Using Freshsales

Freshsales API Commands - SpotlightTutorial

Hi everyone. APIs are the backbone of modern applications, enabling seamless communication between systems and services. While basic commands offer powerful capabilities, diving into detailed API commands can unlock even more potential for the integrations you might need to make your daily work much more efficient. I believe you are already aware of our publicly available API document: https://developers.freshworks.com/crm/api/#introduction In this article, we will explore a selected list of API commands and delve deeper into the additional features that could be beneficial, in simplifying tasks and improving integrations to overcome intricate obstacles efficiently. Whether you are a developer or embarking on your API learning journey afresh, this compilation of commands offers resources to broaden your horizons and achieve more effective outcomes, for your audience. Filtering Contacts [https://developers.freshworks.com/crm/api/#list_all_contacts]If you would like to filter records bas

47210

3 months ago

pradipta.chandraCommunity Manager

published in Workflows and Automations

Freshsales Workflow Use Cases

Hello Everyone!Welcome to our community! Join us today to start your journey in mastering workflows and driving innovation in automation! We're excited to share a curated list of commonly requested workflow use cases that reflect current and historical requests. We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.By becoming an active member of our community, you’ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices. ContactsUse case: To ensure sales owners reach out to the prospects within 3 days of contact creationDescription: If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner.Workflow Configuration: Use case: To celebtrate 1 y

2070

8 months ago

pradipta.chandraCommunity Manager

published in Apps and Marketplace Integrations

[Freshsales On-Demand Video] - Whatsapp Integration - Deep Dive

Hello Everyone!Happy Midweek!!We've heard you!! Back by popular demand, here’s an exclusive on-demand video on integrating WhatsApp with Freshsales.If you have a WhatsApp Business number through which your prospects/customers reach out to you, this integration will help you manage all forms of communication through that number within Freshsales. This webinar is curated by the Freshsales Support team, who you generally reach out to for issues/queries. We have tried to collate as many FAQs as possible to make this webinar worth your time.WATCH VIDEO HERE - What can you expect to learn - Understanding the basics of WhatsApp Integration Templates and their application Protocol of media links WhatsApp Campaign and Journey FAQsAdditional resources for you to explore - Freshworks Whatsapp Article Folder: https://crmsupport.freshworks.com/en/support/solutions/folders/50000000757 WhatsApp Pricing: https://developers.facebook.com/docs/whatsapp/pricing/ WhatsApp Error Code: https://developers.f

7050

10 months ago

radhika.kumar

published in Deals and Pipeline Management

Pipeline Management 101 with Freshsales

Hello Freshsales Community,Our team is back with a webinar which focuses on discovering how Freshsales can revolutionize your pipeline management processes!From creating deals and customizing your pipeline stages to sending signed documents, Freshsales offers a comprehensive solution to help you manage your sales process end-to-end. Sign up for our webinar to gain valuable insights into how you can streamline your pipeline management:Manage and track deals effortlessly with the visual sales pipeline Customize the sales pipeline to match your unique sales process Set up filters to quickly access relevant data and focus on the deals that require your attention Leverage built-in eSignature capabilities to send signed quotes and other documents with up-to-date product information directly from the CRM.Webinar Link: https://freshworkscrm.ewebinar.com/webinar/pipeline-management-101-with-freshsales-11097?session=replay&tactic_id=6473477&utm_source=Community&utm_medium=Blog&ut

310

1 year ago

radhika.kumar

published in Products and Documents

Introducing CPQ - Close deals faster with in-built quote management!

Hello there!I’m Radhika from the Freshsales, Product Marketing Team!In today’s post, I will introduce how to generate documents such as invoices and quotes, add signatures, and close deals faster with CPQ.The benefits of integrating CPQ and CRM are multifold. In this quick 10 minute webinar, we take you through what CPQ is and its benefits. We also demonstrate the features of CPQ and Freshsales, how it can be used to generate quotes, and how you can leverage built-in eSignature capabilities directly from the CRM. Introducing CPQ - Close deals faster with in-built quote management Stay tuned for my upcoming posts, where I share more on the features of Freshsales and how to do better! Should you have any other questions or have any specific topics you’d like me to address, please let me know in the thread below!Best Radhika,Freshsales, Product Marketing

400

1 year ago

Kamakshi VCommunity Manager

published in Getting Started

WATCH ON DEMAND - Live Q&A session with sales & marketing expert Ft. Jessica JeyakumarASK THE EXPERT - SALES & MARKETING

Hello Freshworks Community Fam!I’m really excited to announce the next Live Q&A session with our Sales & Marketing Expert @Jessica Jeyakumar on Tuesday, October 10 at 3:00 p.m. IST. In this live Q&A session, you can directly interact with her and ask all things related to CRM - Freshsales, Freshmarketer and Freshsales Suite.But first, I’d love to introduce Jessica and share a little more about her here! Jessica JeyakumarSolution EngineerFreshworks Jessica Jeyakumar is a Solution Engineer with 2 years of experience at Freshworks. Prior to Freshworks, she held the same role at TCS. With a passionate commitment to her work, Jessica imparts her expertise in Freshsales, Freshmarketer, and the Freshsales Suite to empower customers in harnessing the full potential of these products for their businesses.Beyond her professional life, Jessica has a profound love for animals, finding solace and joy in their presence. During her leisure time, you can often find her engrossed in good bo

798

1 year ago

Srini :-)Contributor

published in Workflows and Automations

Ask Me Anything: Automation in Freshsales | October 27 - November 3ASK ME ANYTHING

Hey, I am Srini.I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :) It's time to talk automation in Freshsales! Here’s how it works👉Community members and Freshsales customers share drop their questions around Freshsales and automations in the comments section below🕵 I will reply to each one of you with my thoughts and suggestions, doing my best to solve any challenges you might be facing⏱ Dates: This conversation is open from October 27 to November 3. 💬Wondering what you can ask me? I’ve listed out a few to make it easier:1. Automate a series of emails with Sales Sequences in Freshsales - When, Why and How. 2. Categorizing contacts and assigning to sales people - How can Freshsales help you? 3. Let automation take over this holiday season - What are some best pr

2869

1 year ago

rhea.desouzaCommunity Manager

published in Workflows and Automations

Community Carnival: Sales and Marketing Village

This Sales and Marketing Village is all set to exude holiday cheer with product resources, AMAs, games and more. While this village might not come draped in jack-o-lanterns, spider webs, and costumes, there’s definitely a lot to expect tucked in. Here’s the lowdown →Day 1 - October 27💬 Ask the (Product) Expert with @Srini :-) : Freshsales AND Freshmarketer✅ Resource: Grow your Online Store with Freshworks📣 Demo: Modern Views, Lists, Segments and Email Campaigns✅ Resource: 5 nightmares that haunt sales people (and how to make them stop)✍ Answers with Aish: Freshsales Tips Day 2 - October 28📌 Freshsales Bootcamp: A series of videos to get you started with Freshsales✅ Resource: Cart Abandonment Ebook🎈 Game 2: Create your own madlib!✍ Answers with Aish: Freshsales Tips As a part of the curated peer-to-peer learning experience, we hope to take this 2 day extravaganza to the next level, with your help! While we busy ourselves putting up the last minute decorations, and creating a Village

2408

2 years ago

Seetha206Apprentice

asked in How do I....?

Issue accessing iparams (apiKey) during local testing with dev=true in Freshsales app

I’m currently building a custom Freshsales app and testing it locally by appending ?dev=true to the Freshsales URL.I’ve added the apikey through http://localhost:10001/custom_configs, and I do see the confirmation message saying:“App installation parameters have been successfully stored. You can now proceed to test the app.”However, when I try to retrieve the API key using client.iparams.get(), the value comes back as undefined.Is this the normal behavior during dev mode testing? Or is there a way to access the apikey while still running the app locally

15 days ago

Patrick KayApprentice

asked in Workflows and Automations

Change Management Approvals - Dynamic

Hi All!I am currently building out our change management module in my sandbox environment. The business I work for has around 15 different CAB approval areas. A change requestor can select from 1 approver to up to all 15 if necessary to approve the change. The issue I'm having is once selected, getting the approvals to go onto the change in parallel, so that each area can approve or reject the change at the same time as any other, in order to speed up the change process.I have tried creating separate workflows for each area that triggers when a change is updated to the status of “Awaiting Approval”, and the condition of the “CAB Approval Area” field being chosen. If this matches, an approval email is sent to the Change Approvers. This works fine if one area is chosen, but I cant see a way to create in one workflow, a dynamic way of checking which “CAB Approval Area” has been chosen, and send an approval email to each area for them to approve in parallel with each other.I tried separate

495

1 month ago

sriram.palaniappanApprentice

published in User Management

How can I assign leads to a set of users equally?

When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.

3404

1 month ago

mspsivaApprentice

asked in How do I....?

Subject: Need help finding Freshsales API Rate Limit Documentation

Hi Freshworks Community,I hope you're all doing well! I'm currently working with the Freshsales API and am in need of information regarding the rate limits. I've been searching through the documentation, but unfortunately, I couldn't find the specific details.Could someone please guide me to the correct documentation or provide information on the rate limits for the Freshsales API? Your assistance would be greatly appreciated!Thank you in advance.Best regards,Siva Priyan

633

1 month ago

LorneHContributor

asked in Analytics

Performing calculations in FreshSales Analytics

In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.I’m looking to get a % of quote value converted purchase value/ quote value a a percentage but I can’t figure out how to do this in Analytics without the additional field added in the Deal module.

2009

1 month ago

stevemcTop Contributor

asked in Workflows and Automations

How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules

I don’t see any way to set default values in fields added to Contact, Account, Deal or Custom Modules.For example, I add a checkbox to a Custom Module, There seems no way to cause the checkbox to default to “Enabled”.Likewise, if I add a dropdown list, I have no way to set the default selected item.Same would be useful for other fields such as:Text box Multi-select Date (for date I’d like to default to values such as +7days, +1 month, +1 year, etc.Is it possible to set default selected item? How?

14245

1 month ago

sd_briApprentice

asked in Analytics

Deal Value - Unit Price and Setup Fees

Against a deal I can report the total deal value, which is a combination of the product/s unit price and setup fee.I want to report on just the unit price or setup fee while using a date dimension from a deal. I’ve tried with a custom metric where I subtract the setup fee from the deal value to get the unit price, however when using the metric I am presented with only a created at/updated at date dimension. I want to use a date dimension from the deal. Have already tried custom attributes too without luck.It seems the unit price and setup fee are within the Deal Lines Items module.Happy to use custom fields on the deal but can’t seem to get to the Deal Lines Items into a formula in a deal.Slowly running out of ideas.Ideal scenario. A report that has deal closed date, by month, showing the values of the unit price and setup fee separately.Any help/ideas would be appreciated.

211

1 month ago

rzerbatoApprentice

asked in Products and Documents

Zoominfo Enrich Connection Not Working

Our mutual client, the Sitkins Group, has been having trouble setting up the Zoominfo API connection. Everything appears to be working on the Zoominfo side, but they try to run an Enrich job and the job just spins and doesn’t do anything. We’ve done what we can to troubleshoot and are now reaching out to Freshworks for further support, as we have no visibility into the Zoominfo app that Freshworks built and are not sure what’s causing the job to spin without ever completing.

201

1 month ago

shivani.12Top Contributor

posted in Workflows and Automations

5 ways to keep leads flowing through the holidays

The last holiday break of the year is almost here. As you transition from one celebration to another, you can’t risk ignoring the leads in your pipeline. There’s a lot of potential customers and revenue that could slip through the cracks when you’re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you. Here are five ways to keep leads flowing through the holidays: 1. Communicate your unavailability/availability: Your business website is open 24×7 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who’s available on shift and take the business forward. 2. Set up appropriate handovers: Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf

594

1 month ago

Gururag KalanidhiSkilled Expert

posted in Workflows and Automations

What do you use Workflow Automation for and how does it help you?

Workflows help you automate certain actions in your business process to boost your team’s productivity. We’re adding a few examples. Feel free to add Workflows that you’ve devised for your org and share it with us how it has helped youUpdating field propertyScenario 1: Create a workflow to segment customers from prospectsIf you want to segment your contacts as prospects, you can automatically do so using workflows. When a deal is created and is in open state, you can mark the contact status as ‘Prospect’ and when the deal is won, change the status to ‘Customer.’You need two workflows to achieve this. Workflow 1: Update Lifecycle stage to Lead and and Status to NewApply Workflow To: DealsWhen do you want to execute this workflow: Execute: when record is createdRun: onceWhat condition(s) should trigger workflow actions: Deal stage is in ‘New’What Action(s) should be performed: Update all related contacts: Lifecycle stage =Lead and Status = NewWorkflow 2: Update contact Lifecycle stage to

37311

2 months ago

ajoudehApprentice

asked in How do I....?

Appointment Retrievals Using API

Hi, how i can retrieves appointment using API based on date rang. i tried crm/sales/api/appointments but not able to set the filters Thanks

171

2 months ago

stevemcTop Contributor

asked in User Management

How to allow specific role to edit a field when creating record but not edit that field later?

Is it possible to allow some users to create a custom module record and change a field while creating the record but not edit the field value later when editing the custom module record? (even if they own it). Here is an example:We have a custom module record “Training” with a field cf_contact. When a sales owner creates the record, they should be able to set cf_contact. But if they sales owner then edits the record, they can no longer change cf_contact.I see under Admin Settings > Roles > Manage Roles > Sales user > Permissions that I can allow sales user to create but not edit the record. But this applies to all fields in the record. Can I make it so that the Sales user can edit other fields but not the cf_contact?It seems from the “Field Permissions” that if I make the field read-only the Sales user can’t set the field when creating the record. And there does not seem to be other options.

1764

3 months ago

Honista

asked in Getting Started

Can I use Freshworks CRM For Honista APK?

Are you wondering if it's possible to integrate Freshworks CRM with Honista APK? Let's explore this question together:Has anyone successfully connected Freshworks CRM to Honista? What challenges might you face when trying to use a professional CRM tool with a modified Instagram app? Are there any potential risks to your social media account if you attempt this integration? Does Freshworks CRM offer any features that could work indirectly with Honista?If you've tried combining these tools or have insights to share, we'd love to hear your experiences. Have you found any workarounds or alternatives that achieve similar goals?Share your thoughts and experiences in the comments below!

813

4 months ago

jrangelCommunity Debut

asked in Sales Emails

Adding a "forward to friend" button in email campaign

I am creating a newsletter via Freshsales suite. Is there a way to add a “forward to friend” button to the email template?

131

5 months ago

Bavithran RamalingamCommunity Debut

asked in How do I....?

Need to customize Freshsales meeting's default email template

Hi, is it possible to customize the Freshsales meeting’s default email template? Or is there option to stop sending the mail while creating the meeting.

763

5 months ago

RedFoxCommunity Debut

asked in How do I....?

SMS order

Is there a way to show SMS messages between myself and a client where it shows the newest first, not the oldest first? I hate having to scroll down a long text thread to find the newest message. Using desktop verion of Freshsales.

324

7 months ago

Abd56ullahApprentice

asked in Getting Started

How to Integrate Freshworks CRM with Other Business Tools?

Our company recently adopted Freshworks CRM to manage customer relationships and sales processes. However, we also use various other business tools like email marketing platforms, accounting software, and project management apps. To enhance efficiency and ensure seamless data flow across these platforms, I need to integrate Freshworks CRM with these tools. I'm looking for guidance on the best integration methods, potential challenges, and how to troubleshoot common issues that might arise during the integration process. Additionally, I want to understand the benefits of these integrations and any specific APIs or connectors that are recommended for this purpose.

432

7 months ago

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