Freshworks CRM (Freshsales Suite) + sevDesk Integration

Integrate Freshworks CRM (Freshsales Suite) to sevDesk in one click, or tell Integrately AI how you want each deal handled. Close deals, generate invoices, create vouchers, and update contacts 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)
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
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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)
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Get communication by contact ID in sevDesk
  • sevDesk
    Get address by contact ID in sevDesk
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk

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

Create invoices from deals, generate vouchers from contacts, update orders, and sync client details, all in just one click.

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sevDesk + Freshworks CRM (Freshsales Suite) Integration

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

If you are using sevDesk, then you may want to also use Freshworks CRM (Freshsales Suite) to manage your customer relationships. With the help of this automation, whenever you create a contact in sevDesk, a corresponding contact will be created in Freshworks CRM (Freshsales Suite).

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Freshworks CRM (Freshsales Suite) + sevDesk Integration

Create sevDesk contact 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 contact in sevDesk.

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 sevDesk!
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Freshworks CRM (Freshsales Suite) + sevDesk Integration

Create sevDesk contact from new Freshworks CRM (Freshsales Suite) account

If you have created a account in Freshworks CRM (Freshsales Suite), it's important to create a contact in sevDesk. 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) + sevDesk Integration

Create sevDesk 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 sevDesk 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 sevDesk. 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 sevDesk.
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sevDesk + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) account from new sevDesk invoice

If you're a small business owner who uses sevDesk to manage your finances, you may be wondering if there's a way to automatically create a account profile in Freshworks CRM (Freshsales Suite) whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Freshworks CRM (Freshsales Suite) and sevDesk!
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sevDesk + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new sevDesk invoice

If you use sevDesk to manage your invoice, you can also use Freshworks CRM (Freshsales Suite) to create and manage task associated with those invoice. Creating a task in Freshworks CRM (Freshsales Suite) will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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sevDesk + Freshworks CRM (Freshsales Suite) Integration

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

With the growth of sevDesk, many companies are looking for ways to connect their sevDesk account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Freshworks CRM (Freshsales Suite) every time a contact is created in sevDesk.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + sevDesk flow

Sync billing, schedule meetings, notify your team, and log data across your entire tech stack. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
sevDesk
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
S
S
F
Create a sevDesk invoice for every successful Stripe payment, and log the deal in Freshworks CRM (Freshsales Suite)
Successful Stripe payments immediately generate a sevDesk invoice and update Freshworks CRM (Freshsales Suite), eliminating manual reconciliation.
S
S
F
When a new customer is created in Stripe, create a person contact in sevDesk and add a contact in Freshworks CRM (Freshsales Suite)
New Stripe customers instantly appear in sevDesk and Freshworks CRM (Freshsales Suite) so billing and sales teams share unified records.
S
S
F
When a Stripe refund is issued, create a voucher in sevDesk and update the contact in Freshworks CRM (Freshsales Suite)
Stripe refunds automatically generate a sevDesk voucher and update the relevant contact in Freshworks CRM (Freshsales Suite).

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

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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sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Create invoice in sevDesk
Generates invoices for sales transactions
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Create communication way in sevDesk
Creates a new communication method
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
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What can you automate with Freshworks CRM (Freshsales Suite) + sevDesk?

Streamline your sales-to-accounting pipeline with automated invoices, contact synchronization, and status updates.

What you can automate?
๐Ÿงพ
Generate sevDesk invoices from new CRM deals
Automatically create a sevDesk invoice the moment a deal is created in Freshworks CRM (Freshsales Suite). Eliminate manual data entry and bill your clients faster.
๐Ÿ‘ฅ
Synchronize contacts across both platforms
Map every contact detail from Freshworks CRM (Freshsales Suite) directly into sevDesk. Keep your customer database unified and accurate without double-handling.
๐Ÿ””
Alert your team instantly on Slack
Send real-time notifications to your finance or sales channel whenever a new invoice is created or a deal status changes.
๐Ÿ”€
Route records based on custom deal criteria
Trigger specific accounting workflows in sevDesk depending on the tier or value of the deal submitted in Freshworks CRM (Freshsales Suite).
๐Ÿ”„
Keep records updated as deals change
Automatically update sevDesk orders and invoices whenever deal details or contact information are modified in Freshworks CRM (Freshsales Suite).
๐Ÿ›ก๏ธ
Prevent duplicate entries with smart matching
Search existing contacts and accounts before creating new records, ensuring your database remains clean and free of duplicates.
โฑ๏ธ
Handle refunds and status changes automatically
Generate sevDesk vouchers and update contact statuses instantly when invoices are updated or payments are refunded.
๐Ÿ“ˆ
Extend workflows into Google Sheets
Log every Freshworks CRM (Freshsales Suite) contact and sevDesk invoice into Google Sheets for custom reporting and executive dashboards.
And much more...

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

Sales leaders, finance managers, and operations teams eliminate manual data entry by connecting Freshworks CRM (Freshsales Suite) and sevDesk for instant synchronization.

Finance managers
Finance managers
Sales representatives
Sales representatives
Client success leads
Client success leads
Operations directors
Operations directors
Account executives
Account executives
Business analysts
Business analysts
๐Ÿ“ˆ
Finance managers
You're reviewing revenue reports in sevDesk, but your sales data in Freshworks CRM (Freshsales Suite) updates on a delayed schedule, so your financial forecasting numbers are always a few steps behind โ€” with this integration, every closed deal instantly generates an invoice and keeps your books current.
โšก
Sales representatives
You're closing deals in Freshworks CRM (Freshsales Suite), but your billing team finds out too late to issue timely invoices, causing delayed client onboarding โ€” with this integration, every new deal automatically triggers order creation and accelerates your revenue cycle.
๐Ÿค
Client success leads
You're onboarding clients who expect immediate billing confirmation after signing, but manual invoice creation leaves gaps in communication โ€” with this integration, every contact syncs instantly to create accurate orders and deliver immediate service.
๐Ÿ“Š
Operations directors
You're handling high volumes of customer contacts and orders daily, but manual data transfers between platforms lead to missing records โ€” with this integration, high-frequency workflows run automatically without human bottlenecks or data loss.
๐Ÿ’ผ
Account executives
You're depending on upstream team members to manually hand over closed accounts before billing can begin, leading to frustrating delays โ€” with this integration, account creation in your CRM instantly initiates financial processing in your accounting system.
๐Ÿ”
Business analysts
You're trying to maintain an audit-ready history of customer transactions, but manual logging creates discrepancies between sales and accounting systems โ€” with this integration, every interaction is tracked reliably across both platforms.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + sevDesk

Build and manage your Freshworks CRM (Freshsales Suite) + sevDesk 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) + sevDesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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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How Integrately Works?

1
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2
Connect Accounts
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to sevDesk?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to sevDesk in just 1 click using ready-made templates, or ask Integrately AI to build the automation for you. Connect your accounts, choose your trigger events, and sync your contacts and invoices instantly with tools like Slack, Google Sheets, and Stripe.
Can I automatically create sevDesk invoices from new Freshworks CRM (Freshsales Suite) deals?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), sevDesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and sevDesk?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact synchronization with sevDesk?
Frequently Asked Questions
How are sevDesk invoices and orders updated through Freshworks CRM (Freshsales Suite) triggers?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and sevDesk?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and sevDesk integration free?
Frequently Asked Questions
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