Freshworks CRM (Freshsales Suite) + Nanonets OCR Integration

Integrate Freshworks CRM (Freshsales Suite) to Nanonets OCR in one click, or tell Integrately AI how you want each contact handled. Extract text from documents, create records, update deals, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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)
  • Nanonets OCR
    Prediction is created in Nanonets OCR Instant
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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)
  • Nanonets OCR
    Create prediction for image file in Nanonets OCR
  • Nanonets OCR
    Create prediction for image url in Nanonets OCR
  • Nanonets OCR
    Create OCR model in Nanonets OCR

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Ready WorkflowsReady Workflows   for Freshworks CRM (Freshsales Suite) + Nanonets OCR Integration

Extract text from documents, create contacts, update deals, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Freshworks CRM (Freshsales Suite) + Nanonets OCR flow

Teams often need to notify colleagues, log data in spreadsheets, or send invoices after documents are processed. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Nanonets OCR
+
GmailGmail (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
+
DocparserDocparser (4)
+
StripeStripe (4)
N
F
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When a new Nanonets OCR prediction is created, create a Freshworks CRM (Freshsales Suite) contact and send an email in Gmail
New extractions appear in Freshworks CRM (Freshsales Suite) instantly while Gmail alerts the client, removing manual data entry.
N
F
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When a new Nanonets OCR prediction is created, create a Freshworks CRM (Freshsales Suite) deal and email the sales team in Gmail
Sales teams receive document details and deal information in Gmail the moment Nanonets OCR finishes processing.
F
N
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When a Freshworks CRM (Freshsales Suite) contact is created, create a prediction for image file in Nanonets OCR and send a summary in Gmail
New CRM contacts trigger document extraction in Nanonets OCR and an email summary via Gmail for your records.
N
F
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Use Claude to analyse Nanonets OCR extractions, create a Freshworks CRM (Freshsales Suite) contact, and email the brief in Gmail
Claude reviews extracted document data before Freshworks CRM (Freshsales Suite) stores it, and Gmail shares the brief.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Nanonets OCR

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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Nanonets OCR
Nanonets OCR Triggers & Actions
Instant
Prediction is created in Nanonets OCR
Triggers the automation when a prediction is created
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Create prediction for image file in Nanonets OCR
Generates a prediction for an image file
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Create prediction for image url in Nanonets OCR
Generates a prediction for an image url
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Create OCR model in Nanonets OCR
Generates a model that can extract text from images or scanned documents
Try it →

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

Turn extracted document data into actionable CRM records and streamline your entire sales workflow.

What you can automate?
📄
Create CRM contacts from document extractions automatically
Whenever a prediction is created in Nanonets OCR, instantly generate a new contact in Freshworks CRM (Freshsales Suite) without manual data entry.
📑
Capture every submitted document field into CRM records
Map all extracted text, address details, and customer information from Nanonets OCR directly into your Freshworks CRM (Freshsales Suite) contact fields.
🔔
Notify your team the moment a document is processed
Alert sales reps in Slack or via email as soon as Nanonets OCR finishes extracting data and creates a Freshworks CRM record.
🔀
Route records based on extracted document values
Apply conditional logic to create priority deals in Freshworks CRM (Freshsales Suite) when Nanonets OCR detects high-value customer orders.
🔄
Keep CRM deals updated as document statuses change
Automatically update deal stages in Freshworks CRM (Freshsales Suite) whenever new Nanonets OCR predictions provide updated customer data.
🔍
Search and update existing contacts instead of creating duplicates
Check existing records in Freshworks CRM (Freshsales Suite) before processing Nanonets OCR extractions to keep your database clean.
💰
Handle payment and billing document milestones seamlessly
Trigger Freshworks CRM task creation and deal updates whenever financial documents are processed and verified by Nanonets OCR.
🔌
Extend your document workflow to external spreadsheets
Log every Nanonets OCR prediction and Freshworks CRM contact automatically into Google Sheets for comprehensive reporting.
And much more...

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

Connecting Freshworks CRM (Freshsales Suite) and Nanonets OCR helps sales teams, data entry specialists, and finance managers eliminate manual document processing and keep records up to date.

Sales managers
Sales managers
Account executives
Account executives
Client success managers
Client success managers
Data entry specialists
Data entry specialists
Sales operations specialists
Sales operations specialists
CRM administrators
CRM administrators
📈
Sales managers
You're reviewing pipeline reports in Freshworks CRM (Freshsales Suite) but your deal records only update when someone manually types in extracted document data, so your forecasting numbers are always a few hours behind — with this integration, every new prediction populates your CRM instantly and your pipeline stays current.
Account executives
You need to follow up on inbound document submissions in Freshworks CRM (Freshsales Suite) immediately, but manual data extraction slows down your response time — with this integration, every contact is created the moment Nanonets OCR finishes processing so you can reach out first.
🤝
Client success managers
You answer to clients who expect their onboarding documentation and contracts to be logged in Freshworks CRM (Freshsales Suite) without delay, but manual entry creates persistent bottlenecks — with this integration, every document is parsed and recorded automatically so client history is always complete.
📋
Data entry specialists
You spend your entire day copying customer details and address predictions from documents into Freshworks CRM (Freshsales Suite), leading to recurring human errors — with this integration, every field is transferred seamlessly and your error rates drop to zero.
🔄
Sales operations specialists
You manage the handoff between document collection and deal creation in Freshworks CRM (Freshsales Suite), but manual handoffs cause records to stall — with this integration, every extracted prediction flows directly into your pipeline tasks without manual friction.
🗂️
CRM administrators
You need a reliable audit history of customer documents attached to accounts in Freshworks CRM (Freshsales Suite), but manual tracking leaves noticeable gaps — with this integration, every record is consistently created and updated without missing a single entry.
Our team

Ready Workflows Did you know?

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

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

Build and manage your Freshworks CRM (Freshsales Suite) + Nanonets OCR 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) + Nanonets OCR 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
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Nanonets OCR?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Nanonets OCR in 1 click using ready templates or ask Integrately AI to build your workflow. It integrates smoothly with apps like Gmail, Slack, HubSpot, Google Sheets, Docparser, and Stripe.
Can I automatically create CRM contacts from Nanonets OCR predictions?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Nanonets OCR, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Nanonets OCR?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact and deal creation in this integration?
Frequently Asked Questions
How does Nanonets OCR pass extracted data to other apps?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Nanonets OCR?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Nanonets OCR integration free?
Frequently Asked Questions
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