Freshworks CRM (Freshsales Suite) + Salesforce Integration

Integrate Freshworks CRM (Freshsales Suite) to Salesforce in one click, or tell Integrately AI how you want each contact handled. Sync contacts and deals, update records, alert your team, and trigger follow-ups 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)
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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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)
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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

Sync contacts, update records, manage deals, alert your team, and trigger follow-ups, all in just one click.

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

Create Freshworks CRM (Freshsales Suite) contact for new Salesforce record

Automatically creating Freshworks CRM (Freshsales Suite) contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Freshworks CRM (Freshsales Suite) + Salesforce Integration

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

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Freshworks CRM (Freshsales Suite) - Salesforce integration, anytime a new Freshworks CRM (Freshsales Suite) contact is created, an Salesforce contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Freshworks CRM (Freshsales Suite) + Salesforce Integration

Create Salesforce record for new Freshworks CRM (Freshsales Suite) contact

When a new contact is created in your Freshworks CRM (Freshsales Suite), you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Freshworks CRM (Freshsales Suite) + Salesforce Integration

Create Salesforce opportunity from new Freshworks CRM (Freshsales Suite) contact

Anytime a new contact is created in your Freshworks CRM (Freshsales Suite), a new opportunity will automatically be created in your Salesforce. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Freshworks CRM (Freshsales Suite) - Salesforce integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + Salesforce flow

Connect your core pipeline to messaging, email, scheduling, marketing, payments, and video tools. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Salesforce
+
SlackSlack (3)
+
GmailGmail (2)
+
CalendlyCalendly (2)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
ZoomZoom (2)
F
S
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Add every new Freshworks CRM (Freshsales Suite) contact to Salesforce, and notify your sales channel in Slack
New contacts appear in Salesforce within seconds and your sales channel hears about it in Slack, so nobody re-types a contact or misses a lead.
F
S
S
When a deal is created in Freshworks CRM (Freshsales Suite), create an opportunity in Salesforce and notify your team in Slack
New deals instantly create opportunities in Salesforce while alerting your revenue channel in Slack to keep everyone informed.
F
S
S
When a contact is updated in Freshworks CRM (Freshsales Suite), update the Salesforce record and post the change in Slack
Contact updates in Freshworks CRM (Freshsales Suite) reflect in Salesforce instantly, with Slack keeping your team in the loop.

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

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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Freshworks CRM (Freshsales Suite) + Salesforce?

Streamline your sales pipeline by automating contact creation, deal tracking, and data synchronization between Freshworks CRM (Freshsales Suite) and Salesforce.

What you can automate?
🔄
Sync contacts between Freshworks CRM (Freshsales Suite) and Salesforce
Automatically create a Salesforce contact whenever a new contact is registered in Freshworks CRM (Freshsales Suite). Eliminate manual copy-pasting and keep your databases aligned.
📋
Capture every submitted contact detail
Map all available contact fields from Freshworks CRM (Freshsales Suite) into separate Salesforce record columns instead of just names and emails. Your database becomes a reliable source for review.
🔔
Alert your team instantly on new records
Notify your sales channel the moment a high-value deal or contact is created in Freshworks CRM (Freshsales Suite) and logged in Salesforce.
🔀
Route records based on submitted deal values
Perform different actions in Salesforce depending on the specific deal stage or account tier submitted through Freshworks CRM (Freshsales Suite).
✏️
Keep Salesforce updated as contacts change
Instantly push contact edits and deal updates from Freshworks CRM (Freshsales Suite) directly into your matching Salesforce records without manual re-entry.
🔍
Search and update instead of creating duplicates
Check if a contact or account already exists in Salesforce before creating a new entry, keeping your database clean and organized.
💰
Handle later status changes and won deals
Automatically update opportunity stages in Salesforce whenever a deal is marked as won or lost in Freshworks CRM (Freshsales Suite).
💬
Extend your workflow with messaging tools
Connect your Freshworks CRM (Freshsales Suite) and Salesforce core flow to Slack so your team receives real-time updates on every pipeline change.
And much more...

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

Connecting Freshworks CRM (Freshsales Suite) and Salesforce eliminates manual data entry, giving sales and operations teams real-time pipeline visibility and accurate records.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success leads
Client success leads
RevOps directors
RevOps directors
Business development reps
Business development reps
Field sales teams
Field sales teams
📈
Sales operations managers
You're managing pipeline data across Freshworks CRM (Freshsales Suite), but your reporting sheet only updates when someone manually exports records, so the metrics you're tracking against are always outdated — automating both apps means every new deal lands in your system instantly and your data stays current.
Account executives
You need to act fast on incoming prospect inquiries in Freshworks CRM (Freshsales Suite), and you find out too late when accounts aren't synced — with this integration, every contact lands in Salesforce immediately so you can reach out first.
🤝
Client success leads
You answer to stakeholders who want to see active client progress, but manual handoffs between Freshworks CRM (Freshsales Suite) and Salesforce cause delays — this integration means all account milestones update in real time without manual tracking.
📊
RevOps directors
The volume of inbound leads in Freshworks CRM (Freshsales Suite) is too high for anyone to keep up by hand, leading to massive reconciliation backlogs — automating both apps means records sync automatically across platforms without manual intervention.
⚙️
Business development reps
You own the outreach step and depend on someone upstream to hand over qualified leads from Freshworks CRM (Freshsales Suite), but delayed handoffs stall momentum — connecting these apps means every new contact triggers your workflow instantly.
🗂️
Field sales teams
You need a reliable customer history in Salesforce but keep finding gaps caused by missed data entry from Freshworks CRM (Freshsales Suite) — automating both apps means every record and deal stays complete and accurate.
Our team

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

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

Build and manage your Freshworks CRM (Freshsales Suite) + Salesforce 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) + Salesforce 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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2
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Salesforce?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Salesforce easily using 1-click automations on Integrately. Choose from ready-made templates for apps like Slack, Gmail, and Calendly, or ask Integrately AI to build your custom workflow instantly.
Can I automatically sync contacts and deals between Freshworks CRM (Freshsales Suite) and Salesforce?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Salesforce?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact data during synchronization?
Frequently Asked Questions
How do Salesforce records update when deals change in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Salesforce?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Salesforce integration free?
Frequently Asked Questions
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