Freshsales
Create contacts, manage deals, and track your sales in Freshsales. In Appbricx, your workflows and server functions call it by name once it is connected.
What you can do
2 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.
- Create ContactAdd new contact in Freshsales CRM
freshsales_create_contact - Custom API CallMake a custom API call to a specific endpoint
custom_api_call
Set it up
About two minutes, once per project or once for the whole workspace.
- Open Integrations in the builder
Backend panel, Integrations tab, then Freshsales. To connect it for every project, use Workspace settings, Integrations.
- Add your credentials
An API key (or token) from your Freshsales account, pasted once. It is stored encrypted and only read on the server when an action runs.
- API key From Freshsales's settings
- Call an action
From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.
Workflow // .workflow.js (native ctx) export async function run(ctx) { const res = await ctx.integrations.invoke("freshsales", "freshsales_create_contact", { "email": "<email>" }); if (!res.success) throw new Error(res.error); ctx.log.info("Freshsales answered", { output: res.output }); }
More in CRM and sales
Freshsales and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.