Freshsales is a CRM tool that lets you discover the best leads, drive them to closure, and nurture them to boost contextual engagement.

RudderStack supports Freshsales as a destination where you can seamlessly send your event data.

Getting started

Before configuring Freshsales as a destination in RudderStack, verify if the source platform is supported by Freshsales by referring to the table below:

Once you have confirmed that the source platform supports sending events to Freshsales, follow these steps:

1. From your RudderStack dashboard, add a source. Then, from the list of destinations, select Freshsales.
2. Assign a name to the destination and click Continue.

Connection settings

To successfully configure Freshsales as a destination, you will need to configure the following settings:

• API Key: Enter your Freshsales API key.

• Domain: Enter the subdomain of your Freshsales account. For example, if your organization URL is testcompany.myfreshworks.com, then the subdomain is testcompany.

• Map your events with Freshsales Standard Events: Use this setting to map the standard Freshsales events with the custom event names.

Identify

You can use the identify call to create or update your Freshsales contact.

RudderStack uses the Freshsales Upsert a Contact API to pass the relevant user information via the following parameters:

A sample identify call is shown below:

Copy
rudderanalytics.identify("1hKOmRA4GRlm", {
  email: "alex@example.com",
  firstName: "Alex",
  lastName: "Keener",
  state: "Louisiana",
  country: "USA",
  postalCode: "90009",
});

Supported mappings

The following table lists the mappings between the RudderStack and Freshsales properties:

Track

The track call can be used to track the user activities in Freshsales.

RudderStack supports the following track events:

Lifecycle stage

Lifecycle stage events capture the decision journey of a customer. Refer to the Freshsales documentation to create lifecycle stages in Freshsales.

RudderStack lets you update the status of a contact in their lifecycle stage by using either the lifecycleStageId or lifecycleStageName.

A sample track call for a lifecycle stage event is shown below:

Copy
rudderanalytics.track("eventName", {
  email: "alex@example.com",
  lifecycleStageId: 71010794467,
  phone: "+1-202-555-0146",
  owner_id: "70000090119",
});

The following table lists the property mappings betweeen RudderStack and Freshsales for lifecycle stage events:

Sales activities

Sales activities events can be used to track any activity related to a contact/deal/account. Refer to the Freshsales documentation to create sales activities in Freshsales.

RudderStack lets you create the status of a contact by using either the salesActivityTypeId or salesActivityName.

A sample track call for a sales activity event is shown below:

Copy
rudderanalytics.track("eventName", {
  salesActivityTypeId: "70000663932",
  title: "new contact",
  startDate: "2021-05-04T17:00:00+05:30",
  endDate: "2022-06-04T17:30:00+05:30",
  ownerId: "70054866612",
});

The following table lists the property mappings betweeen RudderStack and Freshsales for sales activity events:

Group

The group call lets you link an identified Freshsales contact with a company, organization, or an account. You can also record any custom group traits like the company name, number of employees, etc.

RudderStack uses the Upsert an Account API to create or update a sales account via the following parameters:

A sample group call is shown below:

Copy
rudderanalytics.group(
  "group01", {
    name: "Alex Keener",
    phone: "1234567890",
    numberOfEmployees: 51,
    annualRevenue: 10000,
    zipcode: 90009,
    street: "6649 N Blue Gum Street",
    city: "New Orleans",
    state: "Louisiana",
    country: "USA"
  }, {
    context: {
      traits: {
        email: "alex@example.com"
      }
    }
  }
);

Supported mappings

The following table lists the mappings between the RudderStack and Freshsales properties:

FAQ

Where can I find the Freshsales API key?

To obtain your Freshsales API key, follow these steps:

1. Log into your Freshsales dashboard.
2. Go to Personal Settings > API Settings.
3. Enable the captcha to complete the authentication process.
4. You will find your Freshsales API key listed under the API Authentication section, as shown: