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Using Freshsales

  • 9 Topics
  • 21 Replies
9 Topics
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in Apps and Marketplace Integrations
[Freshsales On-Demand Video] - Whatsapp Integration - Deep Dive

Hello Everyone!Happy Midweek!!We've heard you!! Back by popular demand, here’s an exclusive on-demand video on integrating WhatsApp with Freshsales.If you have a WhatsApp Business number through which your prospects/customers reach out to you, this integration will help you manage all forms of communication through that number within Freshsales. This webinar is curated by the Freshsales Support team, who you generally reach out to for issues/queries. We have tried to collate as many FAQs as possible to make this webinar worth your time.WATCH VIDEO HERE -   What can you expect to learn - Understanding the basics of WhatsApp Integration Templates and their application Protocol of media links WhatsApp Campaign and Journey FAQsAdditional resources for you to explore - Freshworks Whatsapp Article Folder: https://crmsupport.freshworks.com/en/support/solutions/folders/50000000757 WhatsApp Pricing: https://developers.facebook.com/docs/whatsapp/pricing/ WhatsApp Error Code: https://developers.f

5410
pradipta.chandra
Community Manager
5 months ago
yasminjahan
Apprentice
yasminjahanApprentice
posted in Apps and Marketplace Integrations
How to Use Paxi Tracking: 

Paxi, the courier service offered by South Africa's Pep Stores, provides an affordable and convenient way for people across the country to send and receive packages. The service is widely used, especially for personal parcels, small businesses, and online sales. Tracking your package with Paxi is simple, and here’s a quick guide on how to do it effectively.1. Obtain Your Tracking NumberWhen you send a package via Paxi, you will receive a unique tracking number printed on your receipt. This number is essential for tracking the status of your package. Make sure to keep it in a safe place, as it’s the key reference you’ll need to monitor your shipment’s progress.If you are the recipient of a Paxi parcel, ask the sender to share this tracking number with you, as you won’t be able to track the package without it.2. Visit the Paxi Tracking WebsiteTo track your parcel, go to the official Paxi tracking page, which can be accessed at www.paxitrack.com. This page is user-friendly and provides al

240
yasminjahan
Apprentice
27 days ago
Hegery
Apprentice
HegeryApprentice
asked in Apps and Marketplace Integrations
cross-origin With My React App

Hi,We are unable to create contact using APIs on a react js application. We are facing the CORS policy blocking issue. Please help us to fix the below error. API URL:'https://lawazem-744221652743434123.myfreshworks.com/crm/sales/api/contacts'METHOD:post​​​​​​​

352
pradipta.chandra
Community Manager
3 months ago
teddy_yew
Apprentice
teddy_yewApprentice
asked in Apps and Marketplace Integrations
Issue with Freshdesk and Freshsales Integration

The freshdesk and freshsales integration has a major limitation.  Due to shared agent roles permission, the freshsales agents has no public note permission and therefore reply via email (outlook/gmail) will not be captured in Freshdesk ticket.  Imagine the following situation:1. The FS Agent received a complaint via email from a customer.2. FS Agent added the support email in his reply via Outlook (TO/CC field).3. A ticket is created in FD.4  After a while, let's say the FS Agent want to follow up on this OR the FS agent wants to provide more information to support, such as Company Name, Account Name etc. He replied to the email in Outlook5. The responses from 4 are NEVER CAPTURED in Freshdesk. This create a big issue because FD agent will not be able to see the replies. It will be inefficient for everyone who trying to help the customer. I raised a support ticket a month ago and there is no solution for this. The FW support has enabled flag to make responses (via email) as a private n

1073
Jai Sakthi Vijay
Community Debut
5 months ago
mark-rasa
Apprentice
mark-rasaApprentice
asked in Apps and Marketplace Integrations
Are React Apps supported in Freshsales?

I have successfully gotten a custom app to show up when I use “freshworks_crm” in the manifest and use the “my first app” template offered in the menu.However, I’ve noticed that the react app template is only available under freshdesk.Does this mean that react apps are not supported under freshsales?

791
Jai Sakthi Vijay
Community Debut
7 months ago
MarkSherbakov
Apprentice
MarkSherbakovApprentice
asked in Apps and Marketplace Integrations
Can't upload a customapp

Hi guys!I’m trying to create a custom app for my freshsales dashoard.For testing purposes, with Freshworks CLI I’ve created a freshsales template.During the work, I faced 2 problems:1. when creating an app, I get the following error ( on the screen )https://t4709810.p.clickup-attachments.com/t4709810/bf2810a0-7330-438a-9c4e-df5e1f31720f/image.png2.  I can't launch developer mode. I launched the local server with CLI, in browser set up my account's url + ?dev, but got the response from freshwork: couldn't find the page. I’d be really greatful if somebody helps!Thank you! 

875
HeraLila123
9 months ago
Ahmed Ali
Apprentice
Ahmed AliApprentice
asked in Apps and Marketplace Integrations
How to POST files through a Zapier Webhook

I am having trouble POSTing a Webhook from Zapier to FreshworksCRM. In my Zap I am trying to POST a file (from GDrive) to the FreshworksCRM API, which works perfectly via Postman. Entering all information in Zapier gives us the error message 400 - Bad Request. I was assuming that Zapier is changing something in the POST Request which I can not see in the frontend - which is not the fact as the support told me. linkIn Postman I am using the headers authorization:Token token={{APItoken}},Content-Type:multipart/form-data and content-type:multipart/form-data; boundary=----WebKitFormBoundary7MA4YWxkTrZu0gW.For my Form-data I am using the file in Postman which I upload manually, as well as the targetable_id and the targetable_type.Does anyone have an idea why I can not make it work in Zapier?

3192
S
9 months ago
mark-rasa
Apprentice
mark-rasaApprentice
asked in Apps and Marketplace Integrations
Full-page app not showing up in Freshsales

I am adding a custom app to our Freshsales Suite, and things seem to show up correctly for the Contact menu.Is full page app supported in Freshsales?If not, it would be fantastic if the documentation mentioned where things do or don’t work, depending on the app. For example, using “freshsales” in the manifest DOES NOT WORK, but “freshworks_crm” does. 

1007
C
Community Debut
1 year ago
kellywfl
Apprentice
kellywflApprentice
asked in Apps and Marketplace Integrations
Shopify Tags - Not Synching

Currenlty missing over 100+ contacts with no shopify tagsin the customer fields area. I have been receiving updates but have no estimate on if this will ever be fixed. This is my second trial so we are working on 45+ days of nothing.  Any help would be great as we are working on 2 months without the ability to use this CRM. Perhaps it’s not ready for shopify?

341
Aishwarya Parthasarathi
Top Contributor
1 year ago

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