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Freshworks CRM 节点#

¥Freshworks CRM node

使用 Freshworks CRM 节点自动化 Freshworks CRM 中的工作，并将 Freshworks CRM 与其他应用集成。n8n 内置支持多种 Freshworks CRM 功能，包括创建、更新、删除和检索账户、预约、联系人、交易、备注、销售活动等。

¥Use the Freshworks CRM node to automate work in Freshworks CRM, and integrate Freshworks CRM with other applications. n8n has built-in support for a wide range of Freshworks CRM features, including creating, updating, deleting, and retrieve, accounts, appointments, contacts, deals, notes, sales activity and more.

本页列出了 Freshworks CRM 节点支持的操作列表以及更多资源的链接。

¥On this page, you'll find a list of operations the Freshworks CRM node supports and links to more resources.

Credentials

请参阅 Freshworks CRM 凭据 以了解有关设置身份验证的指导。

¥Refer to Freshworks CRM credentials for guidance on setting up authentication.

操作#

¥Operations

  • 账户

¥Account

  • 创建账户

    ¥Create an account

  • 删除账户

    ¥Delete an account

  • 检索账户

    ¥Retrieve an account

  • 检索所有账户

    ¥Retrieve all accounts

  • 更新账户

    ¥Update an account

  • 预约

¥Appointment

  • 创建预约

    ¥Create an appointment

  • 删除预约

    ¥Delete an appointment

  • 检索预约

    ¥Retrieve an appointment

  • 检索所有预约

    ¥Retrieve all appointments

  • 更新预约

    ¥Update an appointment

  • 联系人

¥Contact

  • 创建联系人

    ¥Create a contact

  • 删除联系人

    ¥Delete a contact

  • 检索联系人

    ¥Retrieve a contact

  • 检索所有联系人

    ¥Retrieve all contacts

  • 更新联系人

    ¥Update a contact

  • 交易

¥Deal

  • 创建交易

    ¥Create a deal

  • 删除交易

    ¥Delete a deal

  • 检索交易

    ¥Retrieve a deal

  • 检索所有交易

    ¥Retrieve all deals

  • 更新交易信息

    ¥Update a deal

  • 注意

¥Note

  • 创建注意

    ¥Create a note

  • 删除备注

    ¥Delete a note

  • 更新备注

    ¥Update a note

  • 销售活动

¥Sales Activity

  • 检索销售活动

    ¥Retrieve a sales activity

  • 检索所有销售活动

    ¥Retrieve all sales activities

  • 任务

¥Task

  • 创建任务

    ¥Create a task

  • 删除任务

    ¥Delete a task

  • 检索任务

    ¥Retrieve a task

  • 检索所有任务

    ¥Retrieve all tasks

  • 更新任务

    ¥Update a task

模板和示例#

¥Templates and examples

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What to do if your operation isn't supported#

If this node doesn't support the operation you want to do, you can use the HTTP Request node to call the service's API.

You can use the credential you created for this service in the HTTP Request node:

  1. In the HTTP Request node, select Authentication > Predefined Credential Type.
  2. Select the service you want to connect to.
  3. Select your credential.

Refer to Custom API operations for more information.