Freshsales

with freshsales (formerly freshworks crm) modules in make, you can watch, create, update, view, list, search, and delete contacts, leads, accounts, tasks, deals, notes, and sales activities in your freshsales account to get started with freshsales, create an account at freshworks com/crm/sales https //www freshworks com/freshsales crm/ connect freshsales to make to connect your freshsales account to make you must obtain an api key from your freshsales account to establish the connection 1\ log in to your freshsales account dashboard https //www freshworks com/crm/login/ 2\ click on your profile icon > settings > api settings 3\ in the api settings tab, complete the authentication to view your api key 4\ copy the api key to your clipboard 5\ log in to your make account, add a freshsales module to your {{scenario singular lowercase}} , and click create a connection 6\ optional in the connection name field, enter a name for the connection 7\ in the choose an api url endpoint field, select your account url format 8\ in the your crm domain name field, enter the domain name for example, if your freshsales account accessing url is www xyz myfreshworks com/crm/sales , your domain is xyz 9\ in the your api key field, paste the api key copied in step 4 and click save you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more freshsales modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz set up freshsales webhooks this app uses webhooks docid 1yhunj8jvzyxip9cf3ps1 to trigger a scenario when an event occurs instantly webhook modules have an instant tag next to their name to set up a webhook, follow these steps add a freshsales instant module to your scenario and click create a webhook optional enter a name for the webhook in the webhook name field select the corresponding connection for the webhook in the connection field click save > copy address to clipboard log in to your freshsales account and follow the freshsales how to configure a workflow? https //crmsupport freshworks com/en/support/solutions/articles/50000002143 how to configure a workflow guide use the following information in the actions section freshsales will now send data to make through the webhook when the selected event occurs