Freshworks CRM

Getting Started with Freshworks CRM

The Freshworks modules allow you to watch, create, update, view, list, search, and delete contacts, leads, accounts, tasks, deals, notes, and sales activities in your Freshworks CRM account.

Prerequisites

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Freshworks CRM account to Make you need to obtain the API Key from your Freshworks account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Freshworks CRM account and open your Dashboard.

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

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3. Authenticate to view the API Key.

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4. Copy the API Key to your clipboard.

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5. Go to Make and open the Freshsales module's Create a connection dialog.

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

7. In the Domain field, enter the domain name. For example, if your Freshworks CRM account accessing URL is www.xyz.freshsales.com, then your domain is xyz.

8. In the API Key field, enter the API Key copied in step 4.

9. Click Continue.

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The connection has been established.

Watch New Accounts

Checks if a new account was created.

Connection

Establish a connection to your Freshworks CRM 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.

Watch New Appointments

Checks if a new appointment was created.

Connection

Establish a connection to your Freshworks CRM 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.

Watch New Contacts

Checks if a new contact was created.

Connection

Establish a connection to your Freshworks CRM 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.

Watch New Deals

Checks if a new deal was created.

Connection

Establish a connection to your Freshworks CRM 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.

Watch New Leads

Checks if a new lead was created.

Connection

Establish a connection to your Freshworks CRM 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.

Watch New Sales Activity

Checks if new sales activity was created.

Connection

Establish a connection to your Freshworks CRM 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.

Convert a Lead

Converts a lead to a contact.

Connection

Establish a connection to your Freshworks CRM 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.

Create an Account

Creates a new account.

Connection

Establish a connection to your Freshworks CRM 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.

Create a Lead

Creates a new lead.

Connection

Establish a connection to your Freshworks CRM 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.

Create an Appointment

Creates a new appointment.

Connection

Establish a connection to your Freshworks CRM 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.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Freshworks CRM 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.

Create a Deal

Creates a new deal.

Connection

Establish a connection to your Freshworks CRM 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.

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Connection

Establish a connection to your Freshworks CRM 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 leaf

  • New Lead

  • Existing contact

  • New Contact

  • Existing Account

Description

Enter the details of the call.

Create a Note

Creates a note for a specific object.

Connection

Establish a connection to your Freshworks CRM 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.

Create a Sales Activity

Creates a new Freshsales activity.

Connection

Establish a connection to your Freshworks CRM 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.

Create a Task

Creates a new task.

Connection

Establish a connection to your Freshworks CRM 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

Delete an Account

Deletes a specific account.

Connection

Establish a connection to your Freshworks CRM account.

Account ID

Enter the Account ID you want to delete.

Delete an Appointment

Deletes a specific appointment.

Connection

Establish a connection to your Freshworks CRM account.

Appointment ID

Enter the Appointment ID you want to delete.

Delete a Contact

Deletes a specific contact.

Connection

Establish a connection to your Freshworks CRM account.

Contact ID

Enter the Contact ID you want to delete.

Delete a Deal

Deletes a specific deal.

Connection

Establish a connection to your Freshworks CRM account.

Deal ID

Enter the Deal ID you want to delete.

Delete a Lead

Deletes a specific lead.

Connection

Establish a connection to your Freshworks CRM account.

Lead ID

Enter the Lead ID you want to delete.

Delete a Note

Deletes a specific note.

Connection

Establish a connection to your Freshworks CRM account.

Note ID

Enter the Note ID you want to delete.

Delete a Sales Activity

Deletes a specific Freshsales activity.

Connection

Establish a connection to your Freshworks CRM account.

Sales Activity

Select the Sales Activity you want to delete.

Delete a Task

Deletes a specific task.

Connection

Establish a connection to your Freshworks CRM account.

Task ID

Enter the Task ID you want to delete.

Update an Account

Updates information of specific account.

Connection

Establish a connection to your Freshworks CRM 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.

Update an Appointment

Updates information of specific appointments.

Connection

Establish a connection to your Freshworks CRM 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.

Update a Contact

Updates information of a specific contact.

Connection

Establish a connection to your Freshworks CRM 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.

Update a Deal

Updates information of a specific deal.

Connection

Establish a connection to your Freshworks CRM 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.

Update a Lead

Updates information of a specific lead.

Connection

Establish a connection to your Freshworks CRM 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.

Update a Note

Updates a specific note.

Connection

Establish a connection to your Freshworks CRM 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.

Update a Sales Activity

Updates information of a specific Freshsales activity.

Connection

Establish a connection to your Freshworks CRM 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.

Update a Task

Updates a specific task.

Connection

Establish a connection to your Freshworks CRM 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 an Account

View details of a specific account.

Connection

Establish a connection to your Freshworks CRM account.

Account ID

Enter the Account ID whose details you want to view.

View an Appointment

View details of a specific appointment.

Connection

Establish a connection to your Freshworks CRM account.

Appointment ID

Enter the Appointment ID whose details you want to view.

View a Contact

View details of a specific contact.

Connection

Establish a connection to your Freshworks CRM account.

Contact ID

Enter the Contact ID whose details you want to view.

View a Deal

View details of a specific deal.

Connection

Establish a connection to your Freshworks CRM 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

View a Lead

Views details of a specific lead.

Connection

Establish a connection to your Freshworks CRM 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

View a Sales Activity

View details of a specific Freshsales activity.

Connection

Establish a connection to your Freshworks CRM account.

Sales Activity

Enter the sales activity whose details you want to view.

View a Task

Views details of a specific task.

Connection

Establish a connection to your Freshworks CRM 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 Accounts

Lists all accounts on your Freshsales account.

Connection

Establish a connection to your Freshworks CRM 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.

List All Contacts

Lists all contacts on your Freshsales account.

Connection

Establish a connection to your Freshworks CRM account.

Filter

Select the option to filter the contacts you want to list.

List All Appointments

Lists all appointments on your Freshsales account.

Connection

Establish a connection to your Freshworks CRM account.

Filter

Select the option to filter the appointments you want to list:

  • Past

  • Upcoming

List All Deals

Lists all deals on your Freshsales account.

Connection

Establish a connection to your Freshworks CRM 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.

List All Leads

Lists all leads on your FreshSales account.

Connection

Establish a connection to your Freshworks CRM 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

List All Sales Activities

Lists all Freshsales activities on your account.

Connection

Establish a connection to your Freshworks CRM account.

Number of Sales Activities Returned

The maximum number of sales activities Make should return during one execution cycle.

List All Tasks

Lists all tasks on your Freshsales accounts.

Connection

Establish a connection to your Freshworks CRM account.

Filter

Select the option to filter the leads you want to list:

  • Overdue

  • Today

  • Tomorrow

  • Open

  • Completed

Search Accounts

Searches through your Freshsales account for match.

Connection

Establish a connection to your Freshworks CRM 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.

Search Contacts

Searches through your Freshsales account for match.

Connection

Establish a connection to your Freshworks CRM 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.

Search Deals

Searches through your Freshsales account for match.

Connection

Establish a connection to your Freshworks CRM 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.

Search Leads

Search through your Freshsales account for match.

Connection

Establish a connection to your Freshworks CRM 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.

Search Users

Searches through your Freshsales account for match.

Connection

Establish a connection to your Freshworks CRM 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.