Skip to main content

Freshsales

Use the Freshsales activity to automate work in Freshsales, and integrate Freshsales with other activities. Boltic has built-in support for a wide range of Freshsales features, including creating, updating, deleting, and retrieving accounts, appointments, contacts, deals, notes, sales activities, and more.

Freshsales Secrets​

Prerequisites​

  • Create a Freshworks CRM account.

Supported Authentication Methods​

  • API key

Refer to Freshworks CRM's API documentation for more information about the service.

Using API Key​

To configure this secret, you'll need:

  1. API Key: Refer to the Freshworks CRM API authentication documentation for detailed instructions on getting your API key.
  2. Your Freshworks CRM Domain: Use the subdomain of your Freshworks CRM account. This is part of the URL, for example, https://<subdomain>.myfreshworks.com. So if you access Freshworks CRM through https://boltic.myfreshworks.com, enter boltic as your Domain.

Basic Operations​

Account​

  • Create an account
  • Delete an account
  • Retrieve an account
  • Retrieve all accounts
  • Update an account

Appointment​

  • Create an appointment
  • Delete an appointment
  • Retrieve an appointment
  • Retrieve all appointments
  • Update an appointment

Contact​

  • Create a contact
  • Delete a contact
  • Retrieve a contact
  • Retrieve all contacts
  • Update a contact
  • Upsert a contact

Deal​

  • Create a deal
  • Delete a deal
  • Retrieve a deal
  • Retrieve all deals
  • Update a deal

Note​

  • Create a note
  • Delete a note
  • Update a note

Sales Activity​

  • Retrieve a sales activity
  • Retrieve all sales activities

Task​

  • Create a task
  • Delete a task
  • Retrieve a task
  • Retrieve all tasks
  • Update a task