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Hi all, writing in desperation as I cannot get Workflows to actually work - eg. a very simple one that creates a deal, and updates some contact details (Lifecycle stage, for example), does not actually create a deal. When trying to add a deal manually, I get error “undefined”.

We’re at the point of giving up on Freshsales.

Hello, 

Greetings from the Freshworks CRM community. 

Kindly follow the below steps and let us know the status of the issue, 

  1. Try creating a new deal manually via Google Chrome’s incognito window and check if the error still persists there. 
  2. If the error doesn’t appear, follow the below steps to clear your browser cache and hard reload in your regular browser window and check if that works. 

Steps to clear cache and hard reload can be found in this video - https://share.vidyard.com/watch/s4sKZAeyeJv8RtjojM9Fgz 

  1. Right-click anywhere on your Freshworks CRM page > click on “Inspect”
  2. A side tab would open up. Having that opened, click on the “Refresh” icon on the top left in your browser > select “Empty cache and hard reload” 

      3. If the error persists in the incognito window as well, please follow the below steps to obtain the error log for us to troubleshoot this further. 

Steps to obtain error log - 

  1. Right-click anywhere on your Freshworks CRM page > click on “Inspect”
  2. Choose the “Console” tab in the new tab opened up. 
  3. Having that opened, try to create a deal and see if there are any red highlighted error appears in the new tab. Kindly share the screenshot of the error along with the x-request ID which will be present on the same tab. 

I hope this helps. Please do share your Freshworks CRM account details along with your email address where we can reach out to you in case the issue needs further analysis. 

I have followed your steps, and in Console and Network tabs I see an error 500, with no further explanation:

Network request:

curl 'https://XXXXX.myfreshworks.com/crm/sales/deals?include=owner,creater,updater,contacts,sales_account,deal_pipeline,deal_stage,deal_type,territory,currency,source,deal_reason,campaign,deal_product,deal_payment_status,lookup_information' \
  -H 'authority: poa-XXXXX.myfreshworks.com' \
  -H 'pragma: no-cache' \
  -H 'cache-control: no-store, no-cache, must-revalidate' \
  -H 'sec-ch-ua: " Not;A Brand";v="99", "Google Chrome";v="91", "Chromium";v="91"' \
  -H 'dnt: 1' \
  -H 'x-csrf-token: FkeWzEz5a76Z8tj13+NzRyk3Rvd33a+UWpyEyfxBDQo=' \
  -H 'sec-ch-ua-mobile: ?0' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/91.0.4472.114 Safari/537.36' \
  -H 'content-type: application/json; charset=UTF-8' \
  -H 'accept: application/json, text/javascript, */*; q=0.01' \
  -H 'x-requested-with: XMLHttpRequest' \
  -H 'origin: https://poa-XXXXX.myfreshworks.com' \
  -H 'sec-fetch-site: same-origin' \
  -H 'sec-fetch-mode: cors' \
  -H 'sec-fetch-dest: empty' \
  -H 'referer: https://poa-XXXXX.myfreshworks.com/crm/sales/contacts/YYYYYYY' \
  -H 'accept-language: en-US,en;q=0.9' \
eCOOKIE OMMITED]
  --data-raw '{"deal":{"amount":5000,"avatar":null,"base_currency_amount":null,"closed_date":null,"custom_field":{},"expected_close":null,"name":"TEST DEAL","probability":null,"last_assigned_at":null,"tags":d],"forecast_category":null,"deal_freddy_metrics":null,"deal_tag":null,"currency_id":"30000022784","campaign_id":null,"deal_payment_status_id":null,"deal_product_id":null,"deal_reason_id":null,"deal_pipeline_id":"30000019305","deal_stage_id":null,"deal_type_id":null,"lead_source_id":null,"owner_id":"30000026568","sales_account":{"name":"TEST"},"territory_id":null,"products":"],"contact_ids"::"30010882530"]}}' \
  --compressed

Response:

{"error_code":500}

Chrome Console output:

https://XXXXXXX.myfreshworks.com/crm/sales/deals?include=owner,creater,updater,contacts,sales_account,deal_pipeline,deal_stage,deal_type,territory,currency,source,deal_reason,campaign,deal_product,deal_payment_status,lookup_information

(anonymous)	@	trycatch.ts:178
(anonymous)	@	instrument.ts:267
send	@	vendor-8f4956a49a5f8…c18fa53646c.js:1619
ajax	@	vendor-8f4956a49a5f8…c18fa53646c.js:1585
(anonymous)	@	frontend-58bd42a013e…6a22b5fefe.js:28819
e.initializePromise	@	vendor-8f4956a49a5f8…c18fa53646c.js:4603
d	@	vendor-8f4956a49a5f8…c18fa53646c.js:4663
m	@	frontend-58bd42a013e…6a22b5fefe.js:28819
postRequest	@	frontend-58bd42a013e…6a22b5fefe.js:28819
_saveModel	@	frontend-58bd42a013e…6a22b5fefe.js:14033
save	@	frontend-58bd42a013e…6a22b5fefe.js:14044
join	@	vendor-8f4956a49a5f8…c18fa53646c.js:1681
c.join	@	vendor-8f4956a49a5f8…c18fa53646c.js:3112
(anonymous)	@	vendor-8f4956a49a5f8…c18fa53646c.js:2256
c	@	vendor-8f4956a49a5f8…c18fa53646c.js:2877
c	@	vendor-8f4956a49a5f8…c18fa53646c.js:2256
join	@	vendor-8f4956a49a5f8…c18fa53646c.js:1681
c.join	@	vendor-8f4956a49a5f8…c18fa53646c.js:3112
(anonymous)	@	vendor-8f4956a49a5f8…c18fa53646c.js:2256
c	@	vendor-8f4956a49a5f8…c18fa53646c.js:2877
c	@	vendor-8f4956a49a5f8…c18fa53646c.js:2256
(anonymous)	@	frontend-58bd42a013e…6a22b5fefe.js:10650
(anonymous)	@	vendor-8f4956a49a5f8…c18fa53646c.js:4601
g	@	vendor-8f4956a49a5f8…c18fa53646c.js:4601
m	@	vendor-8f4956a49a5f8…c18fa53646c.js:4598
invokeWithOnError	@	vendor-8f4956a49a5f8…c18fa53646c.js:1733
flush	@	vendor-8f4956a49a5f8…c18fa53646c.js:1738
flush	@	vendor-8f4956a49a5f8…c18fa53646c.js:1722
end	@	vendor-8f4956a49a5f8…c18fa53646c.js:1663
run	@	vendor-8f4956a49a5f8…c18fa53646c.js:1676
join	@	vendor-8f4956a49a5f8…c18fa53646c.js:1676
c.join	@	vendor-8f4956a49a5f8…c18fa53646c.js:3112
(anonymous)	@	vendor-8f4956a49a5f8…c18fa53646c.js:4065
c	@	vendor-8f4956a49a5f8…c18fa53646c.js:2877
handleEvent	@	vendor-8f4956a49a5f8…c18fa53646c.js:4065
e.default.i.Mixin.create.l.handleEvent	@	vendor-8f4956a49a5f8…c18fa53646c.js:4003
_bubbleEvent	@	vendor-8f4956a49a5f8…c18fa53646c.js:4022
(anonymous)	@	vendor-8f4956a49a5f8…c18fa53646c.js:4015
dispatch	@	vendor-8f4956a49a5f8…c18fa53646c.js:1400
g.handle	@	vendor-8f4956a49a5f8…c18fa53646c.js:1395
sentryWrapped	@	helpers.ts:85

 

Hello, 

Thanks for sharing this. 

It would be helpful if you can share your Freshworks domain name and your email address to reach out to you regarding this issue.

 

 

I believe someone from your dev team has picked this up and following up with a fix. Seems related to currency auto-conversion being enabled, instead of fixed value.

In any case, isn’t it somewhat unsafe to share our domain and email used to access on a public forum?

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