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Freshsales Suite

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12 Posts
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12 Posts

ATXMikeApprentice

asked in Freshsales Suite

ERROR w/ Website URL

For some reason whenever I save a custom website url for example: https://app.websitedomain.com/property=12345 FreshSales automatically changes the url to be: app.websitedomain.com Does anyone know how to make this stop happening?

soniabraga00Apprentice

asked in Freshsales Suite

Is Freshworks the Best All-in-One Customer Engagement Solution in 2025?

I've been exploring different customer engagement platforms lately, and Freshworks caught my attention. For those who aren't familiar, Freshworks offers a suite of products like Freshdesk (for customer support), Freshsales (CRM), Freshservice (ITSM), and several other tools designed to improve customer experience and streamline business operations.With all-in-one solutions becoming increasingly popular, I'm curious: Has anyone here implemented Freshworks products in their business recently? How do you find its performance compared to competitors like Zendesk, HubSpot, or Salesforce? Is the integration between Freshworks tools smooth, or do you face any challenges? Also, how's the pricing model—does it provide good value for money?

asked in Freshsales Suite

Can I use Freshworks CRM For CodeX Executor?

Combining powerful software tools can significantly enhance business operations. Freshworks CRM, known for its customer relationship management capabilities, and CodeX Executor, a versatile execution platform, are two such tools that, when integrated, offer robust solutions for various business needs. This article explores whether Freshworks CRM can be used for CodeX Executor, detailing the integration process, benefits, challenges, and real-life case studies.Understanding Freshworks CRMFreshworks CRM is a comprehensive customer relationship management solution designed to help businesses manage interactions with current and potential customers. Key features include:Contact Management: Easily organize and manage customer information. Sales Management: Streamline sales processes with automation and pipeline management. Marketing Automation: Enhance marketing campaigns with targeted email marketing and lead scoring. Customer Support: Provide excellent customer service with integrated sup

dileepkumaranApprentice

asked in Freshsales Suite

Regarding Freshsales Product Event

We are developing an app (Freshsales Sage integration) that utilizes the 'onContactCreate' event to listen for contact creation events in Freshsales. However, we have observed occasional failures of the 'onContactCreate' event when creating contacts in Freshsales. During our testing, when we attempted to create 10 contacts at a time for 5 iterations, totaling 50 contacts, the product event didn't trigger for 3 contacts in the first iteration, but it triggered successfully for all subsequent iterations, allowing us to retrieve the contacts. Consequently, we were unable to retrieve all the contacts created in FreshSales using the product event. We have also encountered this issue while creating 5 contacts at a time in Freshsales, during which the product event only triggered twice. This does not occur frequently, but it happens occasionally. Does anyone have any suggestions?

jdarochaApprentice

asked in Freshsales Suite

Workflow for field value changed by specific amount

Hello! I would like to create a workflow that is triggered when a number field value decreases by a certain percentage. It doesn’t look like this is an option in the dropdown however. The only options I have are:is is not equal to is greater than is less than is between is empty is not empty is changedI thought of using the ‘is changed’ option, but it doesn’t let me specify how much I would like it to change by. Is there a way to do this? Thank you.

ATXMikeApprentice

asked in Freshsales Suite

N8N.io Cannot read properties of undefined (reading 'total_pages')

I am trying to conduct a simple get request with the Freshworks CRM and keep getting the following error message: Cannot read properties of undefined (reading 'total_pages') Can you let me know why this is happening as I am only asked the following as outlined in the link images listed below: Request Page:https://prnt.sc/3mGJIA5vyHohSettings Page:https://prnt.sc/hrqROki0tdEp

VeerathepApprentice

asked in Freshsales Suite

Contact Segmentation by Deal

How can I config or set up to use deal data with contact segmentation to categorize them and use it in customer journey?

freshmsdApprentice

asked in Freshsales Suite

Cannot read properties of undefined (reading 'code')

When we attempt to connect a Zap to freshsales, we get this error:

Rob J EliteGroupITContributor

posted in Freshsales Suite

Gap Analysis - Freshsales Suite / CRM

What are others peoples experiences with FreshSales suite from a Gap Analysis perspective.I only have the one competitor program i am comparing against, but as our companies current business processes are built on the reporting data provided we need to make sure that gaps can be closed if adopting this product. Areas affected so far:no underling buy prices so no profits can be calculated deal value is not the total deal value over the whole term deal value amount is only valid for the first billing month.(setup/ one offs) deal line items are not accessible in workflows original products are used as a template but a discount changes that value deal line item values are not accessible as summed totals on deals. Total profits can not easily be calculated on a deal culmination of the above

dileepkumaranApprentice

asked in Freshsales Suite

Issue in Oauth file

We are developing a paid app, Freshsales - Sage integration. In that integration we are using account level Oauth to authenticate Sage. (I've attached the sage documentation for your reference) Please find Sage document here When the app is authenticated for the first time, the refresh token and access token is getting generated and the sage APIs are working. But after the expiration period of the access token, the refresh token flow is not happening. We couldn't be able to check whether the refresh token is getting stored in the app storage since we weren't able to run the app locally. Could you please help us with this? In the postman, we were able to see that refresh token also getting returned along with the access token. I've attached the file that we are using (oauth_config.json)

elbaltezarApprentice

asked in Freshsales Suite

How to get the current record ID from app.js

Hi everyone!I am starting to develop a custom application, I used the Freshworks CLI to create my project and I am creating my custom application, writing code.So, I have a question: How can I get the id of the current record?My custom application runs on top of the deals module, and it is a form in which I want to load data from the contacts module. So, I think the steps to achieve this are:- Get te current record ID (?? How to get this current record ID ??).- With te current record ID, make a GET request to deals module including their contact info to get the respective contact ID.- With the contact ID, make a GET request to contacts module to get the neccesary data to auto fill the fields on the form.I expect to someone can help me.Regards.

Aamirmrtaza123Apprentice

asked in Freshsales Suite

How can I generate CRM for 30 patients with optimised code in R

Which are command/loop or any suggestion to generate CRM for 30 patients with 6 doses using R in bio-statistics ? I need to get the most efficient dose and cumulate ptox results with an optimized code (for simulation) prior<-c(0.05,0.10,0.20,0.35,0.5,0.7) target=0.2

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