Freshsales
Freshsales is a customer relationship management (CRM) software designed to help businesses streamline sales processes and manage customer interactions effectively.
Categories: crm
Type: freshsales/v1
Connections
Version: 1
API Key
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
username | Bundle alias | STRING | TEXT | Your Freshsales bundle alias (e.g. https:// | true |
key | API Key | STRING | TEXT | The API Key supplied by Freshsales | true |
Actions
Create Account
Name: createAccount
Creates a new account.
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
name | Name | STRING | TEXT | Name of the account. | true |
website | Website | STRING | URL | Website of the account. | false |
phone | Phone | STRING | TEXT | Phone number of the account. | false |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
id | NUMBER | NUMBER |
name | STRING | TEXT |
website | STRING | TEXT |
phone | STRING | TEXT |
Create Contact
Name: createContact
Add new contact in Freshsales CRM.
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
first_name | First Name | STRING | TEXT | First name of the contact. | false |
last_name | Last Name | STRING | TEXT | Last name of the contact. | false |
job_title | Job Title | STRING | TEXT | Designation of the contact in the account they belong to. | false |
STRING | Primary email address of the contact. | true | |||
work_number | Work Number | STRING | PHONE | Work phone number of the contact. | false |
mobile_number | Mobile Number | STRING | TEXT | Mobile phone number of the contact. | false |
address | Address | STRING | TEXT | Address of the contact. | false |
city | City | STRING | TEXT | City that the contact belongs to. | false |
state | State | STRING | TEXT | State that the contact belongs to. | false |
zipcode | Zip Code | STRING | TEXT | Zipcode of the region that the contact belongs to. | false |
country | Country | STRING | TEXT | Country that the contact belongs to. | false |
medium | Medium | STRING | TEXT | The medium that led your contact to your website/web ap.p | false |
STRING | TEXT | Facebook username of the contact. | false | ||
STRING | TEXT | Twitter username of the contact. | false | ||
STRING | TEXT | LinkedIn account of the contact. | false |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
id | NUMBER | NUMBER |
first_name | STRING | TEXT |
last_name | STRING | TEXT |
job_title | STRING | TEXT |
city | STRING | TEXT |
state | STRING | TEXT |
zipcode | STRING | TEXT |
country | STRING | TEXT |
STRING | TEXT | |
work_number | STRING | TEXT |
mobile_number | STRING | TEXT |
address | STRING | TEXT |
medium | STRING | TEXT |
STRING | TEXT | |
STRING | TEXT | |
STRING | TEXT |
Create Lead
Name: createLead
Creates a new lead.
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
first_name | First Name | STRING | TEXT | First name of the lead. | false |
last_name | Last Name | STRING | TEXT | Last name of the lead. | false |
STRING | Primary email address of the lead. | true |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
id | NUMBER | NUMBER |
STRING | TEXT | |
first_name | STRING | TEXT |
last_name | STRING | TEXT |