The Freshsales API offers a suite of functionalities to enhance your CRM experience by automating sales processes, syncing customer data, and integrating with other business applications. By leveraging Pipedream's serverless platform, you can create custom automations that trigger actions within Freshsales or in other apps, based on events in Freshsales. This opens up possibilities for sales teams to streamline lead management, enhance customer engagement, and analyze sales performance.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshsales: {
type: "app",
app: "freshsales",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshsales.$auth.bundle_alias}/api/tasks?filter=open&include=owner`,
headers: {
"Content-Type": `application/json`,
"Authorization": `Token token=${this.freshsales.$auth.api_key}`,
},
})
},
})
Deal Progression Notifications: Set up a workflow that sends real-time Slack notifications to a sales channel when a deal moves to a new stage in the Freshsales pipeline, keeping the team instantly informed.
Customer Success Handover: Automate the process of creating a task in project management tools like Asana when a deal is won in Freshsales, ensuring smooth handover from sales to customer success teams.
Create a new contact in your Freshsales account. See the documentation
Create a new deal in your Freshsales account. See the documentation
Fetch all contacts from your Freshsales account. See the documentation
Fetch all deals from your Freshsales account. See the documentation
Freshsales uses API keys for authentication. When you connect your Freshsales account, Pipedream securely stores the keys so you can easily authenticate to Freshsales APIs in both code and no-code steps.