshworks CRM (Freshsales Suite).
๐Ÿ”
Customer success heads
You need a reliable history of customer interactions and billing status, but keep finding gaps between CRM notes and accounting records โ€” connecting these apps means every contact update and invoice is logged reliably in both tools.
Our team

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

Build and manage your Freshworks CRM (Freshsales Suite) + Lexware 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) + Lexware 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 โ€” 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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1
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2
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Lexware?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Lexware in 1-click using ready-made automations on Integrately or by asking Integrately AI to build your custom workflow.
Can I automatically generate Lexware invoices from Freshworks CRM (Freshsales Suite) deals?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Lexware?
Frequently Asked Questions
How are contacts synchronized between Freshworks CRM (Freshsales Suite) and Lexware?
Frequently Asked Questions
Can I create delivery notes in Lexware from Freshworks CRM (Freshsales Suite) updates?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Lexware?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Lexware integration free?
Frequently Asked Questions
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