Freshsales

With Freshsales (formerly Freshworks CRM) modules in Make, you can watch, create, update, view, list, search, and delete contacts, leads, accounts, tasks, deals, notes, and sales activities in your Freshsales account.

To get started with Freshsales, create an account at freshworks.com/crm/sales.

Connect Freshsales to Make

To connect your Freshsales account to Make you must obtain an API Key from your Freshsales account.

To establish the connection:

1. Log in to your Freshsales account dashboard.

2. Click on your Profile Icon > Settings > API Settings.

3. In the API Settings tab, complete the authentication to view your API Key.

4. Copy the API Key to your clipboard.

5. Log in to your Make account, add a Freshsales module to your scenario, and click Create a connection.

6. Optional: In the Connection name field, enter a name for the connection.

7. In the Choose an API URL Endpoint field, select your account URL format.

8. In the Your CRM domain name field, enter the domain name. For example, if your Freshsales account accessing URL is www.xyz.myfreshworks.com/crm/sales, your domain is xyz.

9. In the Your API Key field, paste the API Key copied in step 4 and click Save.

You have successfully established the connection. You can now edit your scenario and add more Freshsales modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Set Up Freshsales Webhooks

This app uses webhooks to trigger a scenario when an event occurs instantly. Webhook modules have an instant tag next to their name.

To set up a webhook, follow these steps:

Add a Freshsales instant module to your scenario and click Create a webhook.
Optional: Enter a name for the webhook in the Webhook name field.
Select the corresponding connection for the webhook in the Connection field.
Click Save > Copy address to clipboard.
Log in to your Freshsales account. and follow the Freshsales How to configure a workflow? guide. Use the following information in the Actions section:
Actions
Trigger Webhooks
Request Method
Select your desired request method.
Callback URL
Paste the webhook URL you copied in step 4.

Freshsales will now send data to Make through the webhook when the selected event occurs.

Lead

Watch New Leads

Checks if a new lead was created.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the leads you want to watch.
Limit	The maximum number of leads Make should return during one execution cycle.

Create a Lead

Creates a new lead.

Connection	Establish a connection to your Freshsales account.
First Name	Enter the first name.
Last Name	Enter the last name.
Email	Enter the email address of the lead.
Mobile	Enter the mobile number of the lead.
Work	Enter the work phone number of the lead.
Sales Owner	Select the user who owns this lead.
Lead Stage	Select the status of the lead: New Contacted Interested Under Review Demo Unqualified
Unqualified Reasons	Select the reason for unqualifying the lead: Junk Lead Unable to reach Not interested
Subscription Status	Select the subscription status of the lead: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Job Title	Enter the job title of the lead.
Tags	Enter the keyword to filter the lead when searching.
Territory	Select the territory where the lead belongs to.
Time Zone	Select the time zone the lead belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zipcode of the region to which the lead belongs to.
Country	Enter the country name to which the lead belongs.
Facebook	Enter the Facebook URL of the lead.
Twitter	Enter the Twitter URL of the lead.
LinkedIn	Enter the LinkedIn URL of the lead.
Company Name	Enter the company name to which the lead belongs.
Company Address	Enter the company address.
Company City	Enter the city name.
Company State	Enter the state name.
Company Zipcode	Enter the zipcode of the region where the company is located.
Company Country	Enter the country name where the company is situated.
Number of Employees	Enter the number of employees in the company.
Company Annual Revenue	Enter the company's annual revenue amount.
Company Website	Enter the website URL of the company.
Company Phone	Enter the phone number of the company.
Industry Type	Select the industry in which the company is doing business.
Business Type	Select the business type the company belongs to
Deal Name	Enter the name of the deal.
Deal Value	Enter the deal amount.
Deal Expected Close Date	Enter the date when the deal with the lead is expected to close.
Product	Select the product for which the deal is for.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

Update a Lead

Updates information of a specific lead.

Connection	Establish a connection to your Freshsales account.
Lead ID	Enter the Lead ID you want to update.
First Name	Enter the first name.
Last Name	Enter the last name.
Email	Enter the email address of the lead.
Mobile	Enter the mobile number of the lead.
Work	Enter the work phone number of the lead.
Sales Owner	Select the user who owns this lead.
Lead Stage	Select the status of the lead: New Contacted Interested Under Review Demo Unqualified
Unqualified Reasons	Select the reason for unqualifying the lead: Junk Lead Unable to reach Not interested
Subscription Status	Select the subscription status of the lead: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Job Title	Enter the job title of the lead.
Tags	Enter the keyword to filter the lead when searching.
Territory	Select the territory where the lead belongs to.
Time Zone	Select the time zone the lead belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zip code of the region to which the lead belongs to.
Country	Enter the country name to which the lead belongs.
Facebook	Enter the Facebook URL of the lead.
Twitter	Enter the Twitter URL of the lead.
LinkedIn	Enter the LinkedIn URL of the lead.
Company Name	Enter the company name to which the lead belongs.
Company Address	Enter the company address.
Company City	Enter the city name.
Company State	Enter the state name.
Company Zipcode	Enter the zipcode of the region where the company is located.
Company Country	Enter the country name where the company is situated.
Number of Employees	Enter the number of employees in the company.
Company Annual Revenue	Enter the company's annual revenue amount.
Company Website	Enter the website URL of the company.
Company Phone	Enter the phone number of the company.
Industry Type	Select the industry in which the company is doing business.
Business Type	Select the business type the company belongs to
Deal Name	Enter the name of the deal.
Deal Value	Enter the deal amount.
Deal Expected Close Date	Enter the date when the deal with the lead is expected to close.
Product	Select the product for which the deal is for.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

View a Lead

Views details of a specific lead.

Connection	Establish a connection to your Freshsales account.
Lead ID	Enter the Lead ID you want to update.
Include	Select the options whose details you want to view: Owner Creator Updater Source LeadStage Lead Reason Territory Campaign Tasks Appointments Notes

Convert a Lead

Converts a lead to a contact.

Connection	Establish a connection to your Freshsales account.
Lead ID	Enter the Lead ID you want to convert to a contact.
First Name	Enter the first name.
Last Name	Enter the last name.
Owner	Select the user who owns this contact.
Lead Stage	Select the status of the lead: New Contacted Interested Under Review Demo Unqualified
Job Title	Enter the job title of the contact.
Department	Enter the department to which the contact belongs.
Email Address	Enter the email address of the contact.
Work Number	Enter the work phone number of the contact.
Mobile Number	Enter the mobile number of the contact.
Has Authority	When selected, specifies that the lead has the authority to make decisions regarding the purchase.
Do Not Disturb	When selected, specifies that the lead has enabled the Do Not Disturb or unsubscribed from your marketing emails.
Territory	Select the territory where the lead belongs to.
Time Zone	Select the time zone the lead belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zipcode of the region to which the lead belongs to.
Country	Enter the country name to which the lead belongs.
Facebook	Enter the Facebook URL of the lead.
Twitter	Enter the Twitter URL of the lead.
LinkedIn	Enter the LinkedIn URL of the lead.
Company Name	Enter the company name to which the lead belongs.
Company Address	Enter the company address.
Company City	Enter the city name.
Company State	Enter the state name.
Company Zipcode	Enter the zipcode of the region where the company is located.
Company Country	Enter the country name where the company is situated.
Number of Employees	Enter the number of employees in the company.
Company Annual Revenue	Enter the company's annual revenue amount.
Company Website	Enter the website URL of the company.
Company Phone	Enter the phone number of the company.
Industry Type	Select the industry in which the company is doing business.
Business Type	Select the business type the company belongs to
Deal Name	Enter the name of the deal.
Deal Value	Enter the deal amount.
Deal Expected Close Date	Enter the date when the deal with the lead is expected to close.
Product	Select the product for which the deal is for.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

List All Leads

Lists all leads on your FreshSales account.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the leads you want to list: My Leads New Leads Unassigned Leads All LEads Recently Modified Recently Imported My Territory Leads Hot Leads Warm Leads Cold Leads Recycle Bin

Search Leads

Search through your Freshsales account for match.

Connection	Establish a connection to your Freshsales account.
Search	Enter the text or phrase to search for the leads.
Number of leads returned	The maximum number of leads Make should return during one execution cycle.

Delete a Lead

Deletes a specific lead.

Connection	Establish a connection to your Freshsales account.
Lead ID	Enter the Lead ID you want to delete.

Deal

Watch Deal Events

Triggers when one of the deal events has occurred.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Freshsales account.
Events	Select the events Deal Created Deal Updated

Watch New Deals

Checks if a new deal was created.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the deals you want to watch.
Limit	The maximum number of deals Make should return during one execution cycle.

Create a Deal

Creates a new deal.

Connection	Establish a connection to your Freshsales account.
Name	Enter a name for the deal.
Deal Value	Enter the deal amount.
Account ID	Enter the Account ID of the deal.
Related Contacts	Add the contacts involved in the deal.
Deal Pipeline	Select the pipeline applicable for the deal.
Deal Stage	Select the stage of the deal: New Follow-up Under Review Demo Lost Negotiation Won
Lost Reason	Select the reason for the loss if the deal is lost: Opted our rival Price is too high Junk lead Not interested No requirement Need only in future Product not satisfying No proper follow-up Appointment missed
Closed Date	Enter the date when the deal is closed.
Sales Owner	Select the user associated with this deal.
Tags	Enter the keywords to filter the contact when searching.
Product	Select the product associated with the deal.
Currency	Select the currency applicable for the deal.
Deal Value in Base Currency	Enter the deal amount in base currency.
Payment Status	Select the payment status of the deal: Offline Online
Expected Close Date	Enter the date when the deal is expected to close.
Probability (%)	Enter the probability (in percentage) that the deal will be closed successfully.
Territory	Select the location of the contact of the deal.
Type	Enter the deal type: New Business Existing Business - Renewal Existing Business - Upgrade
Source	Select the source from where you have received the lead for the deal.
Campaign	Select the campaign from where you have received the lead for the deal.
Last Activity Type	Select the mode of contact for the deal: Appointment Chat Phone Email SMS Task
Last Activity Date	Enter the date when was the last time contacted the deal representatives.
Expected Deal Value	Enter the amount expected in the deal.

Update a Deal

Updates information of a specific deal.

Connection	Establish a connection to your Freshsales account.
Deal ID	Enter the Deal ID you want to update.
Name	Enter a name for the deal.
Deal Value	Enter the deal amount.
Account ID	Enter the Account ID of the deal.
Related Contacts	Add the contacts involved in the deal.
Deal Pipeline	Select the pipeline applicable for the deal.
Deal Stage	Select the stage of the deal: New Follow-up Under Review Demo Lost Negotiation Won
Lost reason	Select the reason for the loss if the deal is lost: Opted our rival Price is too high Junk lead Not interested No requirement Need only in future Product not satisfying No proper follow-up Appointment missed
Closed Date	Enter the date when the deal is closed.
Sales Owner	Select the user associated with this deal.
Tags	Enter the keywords to filter the contact when searching.
Product	Select the product associated with the deal.
Currency	Select the currency applicable for the deal.
Deal Value in Base Currency	Enter the deal amount in base currency.
Payment Status	Select the payment status of the deal: Offline Online
Expected Close Date	Enter the date when the deal is expected to close.
Probability (%)	Enter the probability (in percentage) that the deal will be closed successfully.
Territory	Select the location of the contact of the deal.
Type	Enter the deal type: New Business Existing Business - Renewal Existing Business - Upgrade
Source	Select the source from where you have received the lead for the deal.
Campaign	Select the campaign from where you have received the lead for the deal.
Last Activity Type	Select the mode of contact for the deal: Appointment Chat Phone Email SMS Task
Last Activity Date	Enter the date when was the last time contacted the deal representatives.
Expected Deal Value	Enter the amount expected in the deal.

View a Deal

View details of a specific deal.

Connection	Establish a connection to your Freshsales account.
Deal ID	Enter the Deal ID whose details you want to view.
Include	Select the options whose details you want to view: Owner Creator Updater Source Contacts Sales Account Deal Stage Deal Type Deal Reason Campaign Deal Payment Status Deal Product Currency Probability Created at Updated at

List All Deals

Lists all deals on your Freshsales account.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the accounts you want to list: Open Deals My Deals My Territory Deals Recent Deals Recently Imported Lost Deals Won Deals Hot Deals Cold Deals Closing This Week This Month Sales Recycle Bin
Number of deals returned	The maximum number of deals Make should return during one execution cycle.

Search Deals

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshsales account.
Search	Enter the text or phrase to search the deals.
Number of deals returned	The maximum number of deals Make should return during one execution cycle.

Delete a Deal

Deletes a specific deal.

Connection	Establish a connection to your Freshsales account.
Deal ID	Enter the Deal ID you want to delete.

Task

Watch Task Events

Triggers when one of the task events has occurred.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Freshsales account.
Events	Select the events to watch: Deal Created Deal Updated

Watch New Tasks

Checks if new task was created.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the tasks you want to watch.
Limit	The maximum number of accounts Make should return during one execution cycle.

Create a Task

Creates a new task.

Connection	Establish a connection to your Freshsales account.
Title	Enter a name for the task.
Due Date	Enter the date by when the task must be completed.
Task Type	Select the task type: Follow-up Reminder
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Description	Select the details of the task.
Owner	Select the user to whom you want to assign the task.
Target Type	Select the option to whom the task is targeted for: Lead Contact Freshsales account Deal
Status	Select the status of the task: Open Completed

Update a Task

Updates a specific task.

Connection	Establish a connection to your Freshsales account.
Task ID	Enter the Task ID you want to update.
Title	Enter a name for the task.
Due Date	Enter the date by when the task must be completed.
Task Type	Select the task type: Follow-up Reminder
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Description	Select the details of the task.
Owner	Select the user to whom you want to assign the task.
Target Type	Select the option to whom the task is targeted for: Lead Contact Freshsales account Deal
Status	Select the status of the task: Open Completed

View a Task

Views details of a specific task.

Connection	Establish a connection to your Freshsales account.
Task ID	Enter the Task ID you want to update.
Include	Select the options whose details you want to view: User Target

List All Tasks

Lists all tasks on your Freshsales accounts.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the leads you want to list: Overdue Today Tomorrow Open Completed

Delete a Task

Deletes a specific task.

Connection	Establish a connection to your Freshsales account.
Task ID	Enter the Task ID you want to delete.

Contact

Watch Contact Events

Triggers when one of the contact events has occurred.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Freshsales account.
Events	Select the events to watch: Contact Created Contact Updated

Watch New Contacts

Checks if a new contact was created.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the contacts you want to watch.
Limit	The maximum number of contacts Make should return during one execution cycle.

Create a Contact

Creates a new contact.

Connection	Establish a connection to your Freshsales account.
First Name	Enter the first name.
Last Name	Enter the last name.
Account ID	Enter the Account ID of the contact.
Email Address	Enter the email address of the contact.
Mobile	Enter the mobile number of the contact.
Work	Enter the work phone number of the contact.
Sales Owner	Select the user to whom the contact is assigned.
Subscription Status	Select the subscription status of the contact: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Tags	Enter the keyword to filter the contact when searching.
Job Title	Enter the position of the contact in the company to which he/she belongs to.
Status	Select the type for the contact: Qualified Lead Prospect Customer List Partner Reseller Other
Time Zone	Select the time zone the contact belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zipcode of the region to which the contact belongs to.
Country	Enter the country name to which the contact belongs.
Facebook	Enter the Facebook URL of the contact's company or the lead.
Twitter	Enter the Twitter URL of the lead's company or the lead.
LinkedIn	Enter the LinkedIn URL contact's company or the lead.
Territory	Select the place where the contact belongs to.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

Update a Contact

Updates information of a specific contact.

Connection	Establish a connection to your Freshsales account.
Contact ID	Enter the Contact ID you want to update.
First Name	Enter the first name.
Last Name	Enter the last name.
Account ID	Enter the Account ID of the contact.
Email Address	Enter the email address of the contact.
Mobile	Enter the mobile number of the contact.
Work	Enter the work phone number of the contact.
Sales Owner	Select the user to whom the contact is assigned.
Subscription Status	Select the subscription status of the contact: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Tags	Enter the keyword to filter the contact when searching.
Job Title	Enter the position of the contact in the company to which he/she belongs to.
Status	Select the contact type: Qualified Lead Prospect Customer List Partner Reseller Other
Time Zone	Select the time zone the contact belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zip code of the region to which the contact belongs to.
Country	Enter the country name to which the contact belongs.
Facebook	Enter the Facebook URL of the contact's company or the lead.
Twitter	Enter the Twitter URL of the lead's company or the lead.
LinkedIn	Enter the LinkedIn URL contact's company or the lead.
Territory	Select the place where the contact belongs to.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

View a Contact

View details of a specific contact.

Connection	Establish a connection to your Freshsales account.
Contact ID	Enter the Contact ID whose details you want to view.

List All Contacts

Lists all contacts on your Freshsales account.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the contacts you want to list.

Search Contacts

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshsales account.
Search	Enter the text or phrase to search the contacts.
Number of contacts returned	The maximum number of contacts Make should return during one execution cycle.

Delete a Contact

Deletes a specific contact.

Connection	Establish a connection to your Freshsales account.
Contact ID	Enter the Contact ID you want to delete.

Appointment

Watch New Appointments

Checks if a new appointment was created.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the appointments you want to watch.
Limit	The maximum number of appointments Make should return during one execution cycle.

Create an Appointment

Creates a new appointment.

Connection	Establish a connection to your Freshsales account.
Title	Enter a name for the appointment.
All Day	Select if the appointment is for all day.
From	Enter the start time of the appointment.
To	Enter the end time of the appointment.
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Time Zone	Select the time zone in which the appointment is scheduled.
Where	Enter the location of the appointment.
Description	Enter the details of the appointment.
Target Type	Select the agenda of the appointment: Lead Contact Freshsales account Deal
Attendees	Add the attendees to the appointment. ID Enter the ID of the lead, contact, or account.

Update an Appointment

Updates information of specific appointments.

Connection	Establish a connection to your Freshsales account.
Appointment ID	Enter the Appointment ID you want to update.
Title	Enter a name for the appointment.
All Day	Select if the appointment is for all day.
From	Enter the start time of the appointment.
To	Enter the end time of the appointment.
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Time Zone	Select the time zone in which the appointment is scheduled.
Where	Enter the location of the appointment.
Description	Enter the details of the appointment.
Target Type	Select the option to whom the appointment is targeted for: Lead Contact Freshsales account Deal
Attendees	Add the attendees to the appointment. ID Enter the ID of the lead, contact, or account.

View an Appointment

View details of a specific appointment.

Connection	Establish a connection to your Freshsales account.
Appointment ID	Enter the Appointment ID whose details you want to view.

List All Appointments

Lists all appointments on your Freshsales account.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the appointments you want to list: Past Upcoming

Delete an Appointment

Deletes a specific appointment.

Connection	Establish a connection to your Freshsales account.
Appointment ID	Enter the Appointment ID you want to delete.

Account

Watch Account Events

Triggers when one of the account events has occurred.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Freshsales account.
Events	Select the events to watch: Account Created Account Updated

Watch New Accounts

Checks if a new account was created.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the accounts you want to watch.
Limit	The maximum number of accounts Make should return during one execution cycle.

Create an Account

Creates a new account.

Connection	Establish a connection to your Freshsales account.
Name	Enter a new name for the account.
Website	Enter the website URL of the account.
Phone	Enter the phone number of the account.
Sales Owner	Select the user who owns the account.
Parent Account	Enter the Sales Parent Account ID for this account.
Number of Employees	Enter the number of employees in the account's company.
Annual Revenue	Enter the annual revenue of the account.
Tags	Enter the keyword to filter the account when searching.
Industry Type	Select the industry to which the account belongs.
Business Type	Select the business of the account.
Territory	Enter the ID of the territory to which the account belongs to.
Address	Enter the address of the account.
city	Enter the city name.
state	Enter the state name.
Zipcode	Enter the zipcode of the region to which the account belongs.
Country	Enter the country name.
Facebook	Enter the Facebook URL of the account.
Twitter	Enter the Twitter URL of the account.
LinkedIn	Enter the LinkedIn URL of the account.

Update an Account

Updates information of specific account.

Connection	Establish a connection to your Freshsales account.
Account ID	Enter the Account ID you want to update.
Name	Enter a new name for the account.
Website	Enter the website URL of the account.
Phone	Enter the phone number of the account.
Sales Owner	Select the user who owns the account.
Parent Account	Enter the Sales Parent Account ID for this account.
Number of Employees	Enter the number of employees in the account's company.
Annual Revenue	Enter the annual revenue of the account.
Tags	Enter the keyword to filter the account when searching.
Industry Type	Select the industry to which the account belongs.
Business Type	Select the business of the account.
Territory	Enter the ID of the territory to which the account belongs to.
Address	Enter the address of the account.
city	Enter the city name.
state	Enter the state name.
Zipcode	Enter the zip code of the region to which the account belongs to.
Country	Enter the country name.
Facebook	Enter the Facebook URL of the account.
Twitter	Enter the Twitter URL of the account.
LinkedIn	Enter the LinkedIn URL of the account.

View an Account

View details of a specific account.

Connection	Establish a connection to your Freshsales account.
Account ID	Enter the Account ID whose details you want to view.

List All Accounts

Lists all accounts on your Freshsales account.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the accounts you want to list: My Accounts All Accounts My Territory Accounts Recently Imported Recycle Bin
Include	Select the options whose details you want to view: Creator Updater Deals Industry type Child Sales Accounts Territory Tasks Appointments Business Type Contacts
Sort By	Select the option to sort the accounts: Open deals amount Created at Updated at Last contacted
Limit	The maximum number of accounts Make should return during one execution cycle.

Search Accounts

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshsales account.
Search	Enter the text or phrase to search the accounts.
Number of accounts returned	The maximum number of accounts Make should return during one execution cycle.

Delete an Account

Deletes a specific account.

Connection	Establish a connection to your Freshsales account.
Account ID	Enter the Account ID you want to delete.

Meetings

Watch Meeting Events

Triggers when one of the meeting events has occurred.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Freshsales account.
Events	Select an Event: Meeting Related to Account Created Meeting Related to Account Created or Updated Meeting Related to Contact Created Meeting Related to Contact Created or updated Meeting Related to Deal Created Meeting Related to Deal Created or Updated

Sales Activity

Watch New Sales Activity

Checks if new sales activity was created.

Connection	Establish a connection to your Freshsales account.
Filter	Select the option to filter the leads you want to watch.
Limit	The maximum number of leads Make should return during one execution cycle.

Create a Sales Activity

Creates a new Freshsales activity.

Connection	Establish a connection to your Freshsales account.
Title	Enter a name for the sales activity.
Note	Enter the details of the sales activity.
Target Type	Select the option to whom the sales activity is for: Lead Contact Freshsales Account Deal
Start Date	Enter the date when the sales activity begins.
End Date	Enter the date when the sales activity ends.
Owner	Select the user who owns this sales activity.
Sales Activity Type	Select the sales activity type: Appointment Chat Phone Task SMS
Sales Activity Outcome	Select the sales activity outcome.

Update a Sales Activity

Updates information of a specific Freshsales activity.

Connection	Establish a connection to your Freshsales account.
Sales Activity	Select the sales activity you want to update.
Title	Enter a name for the sales activity.
Note	Enter the details of the sales activity.
Target Type	Select the option to whom the sales activity is for: Lead Contact Freshsales Account Deal
Start Date	Enter the date when the sales activity begins.
End Date	Enter the date when the sales activity ends.
Owner	Select the user who owns this sales activity.
Sales Activity Type	Select the sales activity type: Appointment Chat Phone Task SMS
Sales Activity Outcome	Select the sales activity outcome.

View a Sales Activity

View details of a specific Freshsales activity.

Connection	Establish a connection to your Freshsales account.
Sales Activity	Enter the sales activity whose details you want to view.

List All Sales Activities

Lists all Freshsales activities on your account.

Connection	Establish a connection to your Freshsales account.
Number of Sales Activities Returned	The maximum number of sales activities Make should return during one execution cycle.

Delete a Sales Activity

Deletes a specific Freshsales activity.

Connection	Establish a connection to your Freshsales account.
Sales Activity	Select the Sales Activity you want to delete.

Note

Create a Note

Creates a note for a specific object.

Connection	Establish a connection to your Freshsales account.
Text	Enter the note text.
Target Type	Select the target type associated with the note: Lead Contact Freshsales Account Deal
Lead ID	Enter the Lead ID.
Contact ID	Enter the Contact ID.
Account ID	Enter the Account ID.
Deal ID	Enter the Deal ID.

Update a Note

Updates a specific note.

Connection	Establish a connection to your Freshsales account.
Note ID	Enter the Note ID you want to update.
Text	Enter the note text.
Target Type	Select the target type associated with the note: Lead Contact Freshsales Account Deal
Target ID	Enter the Target ID for the above-selected target type. For example, `Lead ID`.

Delete a Note

Deletes a specific note.

Connection	Establish a connection to your Freshsales account.
Note ID	Enter the Note ID you want to delete.

File

Upload a File

Uploads and attach a file to a lead, contact, sales account or a deal.

Connection

Establish a connection to your Freshsales account.

Type

Select the type:

Contact
Sales Account
Deal
Product

Targetable ID

Select the ID of the product whose file you want to upload.

Upload

Select the upload type:

URL
File

Link Name

Enter a name for the link.

URL

Enter the URL of the file.

File

Enter the file details:

File Name	Enter a name for the file.
File Data	Enter the file data.

Shared

Select whether the uploaded file is a shared file.

List All Files and Links

Lists all files and links attached to a specified lead, contact, account, or deal.

Connection	Establish a connection to your Freshsales account.
ID	Enter the Lead, Contact, Deal, or Sales Account ID to list the related files and links.

Other

You can watch new events, call APIs, create manual logs, and search users with the following modules.

Watch New Events

Triggers when a webhook event occurs in a Freshsales workflow.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Freshsales account.

See Set Up Freshsales Webhooks.

Create a Manual Call Log

Creates a manual call log for new or existing leads/contact or existing accounts.

Connection	Establish a connection to your Freshsales account.
Call Type	Select the call type: Incoming Outgoing
Outcome	Select the outcome result of the call.
Associate this phone call with	Select the category applicable to whom you have called: Existing lead New Lead Existing contact New Contact Existing Account
Description	Enter the details of the call.

Search Users

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshsales account.
Search	Enter the text or phrase to search the users.
Number of users returned	The maximum number of users Make should return during one execution cycle.

Make an API Call

Perform an arbitrary authorized API call.

Note

For the list of available endpoints, refer to the Freshsales API documentation.

Connection	Establish a connection to your Freshsales account.
URL	Enter a path relative to `https://integromat12-org.freshsales.io.` For example, `/api/tasks?filter=open`.
Method	GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of use - Search Tasks

The following API call returns a list of past appointments from your account.

URL: /api/appointments?filter=past

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body > appointments.

In our example, 5 appointments were returned:

In this section:

Actions	Trigger Webhooks
Request Method	Select your desired request method.
Callback URL	Paste the webhook URL you copied in step 4.

Freshsales

Connect Freshsales to Make

Set Up Freshsales Webhooks

Lead

Watch New Leads

Create a Lead

Update a Lead

View a Lead

Convert a Lead

List All Leads

Search Leads

Delete a Lead

Deal

Watch Deal Events

Watch New Deals

Create a Deal

Update a Deal

View a Deal

List All Deals

Search Deals

Delete a Deal

Task

Watch Task Events

Watch New Tasks

Create a Task

Update a Task

View a Task

List All Tasks

Delete a Task

Contact

Watch Contact Events

Watch New Contacts

Create a Contact

Update a Contact

View a Contact

List All Contacts

Search Contacts

Delete a Contact

Appointment

Watch New Appointments

Create an Appointment

Update an Appointment

View an Appointment

List All Appointments

Delete an Appointment

Account

Watch Account Events

Watch New Accounts

Create an Account

Update an Account

View an Account

List All Accounts

Search Accounts

Delete an Account

Meetings

Watch Meeting Events

Sales Activity

Watch New Sales Activity

Create a Sales Activity

Update a Sales Activity

View a Sales Activity

List All Sales Activities

Delete a Sales Activity

Note

Create a Note

Update a Note

Delete a Note

File

Upload a File

List All Files and Links

Other

Watch New Events

Create a Manual Call Log

Search Users

Make an API Call

Note

Example of use - Search Tasks

Search results