Can Freshworks CRM connect with Iterable?

Yes, Freshworks CRM can connect with Iterable using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Freshworks CRM and Iterable. Configure nodes for Freshworks CRM and Iterable in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Freshworks CRM’s API with n8n?

Yes, with n8n, you can programmatically interact with Freshworks CRM’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Iterable’s API with n8n?

Yes, with n8n, you can programmatically interact with Iterable’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Freshworks CRM and Iterable?

Yes, it is safe to use n8n to integrate Freshworks CRM and Iterable. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Freshworks CRM and Iterable integration in n8n.io?

To start integrating Freshworks CRM and Iterable in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

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Freshworks CRM

Iterable

Freshworks CRM and Iterable integration

Save yourself the work of writing custom integrations for Freshworks CRM and Iterable and use n8n instead. Build adaptable and scalable Marketing, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

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How to connect Freshworks CRM and Iterable

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Freshworks CRM and Iterable integration: Create a new workflow and add the first step

Step 2: Add and configure Freshworks CRM and Iterable nodes

You can find Freshworks CRM and Iterable in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Freshworks CRM and Iterable nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Freshworks CRM and Iterable integration: Add and configure Freshworks CRM and Iterable nodes

Step 3: Connect Freshworks CRM and Iterable

A connection establishes a link between Freshworks CRM and Iterable (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Freshworks CRM and Iterable integration: Connect Freshworks CRM and Iterable

Step 4: Customize and extend your Freshworks CRM and Iterable integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Freshworks CRM and Iterable with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Freshworks CRM and Iterable integration: Customize and extend your Freshworks CRM and Iterable integration

Step 5: Test and activate your Freshworks CRM and Iterable workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Freshworks CRM to Iterable or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Freshworks CRM and Iterable integration: Test and activate your Freshworks CRM and Iterable workflow

Build your own Freshworks CRM and Iterable integration

Create custom Freshworks CRM and Iterable workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Freshworks CRM supported actions

Create

Create an account

Delete

Delete an account

Get

Retrieve an account

Get Many

Retrieve many accounts

Update

Update an account

Create

Create an appointment

Delete

Delete an appointment

Get

Retrieve an appointment

Get Many

Retrieve many appointments

Update

Update an appointment

Create

Create a contact

Delete

Delete a contact

Get

Retrieve a contact

Get Many

Retrieve many contacts

Update

Update a contact

Create

Create a deal

Delete

Delete a deal

Get

Retrieve a deal

Get Many

Retrieve many deals

Update

Update a deal

Create

Create a note

Delete

Delete a note

Update

Update a note

Get

Retrieve a sales activity

Get Many

Retrieve many sales activities

Query

Search for records by entering search queries of your choice

Lookup

Search for the name or email address of records

Create

Create a task

Delete

Delete a task

Get

Retrieve a task

Get Many

Retrieve many tasks

Update

Update a task

Iterable supported actions

Event
User
User List

Track

Record the actions a user perform

Create or Update

Create a new user, or update the current one if it already exists (upsert)

Delete

Delete a user

Get

Get a user

Add

Add user to list

Remove

Remove a user from a list

Freshworks CRM and Iterable integration details

Freshsales is a powerful CRM (Customer Relationships Management) system that helps you personalize engagement and shorten your sales cycle. It is an award-winning software used by thousands of businesses. As a comprehensive solution, it reduces IT complexity & cost, and offers a complete view of your customers.

Freshworks CRM node docs + examples

Freshworks CRM credential docs

See Freshworks CRM integrations

Related categories

Marketing

Sales

Iterable enables marketers to design, improve, and track each interaction throughout the customer journey. It is a cross-channel platform that has more than 1000 customers who benefit from its modern technology and innovative tools.

Iterable node docs + examples

Iterable credential docs

See Iterable integrations

Related categories

Communication

Marketing

Other integrations with Freshworks CRM