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Using Freshsales

Using Freshsales

114 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

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Community Debut
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in Workflows and Automations
Freshsales Workflow Use Cases
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

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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
[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

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pradipta.chandra
Community Manager
R
Apprentice
radhika.kumar
published in Deals and Pipeline Management
Pipeline Management 101 with Freshsales
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

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Apprentice
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Apprentice
radhika.kumar
published in Products and Documents
Introducing CPQ - Close deals faster with in-built quote management!
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

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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 Jeyakumar
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

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

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

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rhea.desouza
Community Manager
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. 

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cullenjohns
Community Debut
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Apprentice
MoutonConcreteServicesApprentice
asked in Getting Started
What is the best way to get a durable and long-lasting concrete driveway installed?

The best way to ensure a strong and long-lasting driveway is to hire professional driveway installation experts who use high-quality materials and proper techniques. Concrete driveways are highly durable, weather-resistant, and require low maintenance compared to asphalt or pavers.

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M
Apprentice
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

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TeraBox
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?

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AriannSmith
Apprentice
Honista
Honista
asked in Getting Started
Can I use Freshworks CRM For Honista APK?

Are you wondering if it's possible to integrate Freshworks CRM with Honista APK? Let's explore this question together:Has anyone successfully connected Freshworks CRM to Honista? What challenges might you face when trying to use a professional CRM tool with a modified Instagram app? Are there any potential risks to your social media account if you attempt this integration? Does Freshworks CRM offer any features that could work indirectly with Honista?If you've tried combining these tools or have insights to share, we'd love to hear your experiences. Have you found any workarounds or alternatives that achieve similar goals?Share your thoughts and experiences in the comments below!

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Community Debut
freewheelie
Contributor
freewheelieContributor
asked in Workflows and Automations
Array length

Hello,  I’m working on a flow and I need to get length of child_ids array.  Is there a way to get that value? Thanks, Tom.

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freewheelie
Contributor
duatravels
Apprentice
duatravelsApprentice
posted in Getting Started
Hajj and Umrah packages in London

Cheapest packages for Hajj and Umrah in London Dua Travels is here to help. We provide high-quality services for the affordable, value you seek in your spiritual journey.

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duatravels
Apprentice
cashyourgold61
cashyourgold61
asked in Getting Started
Cash Your Gold – Brisbane Gold Brokers You Can Trust

Discover top-tier service with Cash Your Gold—Brisbane’s leading gold brokers for selling or investing in bullion, coins, and jewellery. Enjoy competitive market pricing, expert guidance, and a smooth, transparent selling experience tailored just for you. Plus, elevate your gold knowledge by joining our vibrant Brisbane Gold Trading Forum, where buyers, sellers, and investors share tips, ask questions, and stay ahead of precious metals trends in Queensland.

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cashyourgold61
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?

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Skilled Expert
KarGup
Apprentice
KarGupApprentice
asked in Workflows and Automations
Assigning Default values for a single field, or for dependent field.

Hi,I’m trying to reduce the fields requiring manual entries and thus want to auto populate a field called country code dependent on the country picked. Example India → 91, US → 1, etc.  This is 1 to 1 mapping hence the values should be assigned by default when picking a country. Unable to do so by making it a dependent field,  because even then it shows the option in a dropdown and not by default. Also, if someone can help create default values for a lot of fields it would help out. As of now all custom fields default to blanks. It should be easy to pick one option as a default field. 

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Contributor
Aliya32
Apprentice
Aliya32Apprentice
asked in Workflows and Automations
"Freshworks – Smart Customer Engagement Software for Modern Businesses"

Freshworks provides cloud-based software solutions that help businesses delight their customers and employees. From CRM and helpdesk tools to marketing automation and IT service management, Freshworks offers simple yet powerful products like Freshdesk, Freshsales, and Freshservice to streamline workflows and boost productivity.Explore Freshworks solutions

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Aliya32
Apprentice
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

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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. 

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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. 

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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

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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

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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?

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pradipta.chandra
Community Manager

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