Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

Freshworks CRM

 with 

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With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

Freshworks CRM

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INTEGRATE EVERYTHING

Available integration methods

Leads

  • Delete Lead: Delete a Lead.
  • List Lead Filters: Get a List of All Lead Filters.
  • Create Lead: Create a New Lead.
  • List All Leads by View ID: Get a List of All Leads by View ID.
  • Update Lead: Update a Lead.
  • Get Lead: Get a Lead.

Contacts

  • Create Contact: Create a New Contact.
  • List Contact Filters: Get a List of All Contact Filters.
  • Get Contact: Get a Contact.
  • Update Contact: Update a Contact.
  • Delete Contact: Delete a Contact.
  • List All Contacts by View ID: Get a List of All Contacts by View ID.

Accounts

  • Get Account: Get an Account.
  • List All Accounts by View ID: Get a List of All Accounts by View ID (retrieve View ID from Account Filters).
  • List Account Filters: Get a List of All Account Filters.
  • Delete Account: Delete an Account.
  • Create Account: Create an Account.
  • Update Account: Update an Account.

Appointments

  • List Appointments: Get a list of filtered appointments i.e get your past and upcoming appointments.

Marketing Automations

  • Create Automation Email: Create a new Marketing Automation Email.

Groups

  • List Groups: Get all groups.

Contacts

  • Get Contact(s) By Email: Get all contacts with a given email address.
  • Get Contacts By Opportunity ID: Get all contact(s) that are associated with a given opportunity.
  • Get New Contacts: Get new contacts since last run time.
  • Get Contact: Get a specific contact.
  • List Contacts: Get all contacts.
  • Create Contact: Create a new Contact.
  • Update Contact: Update an already existing contact.
  • Get Updated Contacts: Get updated contacts since last run time.
  • Delete Contact: Delete an existing contact.

Opportunities

  • Associate Opportunity To Contact: Associate the contact (if it is not already present) to a opportunity.
  • Get Opportunity Product: Get a specific opportunity product.
  • Delete Opportunity: Delete an existing opportunity.
  • Get Opportunity Processes: Get all processes.
  • Get Opportunity: Get a specific opportunity.
  • Get Opportunity Process: Get an opportunity process.
  • Create Opportunity: Create a new Opportunity.
  • Update Opportunity Product: Update an already existing opportunity product.
  • Create Opportunity Product: Create a new opportunity product.
  • Get Updated Opportunities: Get updated opportunities since the last run time.
  • List Opportunities: Get all opportunities.
  • Get Contact Opportunities: Get all contact opportunities.
  • Get New Opportunities: Get new opportunities since the last run time.
  • Update Opportunity: Update an already existing opportunity.
  • List Opportunity Products: Get all products associated with an opportunity.

Custom Entities

  • List Entities: Get all custom entity data matching an (optional) OData query.
  • Update Entity: Create a new custom entity.
  • Get Entity: Get a specific custom entity.
  • Delete Entity: Delete an existing custom entity.
  • Create Entity: Create a new custom entity.

Users

  • List Users: Get all users.

History

  • Get Contact's History: Get all history items for a contact.
  • Get Contact's Most Recent History Item: Get the last history item created or updated for a contact.
  • Get Updated Contact's History: Get all history items for a contact created or modified since last run.
  • Get New Contact's History: Get all history items for a contact created since last run.
  • Get History: Get all history items.

Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

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