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How do I....?

Using Freshsales

  • 20 Posts
  • 41 Replies
20 Posts
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in How do I....?
Freshsales API Commands - Spotlight
Freshsales API Commands - SpotlightTutorial

Hi everyone. APIs are the backbone of modern applications, enabling seamless communication between systems and services. While basic commands offer powerful capabilities, diving into detailed API commands can unlock even more potential for the integrations you might need to make your daily work much more efficient. I believe you are already aware of our publicly available API document: https://developers.freshworks.com/crm/api/#introduction In this article, we will explore a selected list of API commands and delve deeper into the additional features that could be beneficial, in simplifying tasks and improving integrations to overcome intricate obstacles efficiently. Whether you are a developer or embarking on your API learning journey afresh, this compilation of commands offers resources to broaden your horizons and achieve more effective outcomes, for your audience. Filtering Contacts [https://developers.freshworks.com/crm/api/#list_all_contacts]If you would like to filter records bas

72010
I
Community Debut
AriannSmith
Apprentice
AriannSmithApprentice
asked in How do I....?
Gamification strategies (like XP, badges, or leaderboards)

Has anyone here implemented gamification strategies (like XP, badges, or leaderboards) in their Freshdesk or Freshsales workflows to improve user engagement or team productivity? If so, what worked best?

80
AriannSmith
Apprentice
andrej
Apprentice
andrejApprentice
asked in How do I....?
Cant Fetch "deal_payment_status_id" in GET /api/deals/id request

Im not able to read field “deal_payment_status_id” in the response of GET /api/deals/id/ I tried also use include query parameter.Could you please help me?

161
I
Skilled Expert
monon
Apprentice
mononApprentice
asked in How do I....?
Freshsales

How does lead scoring work in Freshsales? What are the best practices for email tracking?

281
pradipta.chandra
Community Manager
KateH
Apprentice
KateHApprentice
asked in How do I....?
Integrate Monday.com with Freshsales

Has anyone integrated Monday.com with Freshsales? How did you do it and what does it look like?

90
KateH
Apprentice
Cristobal
Apprentice
CristobalApprentice
asked in How do I....?
"Incorrect or expired API Key" when trying to do API calls?

Hi everyone,Has anyone recently encountered issues making API requests to a Freshsales instance?I'm consistently getting an "Incorrect or expired API Key" error for a query that was working perfectly just a few weeks ago. I've already tried resetting the API key, but the issue persists.Here's what I've checked and observed:Previous Functionality: The exact same API request with the same authentication method was working fine a few weeks ago. API Key Reset: I have reset the API key for my user account, but this did not resolve the error. Authorization Header & Encoding: I've also looked into the Authorization header. When I send the API key in the way I believe is correct (and which worked previously), I receive the "Incorrect or expired API Key" error. As a test, if I try sending the request without what I believe to be the correct encoding/formatting for the key in the header, I instead get a "You do not have permission to perform this operation" error. This suggests the API is r

762
Cristobal
Apprentice
M
Apprentice
manish_s71Apprentice
asked in How do I....?
Renewal Management Workflow

We sell License software services to clients that are renewable every year. for Ex we sell Microsoft M 365 license to customer on April 1, 2025. The same license has to be renewed on or before 31st March 2026. I wish to create automation where in my sales person get renewal message 45 days prior to expire date, and customer gets mail 30 days in advance for the expiry of license.

463
pradipta.chandra
Community Manager
Seetha206
Apprentice
Seetha206Apprentice
asked in How do I....?
Issue accessing iparams (apiKey) during local testing with dev=true in Freshsales app

I’m currently building a custom Freshsales app and testing it locally by appending ?dev=true to the Freshsales URL.I’ve added the apikey through http://localhost:10001/custom_configs, and I do see the confirmation message saying:“App installation parameters have been successfully stored. You can now proceed to test the app.”However, when I try to retrieve the API key using client.iparams.get(), the value comes back as undefined.Is this the normal behavior during dev mode testing? Or is there a way to access the apikey while still running the app locally

70
Seetha206
Apprentice
mspsiva
Apprentice
mspsivaApprentice
asked in How do I....?
Subject: Need help finding Freshsales API Rate Limit Documentation

Hi Freshworks Community,I hope you're all doing well! I'm currently working with the Freshsales API and am in need of information regarding the rate limits. I've been searching through the documentation, but unfortunately, I couldn't find the specific details.Could someone please guide me to the correct documentation or provide information on the rate limits for the Freshsales API? Your assistance would be greatly appreciated!Thank you in advance.Best regards,Siva Priyan

893
pradipta.chandra
Community Manager
ajoudeh
Apprentice
ajoudehApprentice
asked in How do I....?
Appointment Retrievals Using API

Hi, how i can retrieves appointment using API based on date rang. i tried crm/sales/api/appointments but not able to set the filters Thanks

251
pradipta.chandra
Community Manager
B
Community Debut
Bavithran RamalingamCommunity Debut
asked in How do I....?
Need to customize Freshsales meeting's default email template

Hi, is it possible to customize the Freshsales meeting’s default email template?  Or is there option to stop sending the mail while creating the meeting. 

933
pradipta.chandra
Community Manager
RedFox
Community Debut
RedFoxCommunity Debut
asked in How do I....?
SMS order

Is there a way to show SMS messages between myself and a client where it shows the newest first, not the oldest first?  I hate having to scroll down a long text thread to find the newest message.  Using desktop verion of Freshsales. 

544
Dhanashekar.tr
Community Debut
nghia10x
Apprentice
nghia10xApprentice
asked in How do I....?
Integrate Contact data with external data

Hi community expertsMy company wants to create a 360 view of our contacts stored in Freshsales by integrating with data from other sources. For example, when viewing the details of a contact, I want to add a new tab. Content of that new tab will be taken directly from another system’s API. Is it possible to do such customization in Freshsales?Appreciated for your advice

190
nghia10x
Apprentice
erok54
Apprentice
erok54Apprentice
asked in How do I....?
Products | Price change | Unable to edit Pricing type, Subscrtiption Cycle and No. of billing cycles

Why are the follow items greyed out and how do I edit them.  

671
Dhanashekar.tr
Community Debut
R
Apprentice
rolandinisApprentice
asked in How do I....?
Calendar bookings email

Hello, I’m having one very inconvenient issue, when I’m talking with a customer through email on the dashboard and send him my calendly to make a booking - sometimes client uses a different email so I have no idea who booked that meeting.Maybe it is possible to have some kind of a template and pre-fill customers email (use the one that we are sending this email to) ?I am relatively new to freshworks, so please let me know if there are better ways to manage bookings, appreciate it, thanks!

451
Shankaran_Jey
Community Debut
khagdandodee
Apprentice
khagdandodeeApprentice
asked in How do I....?
How do I apply a VBA code to multiple ppt files?.

Steps: Open a new presentation file and save it to the folder all the files you want to combine are in (you can move it later) Paste the code into the VBA window Run the InsertAllSlides macro and it will combine them.Fonts Blue

170
khagdandodee
Apprentice
goscale
Contributor
goscaleContributor
asked in How do I....?
category is not accessible for this user

I am trying to open a topic in Freshsales but the forum stops me to post it it says “category not accessible”.How can I ask a question about Freshsales? Can you help me to post a question on the forum?

628
goscale
Contributor
nixnix
Apprentice
nixnixApprentice
asked in How do I....?
Can I edit this view

I need to edit this particular view to add more fields or edit the current ones. Is it possible?  

412
A
Community Debut
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in How do I....?
Introduction to Freshsales Technical Support On-Demand Video Series
Introduction to Freshsales Technical Support On-Demand Video Series

Hello Freshworks Community Fam!Welcome to the Freshsales Technical Support On-Demand Webinar Series – your one-stop resource for boosting your knowledge of Freshsales.We are delighted to offer this new On-Demand Series that would enhance your technical knowledge with respect to Freshsales. Our on-demand videos are designed to cater to the needs of our diverse community, from beginners looking to grasp the basics to experienced users seeking advanced insights.In our on-demand video resources:We have a team of passionate experts dedicated to sharing their knowledge. They are here to help you tackle everyday challenges effectively.We cover a broad spectrum of topics, including: Troubleshooting issues. Tailoring your account to match your unique requirements. Exploring specific, unique use-cases. Keeping you up-to-date with the latest features and enhancements.  Watch the Recent Episodes Here: Modules Webinars/Documentations Lists, Segments & Email Campaigns Sales

3241
pradipta.chandra
Community Manager
jdarocha
Apprentice
jdarochaApprentice
asked in How do I....?
Addition code for classic web forms

Hello! Our development team is attempting to add one of our Freshsales classic web forms to our company’s website. However, they mentioned that the code snippet provided for the classic web form is not enough. They are requesting additional code or a predefined element id to actually mount the form to the site. Has anyone else experienced this or know where to find it in Freshsales? Thanks!

821
Aishwarya Parthasarathi
Top Contributor

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