Freshsales is an API Key based integration and does not require the setup of an app.

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Required Credentials of a Linked Account

To successfully connect with the Freshsales integration, a Linked Account or an end-user will need to provide the following to connect:
  1. API Key
  2. Freshsales CRM Domain
To understand how a Linked Account can get the above mentioned credentials, refer below.

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Getting Credentials of Freshsales

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below: Connect a Linked Account
  1. Log in to your Freshsales account.
  2. Go to the Settings option in the side menu and click on Apps & Integrations option.
Navigation in Freshsales
  1. Click on API Settings and copy the API Key displayed as Your API Key and the Freshsales CRM Domain displayed as Your bundle alias.
Getting Credentials The Linked Account or end-user now have all the credentials required to connect with Freshsales.

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Actions and triggers

In Cobalt, you can create orchestrations of your use-cases using Freshsales actions and triggers. Following are the set of Freshsales actions and triggers supported by Cobalt.
  1. Create Account - Create an account in Freshsales.
  2. Update account - Update an account in Freshsales.
  3. Delete account - Delete an account in Freshsales.
  1. Create Contact - Add a new contact in Freshsales.
  2. Update Contact - Update a contact in Freshsales.
  3. Delete Contact - Delete a contact in Freshsales.
  1. Create Deal - Create a deal in Freshsales.
  2. Update Deal - Update a deal in Freshsales.
  3. Delete Deal - Delete a deal in Freshsales.
  1. HTTP Request - Make HTTP API calls to any Freshsales documented REST APIs.