Version: v1.0.0
Category: Customer Relationship Management
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Resources | Sub resources | Status | Description | Parameters |
|---|---|---|---|---|
Contacts | All Contacts in a view | Yes | This resource will retrieve every contact’s information available in a selected view.
| · View: Select a view to retrieve contacts from |
Accounts | All Accounts in a view | Yes | This resource will retrieve every Account’s information available in a selected view.
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· View: Select a view to retrieve accounts from |
Deals | All Deals | Yes | This resource will retrieve every Deal’s information available in a selected view.
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· View: Select a view to retrieve deals from |
Products | All Products | Yes | This resource will retrieve every product’s information. |
N. A |
Tasks | All Tasks | Yes | This resource will retrieve every task’s information. |
· Filter: Select a Filter. |
Sales Activities | All Sales Activities | Yes | This resource will retrieve all sales activities. |
N. A |
A. How to get Access token
Step 1: Login to https://www.freshworks.com/crm/login
Step 2: You will be taken to the dashboard of Freshsales once you login.
Step 3: On the left panel click on Admin settings > API settings.
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Step 4: Under CRM API details Verify not a robot.
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B. How to get Domain Name
After logging in to your account in the address url you can find your Domain Name (<your_domain_name>.myfreshworks.com)
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EazyDI create connection:
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Connection properties:
Name | Mandatory | Description |
|---|---|---|
Connection Name | Yes | Name of the connection |
Description | No | Description of connection |
API Key | Yes | Access token of your account Please refer to section A on how to generate the access token for getting access token |
Domain Name | Yes | Domain Name of your account
Please refer to section B on how to get Domain Name |
Creating Pipeline:
Step 1: Select Source Connector as Freshsales.
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Step 2: Select Connection from the dropdown
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Step 3: Configure the connection object and click Save button.
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Step 4: Verify the connection details in the section and click on Next button.
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Step 5: Select the Target connection and connection object and click on Next button.
Step 6: Configure field mapping page and click on Next button.
Step 7: Select the scheduling and proceed ahead by clicking on Next button.
Step 8: Confirm the details that you have selected for this pipeline and click on Submit and the pipeline will be created.
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