Freshsales
 | Freshworks CRM is a customer relationship management platform for sales teams to manage leads, deals, contacts, and sales activities. Integrating with Make.com enables automated lead capture, contact updates, and deal management between Freshworks CRM and other business tools. |
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This is AI-generated content based on official Freshsales documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Freshsales directly.
Requirements
To use the Freshsales app in Make, you must have an active Freshsales CRM account and an API key, create your account on Freshsales. For subscription, refer to the Freshsales pricing page.
Connect Freshsales and Make
To get started, you must first create a connection between Freshsales and Make, allowing the two services to communicate.
Obtain your API Key in your Freshsales account
Create the connection in Make.
Obtain your API Key in your Freshsales account
Before you create the connection in Make, you should first obtain your API Key in your Freshsales account.
To obtain your API Key :
Click the Profile icon and select Settings.
Click the API SETTINGS tab.
Enable the captcha as prompted.
Copy the API key provided in the Your API key field.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Freshsales module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Freshsales account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Freshsales modules
After connecting to the Freshsales app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Freshsales resources
You can have access to more resources related to this app on the following links