Category: Customer Relationship Management
Freshsales is a sales CRM platform designed to help businesses manage their sales processes, automate tasks, and streamline customer interactions also enables sales teams to track leads, engage with prospects, and optimize the sales pipeline for improved efficiency and results.
Tier: 3
Supported API Version: v1
Type: Source
Authentication: Token-based
Resources:
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.
|
· 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.
|
· 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.
Step 4: Under CRM API details Verify not a robot.
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)
EazyDI create connection:
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.
Step 2: Select Connection from the dropdown
Step 3: Configure the connection object and click Save button.
Step 4: Verify the connection details in the section and click on Next button.
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.