--- title: Freshsales slug: freshsales description: How to integrate Freshsales with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_freshsales.png docTags: createdAt: 2025-02-03T13:28:36.234Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/freshsales.png" alt="Freshsales logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://www.freshworks.com/crm/) 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](https://www.freshworks.com/crm/). For subscription, refer to the [Freshsales pricing page](https://www.freshworks.com/crm/). # Connect Freshsales and Make To get started, you must first create a connection between Freshsales and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Freshsales account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Click the** Profile icon** and select** Settings**. ::: :::WorkflowBlockItem Click the** API SETTINGS tab**. ::: :::WorkflowBlockItem Enable the** captcha** as prompted. ::: :::WorkflowBlockItem 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.](https://crmsupport.freshworks.com/support/solutions/articles/50000002503-how-to-find-my-api-key-) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Freshsales module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Freshsales modules After connecting to the Freshsales app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Convert a Lead Transforms a lead record into a contact record in your system. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your account. ::: :::ExpandableHeading ### Create a Deal Adds a new deal record to your account. ::: :::ExpandableHeading ### Create a Lead Adds a new lead record to your account. ::: :::ExpandableHeading ### Create a Manual Call Log Manually logs a call for a new or existing lead, contact, or an existing account. ::: :::ExpandableHeading ### Create a Note Creates a new note linked to a specified object, such as a contact, deal, or company. ::: :::ExpandableHeading ### Create a Sales Activity Creates a new activity record in your Freshsales account. ::: :::ExpandableHeading ### Create a Task Adds a new task to your project or task list. ::: :::ExpandableHeading ### Create an Account Creates a new user account within the selected service. ::: :::ExpandableHeading ### Create an Appointment Schedules a new appointment in your calendar. ::: :::ExpandableHeading ### Delete a Contact Removes a selected contact from your account. ::: :::ExpandableHeading ### Delete a Deal Permanently removes a selected deal from your account. ::: :::ExpandableHeading ### Delete a Lead Deletes a selected lead from your account. ::: :::ExpandableHeading ### Delete a Note Removes a selected note from your account. ::: :::ExpandableHeading ### Delete a Sales Activity Deletes a selected activity record from your Freshsales account. ::: :::ExpandableHeading ### Delete a Task Removes a selected task from your account. ::: :::ExpandableHeading ### Delete an Account Permanently removes a selected account from your system. ::: :::ExpandableHeading ### Delete an Appointment Removes a selected appointment from your calendar. ::: :::ExpandableHeading ### List All Accounts Retrieves a complete list of all company accounts stored in your Freshsales workspace. ::: :::ExpandableHeading ### List All Appointments Retrieves a complete list of all scheduled appointments from your Freshsales account. ::: :::ExpandableHeading ### List All Contacts Retrieves a complete list of all contacts stored in your Freshsales account. ::: :::ExpandableHeading ### List All Deals Retrieves a complete list of all deals currently stored in your Freshsales account. ::: :::ExpandableHeading ### List All Files and Links Retrieves and displays all files and links that are attached to a selected lead, contact, account, or deal. ::: :::ExpandableHeading ### List All Leads Retrieves a complete list of all leads stored in your Freshsales account. ::: :::ExpandableHeading ### List All Sales Activities Retrieves a complete list of all activities recorded in your Freshsales account. ::: :::ExpandableHeading ### List All Tasks Retrieves a complete list of all tasks currently stored in your Freshsales account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Accounts Searches your Freshsales account to find records that match specified criteria. ::: :::ExpandableHeading ### Search Contacts Searches your Freshsales account to find records that match specified criteria. ::: :::ExpandableHeading ### Search Deals Searches your Freshsales account to find records that match specified criteria. ::: :::ExpandableHeading ### Search Leads Searches your Freshsales account to find records that match specified criteria. ::: :::ExpandableHeading ### Search Users Searches your Freshsales account to find records that match specified criteria. ::: :::ExpandableHeading ### Update a Contact Updates the details of a selected contact. ::: :::ExpandableHeading ### Update a Deal Updates the details of a selected deal. ::: :::ExpandableHeading ### Update a Lead Updates the details of a selected lead in your system. ::: :::ExpandableHeading ### Update a Note Modifies the content or details of a selected note. ::: :::ExpandableHeading ### Update a Sales Activity Updates the details of a selected activity within your Freshsales account. ::: :::ExpandableHeading ### Update a Task Modifies the details of a selected task. ::: :::ExpandableHeading ### Update an Account Updates the details of a selected account ::: :::ExpandableHeading ### Update an Appointment Updates the details of a selected appointment. ::: :::ExpandableHeading ### Upload a File Uploads a file and attaches it to a specific lead, contact, sales account, or deal record. ::: :::ExpandableHeading ### View a Contact Retrieves and displays detailed information about a selected contact. ::: :::ExpandableHeading ### View a Deal Retrieves and displays detailed information about a particular deal. ::: :::ExpandableHeading ### View a Lead Retrieves and displays detailed information about a particular lead. ::: :::ExpandableHeading ### View a Sales Activity Retrieves detailed information about a particular activity in Freshsales. ::: :::ExpandableHeading ### View a Task Retrieves and displays detailed information about a selected task. ::: :::ExpandableHeading ### View an Account Retrieves and displays detailed information about a selected account. ::: :::ExpandableHeading ### View an Appointment Retrieves and displays detailed information about a selected appointment. ::: :::ExpandableHeading ### Watch New Accounts Checks whether a new user account has been created in the system ::: :::ExpandableHeading ### Watch New Appointments Detects when a new appointment has been scheduled. ::: :::ExpandableHeading ### Watch New Contacts Checks whether a new contact has been added to your account. ::: :::ExpandableHeading ### Watch New Deals Checks whether a new deal has been created in your account. ::: :::ExpandableHeading ### Watch New Events Triggers when a specific event happens in a Freshsales Workflow and sends the event data via webhook. ::: :::ExpandableHeading ### Watch New Leads Checks whether a new lead has been added to your system. ::: :::ExpandableHeading ### Watch New Sales Activities Checks for the creation of new sales activity records. ::: :::ExpandableHeading ### Watch New Tasks Checks whether a new task has been created in the connected application. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Freshsales topics on Make community](https://community.make.com/search?q=Freshsales) - [Freshsales website](https://www.freshworks.com/crm/) - [Freshsales API documentation](https://developers.freshworks.com/crm/api/) - [Freshsales page on make](https://www.make.com/en/integrations/freshsales) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::