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Using Freshsales

Using Freshsales

99 Posts
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. 

1114
Leogeorge2
Community Debut
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​​​​​​​

812
pradipta.chandra
Community Manager
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?

825
Jeremyrt5886
Community Debut
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.

6478
S
Apprentice
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  

983
Daniel Söderlund
Skilled Expert
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?

170
S
Apprentice
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

1163
Jai Sakthi Vijay
Community Debut
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.

833
C
Contributor
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! 

8924
G
Skilled Expert
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?

841
Jai Sakthi Vijay
Community Debut
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.

1491
Jai Sakthi Vijay
Community Debut
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.  

401
Dhanashekar.tr
Community Debut
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? 

771
Shankaran_Jey
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!

341
Shankaran_Jey
Community Debut
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 

4041
pradipta.chandra
Community Manager
generik
Community Debut
generikCommunity Debut
asked in Workflows and Automations
Workflow Creating a timed event based on scheduled time

Hi, I’m in the process of creating a timed event that will happen based on a service item scheduled time. The scenario is, we have a change planned and 30 minutes before planned start (which is defined in the change ticket) I want automate sending out a slack message to inform people that a change is going to happen so to not confuse anyone why systems are down or worse have them impact said change. I have already automated a slack message to posted with the change information but that’s automated when the change has been approved by CAB, any ideas on how to best proceed with how to get the workflow to read the start time and then post the message in accordance to that? I’m sorry if I might have overlooked something obvious but I figured I’d ask in here in hopes of someone already having a solution at hand :)   Thanks in advance!

831
Daniel Söderlund
Skilled Expert
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?

408
goscale
Contributor
er.sharad
Apprentice
er.sharadApprentice
asked in Getting Started
Call Recording in PhoneCall logging

Hi dev community,  i have been looking for a elegant solution to store call recording along with phone call logging. but according to the documentation i have not found much field to store recording or any hyperlink address to place voice_audio_link. Is there anyone who have done this before or implemented this.  

452
Jessica Jeyakumar
Community Debut
Pripri
Apprentice
PripriApprentice
asked in Deals and Pipeline Management
Leads on december 2022?

Does it exists leads in the current app? Because i was not able to find that option but I watched on the youtube explanation videos

623
sattar11
Community Debut
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?  

262
A
Community Debut
nixnix
Apprentice
nixnixApprentice
asked in Contacts and Account Management
Account name sync

Hello, how can I sync my Freshdesk Company contacts and Freshsales Account contacts?In Freshdesk, the contacts are tagged under the same company.However, in Freshsales, the contacts are not linked to that account/company. I have to manually assign each one. This takes a lot of time.Is there a way to automatically update the Account in Freshsales based on their Company in Freshdesk?Thanks

381
G
Community Debut
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! 

935
G
Community Debut
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in How do I....?
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 Episodes Here:EMAILSWORKFLOWS WHATSAPP  DATA IMPORT   ​​​​We will be posting these on-demand Webinars every month.

1811
pradipta.chandra
Community Manager
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in Workflows and Automations
Watch On-Demand: Email FAQs for Freshsales and Freshsales Suite

Hello Freshworks Community!!! Join us for an on-demand deep dive into the Email feature inside Freshsales/Freshsales Suite. Whether you are new to Freshsales or encountering issues with email functionality, this on-demand resource will provide you with the knowledge and insights you need to leverage the product to its full potential.This curated resource is brought to you by the Freshsales Support team. We've gathered a comprehensive set of FAQs to make this resource worthwhile for your time.EPISODE 1:Host: Akshitha Edward, Product Specialist What is Covered:Different types of Emailing Individual Emails Bulk Emails Sales Sequences Workflows   Email Settings   Frequent Issues - Email tracking/Link email   Connecting your mailbox Authentication Methods Server/Port details Frequent error - how to solve them?   Custom SMTP Vs Freshsales SMTPWATCH THE VIDEO HERE:Please feel free to share your feedback or suggest topics for our upcoming resources. We're eager to hear from you and en

1400
pradipta.chandra
Community Manager
voicelifemedia
Apprentice
voicelifemediaApprentice
asked in Getting Started
New to Fresh works Sales CRM - Where Should I Begin?

Hello Freshworks Sales CRM community! I'm just getting started with this platform and feeling a bit overwhelmed by all the features and options. Can you please provide some guidance on where I should begin?Are there any essential features I should explore initially for better sales management? Any tips or best practices for a smooth onboarding process?Your advice and experiences are highly appreciated as I embark on this journey with Freshworks Sales CRM.Thanks in advance!Chloe Blake

591
R
Apprentice

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