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Using Freshsales

92 Topics
panksi
Community Debut
panksiCommunity Debut
asked in Apps and Marketplace Integrations
DataCloneError: when trying to pass file to request template

This is my try to pass formdata in body of requset template.I am getting this error:ADD FILE TO UPDATE ERROR DataCloneError: Failed to execute 'postMessage' on 'MessagePort': FormData object could not be cloned.this is my template definition:  

0
panksi
Community Debut
1 day ago
Goldwhite
Apprentice
GoldwhiteApprentice
asked in Workflows and Automations
How we can automate my business?

Hello, I am Ozi Tech Business development officer, can the Freshwork CRM helps me automating my task or business? How it can be useful in improving my business. 

4
Leogeorge2
Community Debut
15 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​​​​​​​

2
pradipta.chandra
Community Manager
22 days ago
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in Workflows and Automations
Freshsales Workflow Use Cases

Hello Everyone!Welcome to our community!  Join us today to start your journey in mastering workflows and driving innovation in automation! We're excited to share a curated list of commonly requested workflow use cases that reflect current and historical requests. We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.By becoming an active member of our community, you’ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices. ContactsUse case: To ensure sales owners reach out to the prospects within 3 days of contact creationDescription: If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner.Workflow Configuration:   Use case: To celebtrate 1 y

530
pradipta.chandra
Community Manager
23 days ago
shivani.12
Top Contributor
shivani.12Top Contributor
asked in Workflows and Automations
AI and chat in CRM

From productivity-boosting sales automation to tailoring customer experiences, chatbot integration and AI in CRM can help grow your sales today.So what would you say are the benefits of having AI + Chat in CRM?

5
Jeremyrt5886
Community Debut
27 days ago
Vanderdecken
Contributor
VanderdeckenContributor
asked in How do I....?
Linking directly to an incident from the Portal

In the portal, I can link a card directly to a service item.Can through a card can I link to an incident request and fill in some of the fields in the url?freshservice.com/a/tickets/new/&SAP default entries?So that the incident is prefilled with information about SAP items?Does this make sense? -R

1
senasam
Community Debut
1 month ago
S
Apprentice
service.workable.cloudApprentice
asked in Workflows and Automations
Fresh Service Backups (Workflow, Custom Object, Service Catalog Items)

Hi Forum,I was wondering if anyone has found a solution for backing up Workflows, Custom Objects, Service Catalog Items in Fresh Service.We have quite a lot of the object items Fresh service managing flows for our customers but it seems that Fresh Service only backup tickets, solutions, reports, which we are not worried about. Our main concern is if a Service Catalog item is deleted, it will affect our automation workflows and custom objects. We are looking for a solution to be able to restore Workflows, Custom Objects, Service Catalog Items in Fresh Service.

8
sam0090
Community Debut
1 month ago
jav.hussain2001
Apprentice
jav.hussain2001Apprentice
asked in Workflows and Automations
Workflows to auto resolve parent ticket once child ticket is resolved

Hi, I am struggling to create a workflow that automatically resolves a parent ticket once the child ticket has been resolvedFor context. We have Equipment Request forms and a child ticket for delivery of the equipmentWe want to reduce having to manually check as the delivery is the end point of the processI can only find ways to auto resolve the child ticket once the parent is resolved but we need the oppositeAny help would be appreciated please 😭. im pretty new to workflows so unsure of APIs etc  

3
Daniel Söderlund
Skilled Expert
1 month ago
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. 

0
RedFox
Community Debut
2 months ago
S
Apprentice
SKOR_98Apprentice
asked in Workflows and Automations
Approving Employee Onboarding Details

Hi all,I am currently in the process of attempting to use information parsed from a MS Form via the fresh service connector on power automate. However when I attempt to send an approval email to myself, I get no email sent to me. Below is currently the state of my workflow within Fresh serviceFlow And the expression node used to parse the information Expression used to parse stringsWhile the workflow does trigger and automate successfully according to the log, I receive no email asking for my approval. Attempting to send an approval email (blanked for privacy purposes) Would anyone know what the solution to this may be?

0
S
Apprentice
2 months ago
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

4710
pradipta.chandra
Community Manager
2 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

3
Jai Sakthi Vijay
Community Debut
2 months ago
G
Apprentice
Giles ButlerApprentice
asked in Contacts and Account Management
Resizing (and setting) Name Column

Fixing the Name column width would make the system far more user friendly.Each time I look at any table view I have to manually increase the width of the first Name column to view more than a few letters of text, even when there is plenty of empty space and few columns displayed.

3
C
Contributor
4 months ago
P
Skilled Expert
Patrick GSkilled Expert
asked in Workflows and Automations
Web request - API - create a ticket

Hi, Anyone could help me out on this please? New user, first time working with Web Request… been through documentation and this community for hours… just can’t find the bug 🤔Just trying to simply create a basic ticket from Web Request.Many thanks in advance! 

4
G
Skilled Expert
4 months ago
R
Community Manager
radhika.kumar
published in Deals and Pipeline Management
Pipeline Management 101 with Freshsales

Hello Freshsales Community,Our team is back with a webinar which focuses on discovering how Freshsales can revolutionize your pipeline management processes!From creating deals and customizing your pipeline stages to sending signed documents, Freshsales offers a comprehensive solution to help you manage your sales process end-to-end. Sign up for our webinar to gain valuable insights into how you can streamline your pipeline management:Manage and track deals effortlessly with the visual sales pipeline Customize the sales pipeline to match your unique sales process Set up filters to quickly access relevant data and focus on the deals that require your attention Leverage built-in eSignature capabilities to send signed quotes and other documents with up-to-date product information directly from the CRM.Webinar Link: https://freshworkscrm.ewebinar.com/webinar/pipeline-management-101-with-freshsales-11097?session=replay&tactic_id=6473477&utm_source=Community&utm_medium=Blog&ut

220
R
Community Manager
4 months ago
R
Community Manager
radhika.kumar
published in Products and Documents
Introducing CPQ - Close deals faster with in-built quote management!

Hello there!I’m Radhika from the Freshsales, Product Marketing Team!In today’s post, I will introduce how to generate documents such as invoices and quotes, add signatures, and close deals faster with CPQ.The benefits of integrating CPQ and CRM are multifold. In this quick 10 minute webinar, we take you through what CPQ is and its benefits. We also demonstrate the features of CPQ and Freshsales, how it can be used to generate quotes, and how you can leverage built-in eSignature capabilities directly from the CRM.   Introducing CPQ - Close deals faster with in-built quote management Stay tuned for my upcoming posts, where I share more on the features of Freshsales and how to do better! Should you have any other questions or have any specific topics you’d like me to address, please let me know in the thread below!Best Radhika,Freshsales, Product Marketing

200
R
Community Manager
4 months ago
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

1
C
Apprentice
4 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?

1
Jai Sakthi Vijay
Community Debut
5 months ago
Russ123
Apprentice
Russ123Apprentice
asked in Deals and Pipeline Management
Subscription products (PricingType,Subscription cycle,No. of billing cycles) to deal amount

Testing out freshsales as an alternative to our current salesforce org. Im loving everything so far, but im stumpped. It seems that PricingType,Subscription cycle,No. of billing cycles have nothing to do with the deal amount. It seems that the deal amount is only affected by unit price,setup fee and quantity.I might be doing something wrong, but if im not… I guess has anyone figured out a workaround to incorporate those details into the deal price. Its pretty big for selling SaaS type subsctiption products..For a simple example.. I set the unit price(license price) at $100 dollars. Selling 100 units. Subscription cycle is yearly and the billing cycle is 5.Right now its just 100*100=$10,000… What makes more sense is that it would be 100*100*5=$50,000.

1
Jai Sakthi Vijay
Community Debut
5 months ago
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.  

1
Dhanashekar.tr
Community Debut
5 months ago
LorneH
Contributor
LorneHContributor
asked in Deals and Pipeline Management
Best approach for adding multiple orders to a Deal

We create a product quote for the customer and save as a deal - the customer can buy at multiple points from the quote, so on the first purchase we mark the deal as won and update the deal value to reflect the actual order amount (the original quote value is stored separately) But if the customer makes a subsequent purchase from the same quote, what is the best approach to record this?If we update the Deal with the net total of the purchases we loose the fact that the customer placed multiple orders against the single deal. I’ve thought of auto creating a new deal linked to the original quote but making the quote ID non-unique takes away the ability to search by quote ID with the API call so I’d prefer not to have multiple deals all referencing the same quote.Anyone out there have a good way to record order #1 order value #1, order #2, order value #2...etc.. against a single quote or deal? 

1
Shankaran_Jey
Community Debut
5 months ago
LorneH
Contributor
LorneHContributor
asked in Analytics
Performing calculations in FreshSales Analytics

In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.I’m looking to get a % of quote value converted purchase value/ quote value a a percentage but I can’t figure out how to do this in Analytics without the additional field added in the Deal module.

1
Dhanashekar.tr
Community Debut
5 months ago
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!

1
Shankaran_Jey
Community Debut
5 months ago
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in Workflows and Automations
Workflows Deep Dive (Freshsales/Freshsales Suite) - Watch-On DemandOn-Demand Video

Hello Everyone! We are here, yet again, with another most requested webinar. Join us for a deep dive into the Workflows feature inside Freshsales/Freshsales Suite. If you are new to Freshsales, or have requirements for automating certain actions to make things easier for your Teams, this webinar will equip you with the knowledge and insights needed to move forward and use the feature to it’s full potential. 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. AGENDA Understanding the functionality and scope of workflows Elements of a workflow Tailoring a workflow Use cases and Action logs Webhooks FAQsHere’s your link to access the webinar -  Workflow Basic Use cases: Please leave a comment with your feedback or suggestions for our next webinars. We will definitely pick those up. CheersPradipta Chandra 

3761
pradipta.chandra
Community Manager
5 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! 

5
HeraLila123
6 months ago

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