Skip to main content
  • EN

Using Freshsales

Using Freshsales

105 Posts
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in How do I....?
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

63410
I
Community Debut
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

2270
pradipta.chandra
Community Manager
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

7840
pradipta.chandra
Community Manager
R
Apprentice
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

350
R
Apprentice
R
Apprentice
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

480
R
Apprentice
Kamakshi V
Community Manager
Kamakshi VCommunity Manager
published in Getting Started
WATCH ON DEMAND - Live Q&A session with sales & marketing expert Ft. Jessica JeyakumarASK THE EXPERT - SALES & MARKETING

Hello Freshworks Community Fam!I’m really excited to announce the next Live Q&A session with our Sales & Marketing Expert @Jessica Jeyakumar on Tuesday, October 10 at 3:00 p.m. IST. In this live Q&A session, you can directly interact with her and ask all things related to CRM - Freshsales, Freshmarketer and Freshsales Suite.But first, I’d love to introduce Jessica and share a little more about her here! Jessica JeyakumarSolution EngineerFreshworks Jessica Jeyakumar is a Solution Engineer with 2 years of experience at Freshworks. Prior to Freshworks, she held the same role at TCS. With a passionate commitment to her work, Jessica imparts her expertise in Freshsales, Freshmarketer, and the Freshsales Suite to empower customers in harnessing the full potential of these products for their businesses.Beyond her professional life, Jessica has a profound love for animals, finding solace and joy in their presence. During her leisure time, you can often find her engrossed in good bo

848
Kamakshi V
Community Manager
Srini :-)
Contributor
Srini :-)Contributor
published in Workflows and Automations
Ask Me Anything: Automation in Freshsales | October 27 - November 3ASK ME ANYTHING

 Hey, I am Srini.I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :)  It's time to talk automation in Freshsales! Here’s how it works👉Community members and Freshsales customers share drop their questions around Freshsales and automations in the comments section below🕵 I will reply to each one of you with my thoughts and suggestions, doing my best to solve any challenges you might be facing⏱ Dates: This conversation is open from October 27 to November 3. 💬Wondering what you can ask me? I’ve listed out a few to make it easier:1. Automate a series of emails with Sales Sequences in Freshsales - When, Why and How. 2. Categorizing contacts and assigning to sales people - How can Freshsales help you? 3. Let automation take over this holiday season - What are some best pr

2879
alyssia.correa
Community Manager
rhea.desouza
Community Manager
rhea.desouzaCommunity Manager
published in Workflows and Automations
Community Carnival: Sales and Marketing Village

This Sales and Marketing Village is all set to exude holiday cheer with product resources, AMAs, games and more. While this village might not come draped in jack-o-lanterns, spider webs, and costumes, there’s definitely a lot to expect tucked in. Here’s the lowdown →Day 1 - October 27💬 Ask the (Product) Expert with @Srini :-) : Freshsales AND Freshmarketer✅ Resource: Grow your Online Store with Freshworks📣 Demo: Modern Views, Lists, Segments and Email Campaigns✅ Resource: 5 nightmares that haunt sales people (and how to make them stop)✍ Answers with Aish: Freshsales Tips Day 2 - October 28📌 Freshsales Bootcamp: A series of videos to get you started with Freshsales✅ Resource: Cart Abandonment Ebook🎈 Game 2: Create your own madlib!✍ Answers with Aish: Freshsales Tips As a part of the curated peer-to-peer learning experience, we hope to take this 2 day extravaganza to the next level, with your help! While we busy ourselves putting up the last minute decorations, and creating a Village

2418
rhea.desouza
Community Manager
shivani.12
Top Contributor
shivani.12Top Contributor
posted in Sales Sequences
Seven tips to get more sales during Cyber Monday

The Thanksgiving holiday season ends with Cyber Monday, which is the biggest shopping fest for digital retailers and looks at keeping the shopping momentum going. As people are back from their big holiday break, their hunger for bargain shopping doesn’t dip. Cyber Monday’s growing popularity makes it a day that businesses can no longer ignore. So here are seven tips to get the most of your sales this Cyber Monday using a CRM. 1. Leverage your CRM for amazing sales campaign ideas: If Cyber Monday hasn’t been on your radar this holiday season, it’s not too late to whip up a quick sales campaign. You can still aim to bring shoppers to your website throughout the week using your CRM and get your sales numbers high. 2. Revisit your historic wins: If you’re using a CRM to track sales activities, you can rely on sales reports to deep dive into the numbers. With advanced reporting, you can pull up data and analyze your sales performance via visual charts. These insights can help you determine

261
A
Community Debut
gwjang
Apprentice
gwjangApprentice
asked in Deals and Pipeline Management
How to calculate the total amount of deal for subscription product?

When  I add the below data to the deal, the amounf of the deal  is  1000 instead of 10000.Product : A Unit Price : 1000 Unit : 1 Pricing Type :Subscription Billing Cycle : 10I need some advice about that.Thnaks. 

2055
pradipta.chandra
Community Manager
M
Apprentice
manish_s71Apprentice
asked in Products and Documents
Product and Deals

How to add products to deals as when I enter a new deal, I want products also appears in the same page, where I am entering details of deal,  which I am not able to do. 

81
pradipta.chandra
Community Manager
J
Apprentice
jacklieeApprentice
posted in User Management
Bengaluru's Real Estate Boom: A Look at Upcoming Projects

Bengaluru, often dubbed the "Silicon Valley of India," continues its remarkable growth trajectory, fueled by a robust IT sector, thriving startup ecosystem, and a constant influx of professionals. This dynamism is clearly reflected in the city's real estate landscape, with numerous upcoming projects in Bangalore catering to diverse housing needs and investment opportunities. From luxurious apartments to sprawling plotted developments and elegant villas, the city's future skyline promises to be even more impressive.The demand for quality housing remains high, leading leading developers like Prestige Group, Brigade Group, Sobha Limited, Godrej Properties, and Birla Estates to aggressively launch new ventures across prime locations. Areas like Whitefield, Sarjapur Road, Electronic City, Devanahalli, and Yelahanka are particularly seeing a surge in development, becoming hotspots for buyers seeking modern amenities, excellent connectivity, and potential for appreciation. Investors are also

50
J
Apprentice
P
Apprentice
Patrick KayApprentice
asked in Workflows and Automations
Change Management Approvals - Dynamic

Hi All!I am currently building out our change management module in my sandbox environment. The business I work for has around 15 different CAB approval areas. A change requestor can select from 1 approver to up to all 15 if necessary to approve the change. The issue I'm having is once selected, getting the approvals to go onto the change in parallel, so that each area can approve or reject the change at the same time as any other, in order to speed up the change process.I have tried creating separate workflows for each area that triggers when a change is updated to the status of “Awaiting Approval”, and the condition of the “CAB Approval Area” field being chosen. If this matches, an approval email is sent to the Change Approvers. This works fine if one area is chosen, but I cant see a way to create in one workflow, a dynamic way of checking which “CAB Approval Area” has been chosen, and send an approval email to each area for them to approve in parallel with each other.I tried separate

1608
alexii
Community Debut
shivani.12
Top Contributor
shivani.12Top Contributor
posted in Workflows and Automations
5 ways to keep leads flowing through the holidays

The last holiday break of the year is almost here. As you transition from one celebration to another, you can’t risk ignoring the leads in your pipeline. There’s a lot of potential customers and revenue that could slip through the cracks when you’re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.  Here are five ways to keep leads flowing through the holidays: 1. Communicate your unavailability/availability: Your business website is open 24×7 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who’s available on shift and take the business forward.  2. Set up appropriate handovers: Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf

8210
alexii
Community Debut
monon
Apprentice
mononApprentice
asked in How do I....?
Freshsales

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

171
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?

50
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

562
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.

303
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

50
Seetha206
Apprentice
S
Apprentice
sriram.palaniappanApprentice
published in User Management
How can I assign leads to a set of users equally?

When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.

3454
pradipta.chandra
Community Manager
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

763
pradipta.chandra
Community Manager
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.

2253
pradipta.chandra
Community Manager
stevemc
Top Contributor
stevemcTop Contributor
asked in Workflows and Automations
How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules

I don’t see any way to set default values in fields added to Contact, Account, Deal or Custom Modules.For example, I add a checkbox to a Custom Module,  There seems no way to cause the checkbox to default to “Enabled”.Likewise, if I add a dropdown list, I have no way to set the default selected item.Same would be useful for other fields such as:Text box Multi-select Date (for date I’d like to default to values such as +7days, +1 month, +1 year, etc.Is it possible to set default selected item?  How?

14645
pradipta.chandra
Community Manager
S
Apprentice
sd_briApprentice
asked in Analytics
Deal Value - Unit Price and Setup Fees

Against a deal I can report the total deal value, which is a combination of the product/s unit price and setup fee.I want to report on just the unit price or setup fee while using a date dimension from a deal. I’ve tried with a custom metric where I subtract the setup fee from the deal value to get the unit price, however when using the metric I am presented with only a created at/updated at date dimension. I want to use a date dimension from the deal. Have already tried custom attributes too without luck.It seems the unit price and setup fee are within the Deal Lines Items module.Happy to use custom fields on the deal but can’t seem to get to the Deal Lines Items into a formula in a deal.Slowly running out of ideas.Ideal scenario. A report that has deal closed date, by month, showing the values of the unit price and setup fee separately.Any help/ideas would be appreciated.

271
pradipta.chandra
Community Manager
rzerbato
Apprentice
rzerbatoApprentice
asked in Products and Documents
Zoominfo Enrich Connection Not Working

Our mutual client, the Sitkins Group, has been having trouble setting up the Zoominfo API connection. Everything appears to be working on the Zoominfo side, but they try to run an Enrich job and the job just spins and doesn’t do anything. We’ve done what we can to troubleshoot and are now reaching out to Freshworks for further support, as we have no visibility into the Zoominfo app that Freshworks built and are not sure what’s causing the job to spin without ever completing.

241
pradipta.chandra
Community Manager

Badge winners

  • Salud, Ideator
    josh_the_techhas earned the badge Salud, Ideator
  • Salud, Ideator
    naten_12has earned the badge Salud, Ideator
  • Wizard of Creative Thinking (5)
    carterg.tnchas earned the badge Wizard of Creative Thinking (5)
  • Helping Hand
    Alex410has earned the badge Helping Hand
  • Salud, Ideator
    matbthas earned the badge Salud, Ideator
Show all badges
Terms of Use