Freshworks CRM (Freshsales Suite) + WATI Integration

Integrate Freshworks CRM (Freshsales Suite) to WATI in one click, or tell Integrately AI how you want each lead handled. Create contacts, send template messages, update attributes, 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)
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI 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)
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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

Capture leads, send template messages, update contact attributes, trigger follow-ups, all in just one click.

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

Send WATI message for new Freshworks CRM (Freshsales Suite) task

With this Freshworks CRM (Freshsales Suite) - WATI integration, whenever a new task is created in Freshworks CRM (Freshsales Suite), message will be sent via WATI. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Freshworks CRM (Freshsales Suite) + WATI Integration

Send WATI message for new Freshworks CRM (Freshsales Suite) deal

Whenever a new deal is created in your Freshworks CRM (Freshsales Suite), you'll want to communicate with your team to make sure everyone is on the same page. Sending WATI message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Freshworks CRM (Freshsales Suite) - WATI integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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WATI + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal from new WATI contact

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

This WATI - Freshworks CRM (Freshsales Suite) 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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Freshworks CRM (Freshsales Suite) + WATI Integration

Create WATI 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) - WATI integration, anytime a new Freshworks CRM (Freshsales Suite) contact is created, an WATI 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) + WATI Integration

Send WATI message for new Freshworks CRM (Freshsales Suite) contact

Anytime a new contact is added to your Freshworks CRM (Freshsales Suite), automatically send them a message through WATI letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Freshworks CRM (Freshsales Suite) - WATI integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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WATI + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new WATI 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 WATI - Freshworks CRM (Freshsales Suite) integration, anytime a new WATI contact is created, an Freshworks CRM (Freshsales Suite) 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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Connect more apps to your Freshworks CRM (Freshsales Suite) + WATI flow

Keep your marketing lists current, log bookings, manage orders, and alert your team across your entire stack. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
WATI
+
ShopifyShopify (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
SlackSlack (3)
S
F
W
Create a Freshworks CRM contact for every Shopify order, and send a confirmation template message in WATI
New Shopify orders instantly create a Freshworks CRM (Freshsales Suite) contact and trigger a WATI template message, keeping your customer records and chats aligned.
S
F
W
When a Shopify customer is created, create the contact in Freshworks CRM (Freshsales Suite) and update their contact attributes in WATI
New Shopify customer accounts are logged in Freshworks CRM (Freshsales Suite) and updated in WATI automatically, keeping customer data synchronised.
S
F
W
When a Shopify order is fulfilled, update the deal in Freshworks CRM (Freshsales Suite) and send a shipping template message in WATI
Fulfilled Shopify orders update your Freshworks CRM (Freshsales Suite) deals and trigger a WATI shipping notification instantly.

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

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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WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
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Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
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Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
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Send template message in WATI
Sends a reply
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Send session message in WATI
Sends a session message
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Create contact in WATI
Adds a new contact to the database
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Update contact attributes in WATI
Updates contact information with new details
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What can you automate with Freshworks CRM (Freshsales Suite) + WATI?

Synchronise customer records, trigger automated messaging campaigns, and streamline your entire sales and support pipeline.

What you can automate?
💬
Send WhatsApp messages on new contact creation
Automatically send a template message in WATI the moment a new contact is created in Freshworks CRM (Freshsales Suite). Engage leads instantly without manual intervention.
📋
Map every submitted field into contact attributes
Capture all available details from Freshworks CRM (Freshsales Suite) and update contact attributes in WATI accurately. Your WhatsApp profile data stays detailed and complete.
🔔
Notify team members when customer replies arrive
Receive immediate updates in your workflow when a message or reply is received in WATI. Never miss a critical customer response again.
🔀
Route messages based on deal stage updates
Trigger different WATI template messages depending on deal updates in Freshworks CRM (Freshsales Suite). Deliver tailored messaging matched to pipeline progression.
🔄
Keep contact records synchronized across platforms
Update WATI contact attributes automatically whenever contact details change in Freshworks CRM (Freshsales Suite). Eliminate mismatched customer information.
🛡️
Prevent duplicates with smart contact operations
Use create or update contact operations in Freshworks CRM (Freshsales Suite) to maintain clean databases. Avoid redundant entries when processing high-volume messages.
📈
Trigger follow-ups when deals are updated
Send targeted follow-up messages in WATI when a deal is updated or won in Freshworks CRM (Freshsales Suite). Keep momentum high after key pipeline milestones.
🔗
Extend workflows to Shopify orders and data
Connect Shopify orders to Freshworks CRM (Freshsales Suite) and trigger automated WATI delivery updates. Build multi-app pipelines that run automatically.
And much more...

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

Sales teams, customer support managers, and operations leaders use this integration to eliminate manual data entry, speed up messaging, and keep communication flowing.

Sales operations managers
Sales operations managers
Support team leads
Support team leads
Account executives
Account executives
Sales development reps
Sales development reps
Customer success managers
Customer success managers
CRM administrators
CRM administrators
📈
Sales operations managers
You're pulling daily pipeline reports from Freshworks CRM (Freshsales Suite) but contact updates lag behind actual messaging activity, so your conversion metrics are always out of date — with this integration, every contact syncs instantly and your pipeline numbers stay current.
Support team leads
You need to respond immediately when customers reach out via WATI, but manual lookup in Freshworks CRM (Freshsales Suite) slows down your team — with this integration, contact records update automatically and replies go out right away.
🤝
Account executives
You report weekly progress to clients who expect timely follow-ups, but scattered records cause missed communications — with this integration, every message and deal update is logged seamlessly across your platforms.
🚀
Sales development reps
You manage high inbound lead volumes in Freshworks CRM (Freshsales Suite) that take hours to reach out to manually, leading to cold prospects — with this integration, automated WhatsApp messages trigger the moment new contacts arrive.
🎯
Customer success managers
You own the onboarding stage and depend on sales to hand over Freshworks CRM (Freshsales Suite) deal notes, but manual handovers frequently fail — with this integration, your success workflow triggers instantly upon deal creation.
🗂️
CRM administrators
You need a reliable customer history in Freshworks CRM (Freshsales Suite) but find gaps left by manual chat logging, breaking your audit trails — with this integration, every WATI interaction is captured accurately without missing a beat.
Our team

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

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

How do I connect Freshworks CRM (Freshsales Suite) to WATI?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to WATI in 1-click using ready templates or ask Integrately AI to build the automation. It links your CRM data directly with WhatsApp messaging.
What is the main benefit of integrating Freshworks CRM (Freshsales Suite) with WATI?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), WATI, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and WATI?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact updates in this integration?
Frequently Asked Questions
How are WhatsApp messages sent through WATI in these automations?
Frequently Asked Questions
Do I need coding skills to set up Freshworks CRM (Freshsales Suite) and WATI automations?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and WATI integration free?
Frequently Asked Questions
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