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.

Connect FreshsalesFull reference

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 Contactfreshsales_create_contact
    Add new contact in Freshsales CRM
  • Custom API Callcustom_api_call
    Make a custom API call to a specific endpoint

Set it up

About two minutes, once per project or once for the whole workspace.

  1. Open Integrations in the builder

    Backend panel, Integrations tab, then Freshsales. To connect it for every project, use Workspace settings, Integrations.

  2. 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
  3. 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 });
}

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.

Connect Freshsales once. Every workflow can use it.

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