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.

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.

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 , 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 and add more Freshsales modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

This app uses webhooks 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:

Freshsales will now send data to Make through the webhook when the selected event occurs.