Connectors / Service / FreshSales

Freshsales is a refreshingly new CRM that is packed with features to boost your sales team\'s productivity. (updated: 1633093467403)

FreshSales

Freshsales is a cloud-based customer relationship management (CRM) solution.

Overview

The FreshSales connector helps you to manage and automate the process around the existing and potential customers.

Authentication

When using the FreshSales connector, the first thing you will need to do is go to your Tray.io account page and select the workflow you wish to work on. Once in the workflow builder itself, search and drag the FreshSales connector from the connectors panel (on the left-hand side) onto your workflow.

With the new FreshSales connector step highlighted, in the properties panel on the right, click on the Authenticate tab and 'Add new authentication' (located under the 'Authentication' field).

freshsales-auth

This will result in a Tray.io authentication pop-up window. The first page will ask you to name your authentication and state which type of authentication you wish to create ('Personal' or 'Organisational').

As you can see, the next page asks you for your 'Subdomain' and 'API key'.

freshsales-auth-subdomain-apikey

To get the 'Subdomain', head to your FreshSales account and sign in. Select the URL of the FreshSales account.

The URL will be similar to: https://trayio-org.myfreshworks.com/crm/sales/.

The subdomain is the hash between https:// and .myfreshworks.com.

In this case, the Subdomain is: trayio-org.

To get the 'API key' on your FreshSales account, navigate to Settings > API Settings.

freshsales-apisettings-apikey

You can use the existing API key or Reset the key.

Once you have added these fields to your Tray.io authentication pop-up window, click on the 'Create authentication' button. Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the dropdown options now available.

Your connector authentication setup should now be complete.

All Operations

Latest version:

2.1

Delete sales activity

Deletes a single sales activities

Update sales account

Updates the details of a single sales account

Delete lead

Deletes a single lead

Create contact

Create a single contact

Create cti phone call

Create a CTI call

Create lead

Create a single lead

Delete sales account

Deletes a single sales account

Create manual call

Create a manual call

Create sales account

Create a single sales account

Create sales activity

Create a single sales activity

Delete contact

Delete a single contact

Filtered search

Advanced search

Get contact

Gets the details of a single contact by ID

Get lead

Gets the details of a single lead by ID

Get sales account

Gets the details of a single sales account by ID

Get sales activity

Gets the details of a single sales activity by ID

Get user info

Gets information about the authenticated user

List Sales activities

Lists all sales activities in the view

List contacts

Lists all the contacts in the view

List leads

Lists all the leads in the view

List sales accounts

Lists all the sales accounts in the view

Search

Searches the entities

Search lookup

Searches records for an exact match against field and entities. For partial matches, use the "Search" operation.

Update contact

Updates the details of a single contact

Update lead

Updates details of a single lead

Update sales activity

Updates the details of a single sales activity