Freshsales

Personalize engagement, shorten your sales cycle, and grow your business with Freshsales

Integrate the Freshsales API with the Filter API

Setup the Freshsales API trigger to run a workflow which integrates with the Filter API. Pipedream's integration platform allows you to integrate Freshsales and Filter remarkably fast. Free for developers.

Continue execution if a condition Is met with the Filter API

Continue workflow execution only if a condition is met

 
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End execution if a condition is met with the Filter API

End workflow execution if a condition is met

 
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Overview of Freshsales

With the Freshsales API, you can build a variety of applications and
integrations to extend the functionality of your Freshsales account. Here are
some examples of what you can build:

  • A custom app to import data from another CRM system into Freshsales
  • An integration to send data from Freshsales to a third-party data analysis
    platform
  • A tool to automate repetitive tasks within Freshsales, such as lead
    assignment or follow-up emails
  • A dashboard to visualize Freshsales data in real-time
  • A support ticketing system that integrates with Freshsales

Connect Freshsales

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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.domain}.freshsales.io/api/leads/`,
      headers: {
        "Content-Type": `application/json`,
        "Authorization": `Token token=${this.freshsales.$auth.api_key}`,
      },
    })
  },
})

Overview of Filter

The Filter API is a great way to build powerful workflows that can manipulate
and transform data. Here are some examples of what you can build using the
Filter API:

  • A workflow that transforms data from one format to another
  • A workflow that filters out data that does not meet certain criteria
  • A workflow that sorts data in a specific order
  • A workflow that calculates statistics or aggregates data
  • A workflow that combines data from multiple sources

Connect Filter

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export default defineComponent({
  async run({ steps, $ }) {
    let condition = false
    if (condition == false) {
      $.flow.exit("Ending workflow early because the condition is false")
    } else {
        $.export("$summary", "Continuing workflow, since condition for ending was not met.")
    }
  },
})