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 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 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, https //www freshworks com/crm/ for subscription, refer to the https //www freshworks com/crm/ connect freshsales and {{product name}} to get started, you must first create a connection between freshsales and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //crmsupport freshworks com/support/solutions/articles/50000002503 how to find my api key create the connection in {{product name}} https //www make com/en/register , add the freshsales module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page freshsales modules after connecting to the freshsales app, you can choose from a list of available modules to build your {{scenario plural lowercase}} convert a lead transforms a lead record into a contact record in your system create a contact adds a new contact to your account create a deal adds a new deal record to your account create a lead adds a new lead record to your account create a manual call log manually logs a call for a new or existing lead, contact, or an existing account create a note creates a new note linked to a specified object, such as a contact, deal, or company create a sales activity creates a new activity record in your freshsales account create a task adds a new task to your project or task list create an account creates a new user account within the selected service create an appointment schedules a new appointment in your calendar delete a contact removes a selected contact from your account delete a deal permanently removes a selected deal from your account delete a lead deletes a selected lead from your account delete a note removes a selected note from your account delete a sales activity deletes a selected activity record from your freshsales account delete a task removes a selected task from your account delete an account permanently removes a selected account from your system delete an appointment removes a selected appointment from your calendar list all accounts retrieves a complete list of all company accounts stored in your freshsales workspace list all appointments retrieves a complete list of all scheduled appointments from your freshsales account list all contacts retrieves a complete list of all contacts stored in your freshsales account list all deals retrieves a complete list of all deals currently stored in your freshsales account list all files and links retrieves and displays all files and links that are attached to a selected lead, contact, account, or deal list all leads retrieves a complete list of all leads stored in your freshsales account list all sales activities retrieves a complete list of all activities recorded in your freshsales account list all tasks retrieves a complete list of all tasks currently stored in your freshsales account make an api call executes a custom api request to the connected service using your authorized credentials search accounts searches your freshsales account to find records that match specified criteria search contacts searches your freshsales account to find records that match specified criteria search deals searches your freshsales account to find records that match specified criteria search leads searches your freshsales account to find records that match specified criteria search users searches your freshsales account to find records that match specified criteria update a contact updates the details of a selected contact update a deal updates the details of a selected deal update a lead updates the details of a selected lead in your system update a note modifies the content or details of a selected note update a sales activity updates the details of a selected activity within your freshsales account update a task modifies the details of a selected task update an account updates the details of a selected account update an appointment updates the details of a selected appointment upload a file uploads a file and attaches it to a specific lead, contact, sales account, or deal record view a contact retrieves and displays detailed information about a selected contact view a deal retrieves and displays detailed information about a particular deal view a lead retrieves and displays detailed information about a particular lead view a sales activity retrieves detailed information about a particular activity in freshsales view a task retrieves and displays detailed information about a selected task view an account retrieves and displays detailed information about a selected account view an appointment retrieves and displays detailed information about a selected appointment watch new accounts checks whether a new user account has been created in the system watch new appointments detects when a new appointment has been scheduled watch new contacts checks whether a new contact has been added to your account watch new deals checks whether a new deal has been created in your account watch new events triggers when a specific event happens in a freshsales workflow and sends the event data via webhook watch new leads checks whether a new lead has been added to your system watch new sales activities checks for the creation of new sales activity records watch new tasks checks whether a new task has been created in the connected application templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} freshsales resources you can have access to more resources related to this app on the following links https //community make com/search?q=freshsales https //www freshworks com/crm/ https //developers freshworks com/crm/api/ https //www make com/en/integrations/freshsales