[ Sales and CRM ]
Freshsales integration for your workflows.
Connect Freshsales to Collabase once and use 2 actions in your workflows. No code needed, hosted in Switzerland.
Freshsales in Collabase
Connect Freshsales to Collabase once and use 2 actions in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Sales CRM software
How to connect it
- Open the integrations in the workspace settings.
- Choose Freshsales and connect your account.
- Add a trigger or an action to the workflow.
- Log in to your Freshsales account.
- Click on your profile icon in the top-right corner of the screen and select Settings from the dropdown menu.
- In the settings menu, select API Settings from the left-hand navigation panel.
- You should now see your API key displayed on the screen. If you don't see an API key.
- Copy the alias e.g https://<alias>.myfreshworks.com
Freshsales triggers
Freshsales does not start a workflow on its own. You use its actions after any other trigger.
Freshsales actions
| Name | Description | Fields |
|---|---|---|
| Create Contact | Add new contact in Freshsales CRM |
+ 17
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Freshsales
What can I automate with Freshsales in Collabase?
Freshsales brings 2 actions and 0 triggers, for example Create Contact and Custom API Call. You combine them in a workflow without code and mix them with every other integration.
How do I connect Freshsales to Collabase?
You open the integrations in the workspace settings, choose Freshsales and connect your account once, using username and password. After that all triggers and actions are available in the workflow.
Does the Freshsales integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.