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

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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://.myfreshworks.com)	true
key	API Key	STRING	TEXT	The API Key supplied by Freshsales	true

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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
email	Email	STRING	EMAIL	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
facebook	Facebook	STRING	TEXT	Facebook username of the contact.	false
twitter	Twitter	STRING	TEXT	Twitter username of the contact.	false
linkedin	LinkedIn	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
email	STRING	TEXT
work_number	STRING	TEXT
mobile_number	STRING	TEXT
address	STRING	TEXT
medium	STRING	TEXT
facebook	STRING	TEXT
twitter	STRING	TEXT
linkedin	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
email	Email	STRING	EMAIL	Primary email address of the lead.	true

Output

Type: OBJECT

Properties

Name	Type	Control Type
id	NUMBER	NUMBER
email	STRING	TEXT
first_name	STRING	TEXT
last_name	STRING	TEXT