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Freshsales

Integromat Integromat Updated May 01, 2020 09:35

Getting Started with Freshsales

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

Prerequisites

  • A Freshsales account

In order to use Freshsales with Integromat, it is necessary to have a Freshsales account. If you do not have one, you can create a Freshsales account at freshsales-crm/signup/.

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

Connecting Freshsales to Integromat

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

1. Log in to your Freshsales account and open your Dashboard.

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

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3. Authenticate to view the API Key.

freshsales.png

4. Copy the API Key to your clipboard.

freshsales1.png

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

arFfekcFLh.gif

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 Wix Answer 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.

frshsales2.png

The connection has been established.

Triggers

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 Integromat should return during one execution cycle. 

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 Integromat should return during one execution cycle. 

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 Integromat should return during one execution cycle. 

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 Integromat should return during one execution cycle. 

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 Integromat should return during one execution cycle. 

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 Integromat should return during one execution cycle. 

Actions

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 to.
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 to.
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 to.
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 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 to.
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 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.

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 to.
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 to.
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 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.

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 to.
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 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.

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 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 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 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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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 to.
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 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 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.

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 zipcode of the region to which the contact belongs to. 
Country Enter the country name to which the contact belongs to.
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 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.

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 zipcode of the region to which the lead belongs to.
Country Enter the country name to which the lead belongs to.
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 to.
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 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.

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.

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 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.

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.

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.

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

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
  • Lead Stage
  • Lead Reason
  • Territory
  • Campaign
  • Tasks
  • Appointments
  • Notes

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.

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

Searches

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 Integromat should return during one execution cycle.

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.

List All Files and Links

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

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

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 Integromat should return during one execution cycle.

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

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 Integromat should return during one execution cycle.

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

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 Integromat should return during one execution cycle.

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 Integromat 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 Integromat should return during one execution cycle.

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 the leads.

Number of leads returned The maximum number of leads Integromat should return during one execution cycle.

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 Integromat should return during one execution cycle.
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