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For brandsCRM integrations
|Brands|

Freshworks CRM

Connect Freshworks CRM so approved affiliates land as contacts with tags.

freshworks logo

Rekomi's Freshworks CRM integration upserts every approved affiliate via the contacts upsert endpoint with unique_identifier: { emails: ... }, contact: { emails, first_name, last_name, tags }. The endpoint is atomic upsert keyed on email. The API path depends on your product line: Freshsales Suite domains use /crm/sales/api/contacts/upsert, Freshsales Classic uses /api/contacts/upsert; Rekomi picks the right prefix from your domain automatically.

Connecting

  1. Copy your API key. Freshsales Suite: Profile (top-right) > Settings > API Settings. Freshsales Classic: Personal Settings > API Settings.
  2. In Rekomi, Integrations > Freshworks CRM, paste the API key + your org domain. Both product lines work: yourbundle.myfreshworks.com or yourorg.freshworks.com (Freshsales Suite) and yourorg.freshsales.io (Freshsales Classic). No https://, no path.
  3. Click Connect.

Tags

First-class. Inline tags array. The Rekomi affiliate system tag is included.

Provider notes

  • Authorization: Token token={key} (Freshworks-specific format).
  • Per-tenant subdomain with SSRF allowlist covering *.myfreshworks.com, *.freshsales.io, and *.freshworks.com.
  • Sales CRM, no list-picker, tags drive segmentation.
  • Rate limit: 1,000 req/hr.
  • Disconnect deletes the integration row.

See the freshworks integration overview on the marketing site for use-cases, persona fit, and unique automation patterns.

Customer.io

Connect Customer.io so approved affiliates are identified in your workspace and tagged for segmentation.

Ortto

Connect Ortto so approved affiliates land in your customer database with tags.

On this page

ConnectingTagsProvider notes