Freshsales

Freshsales + Konnectify

Learn how to integrate and use Freshsales with Konnectify to automate sales workflows, contact management, deal tracking, CPQ operations, and sales activities across your business tools.

automate sales workflows, contact management, deal tracking, CPQ operations, and sales activities across your business tools.

Getting Started

What is Freshsales?

Freshsales is a cloud-based CRM platform by Freshworks that helps businesses manage contacts, accounts, deals, sales activities, products, and CPQ documents from a unified interface.

It enables sales teams to track leads, manage pipelines, automate follow-ups, handle appointments, manage pricing, and close deals faster with complete visibility into customer interactions.

Why integrate Freshsales via Konnectify?

By integrating Freshsales with Konnectify, you can automate sales workflows and eliminate repetitive manual data entry without writing code.

Konnectify allows Freshsales to connect with your marketing tools, support systems, finance platforms, internal databases, and other business applications so that contacts, deals, products, activities, and CPQ data flow automatically between systems.

This ensures improved pipeline visibility, faster deal execution, accurate pricing management, and synchronized customer data across all connected tools.

New to Freshsales?

New to Konnectify?

What You Can Do with Freshsales in Konnectify?

When Freshsales is connected to Konnectify, you can build powerful automations such as:

Automatically create contacts, accounts, and deals from form submissions or marketing tools
Update deal stages when external payment or contract systems are updated
Sync contact and account data between Freshsales and other CRMs or databases
Create and manage tasks and appointments automatically
Add products and pricing to deals based on business logic
Generate and manage CPQ documents with automated product mapping
Send notifications to Slack or email when deals are created or updated
Maintain product catalogs and pricing automatically
Automate custom module records for advanced workflows

These automations reduce manual sales operations, improve pipeline tracking, and ensure consistent customer and product data across systems.

Automate Workflows by Connecting Freshsales.. Try it now →

Freshsales API Documentation

Konnectify uses the Freshsales API to securely interact with your Freshsales account. The API allows external platforms to create, retrieve, update, and delete contacts, accounts, deals, products, tasks, appointments, CPQ documents, and custom module records programmatically.

Common Freshsales API Capabilities

Create, update, retrieve, and delete contacts, accounts, and deals
Manage products and pricing in Freshsales CPQ
Add or modify products associated with deals
Create and manage CPQ documents
Create and manage tasks and appointments
Manage notes and sales activities
Create and manage custom modules and records

Authentication

Freshsales supports API authentication using:

API Key (recommended)
OAuth (depending on account configuration)

You can generate your API key from your Freshsales account settings and use it while creating the connection in Konnectify.

Things to Know Before You Start

API access depends on your Freshsales plan and role permissions
Certain fields are mandatory while creating records (for example: name, deal title, pipeline stage, etc.)
Rate limits apply based on your Freshsales subscription
CPQ and custom module features may require specific plan tiers
Custom module field mappings must match your Freshsales configuration

For detailed API references, parameters, and examples, refer to the official Freshsales API documentation.

Open API Docs →

How to Connect Freshsales to Konnectify

This section explains how to connect your Freshsales account to Konnectify so you can use Freshsales as a trigger or action in your workflows.

Prerequisites

Before creating the workflow, ensure you have:

A valid Freshsales account
Freshsales API Key
Access to the Konnectify platform
Required admin/API permissions in Freshsales
Permission to create/manage connections in Konnectify

Step 1: Connect Freshsales in Konnectify

Log in to Konnectify
Click New on the top-right corner and select Connections
Select Freshsales
Enter:
- Connection Name
  (e.g., My Freshsales Connection – This name is for reference only and helps distinguish between multiple Freshsales connections within Konnectify)
- Freshsales Domain
  Enter your Freshsales account domain exactly as shown in your Freshsales URL.
  
  Example:
  If your Freshsales URL is
  https://your-domain.myfreshworks.com
  enter:
  your-domain
- API Key
Click Create Connection

Step 2: Create a New Konnector

Click New on the top-right corner and select Konnectors
Choose a trigger app (for example: Webhook, Forms, Marketing Tool, or Freshsales)
Select the required trigger event (for example: New Contact, Updated Deal, New Account, etc.)
Choose the Freshsales connection you created and click Continue

Step 3: Add and Configure Freshsales Action

Click Action
Select Freshsales
Choose an action (for example: Create Deal)
Select the connection and click Continue
Fill all mandatory fields such as:
- Contact Name
- Account Name
- Deal Title
- Pipeline Stage
- Product Details
- Task Due Date
- Appointment Time
- Required Custom Fields

Note: All required fields must be filled with valid values. If any mandatory field is left empty or contains invalid data, the action may fail during execution.

Step 4: Value Mapping and Workflow Testing

Map dynamic fields from the trigger output
Use static values only when required
Run the workflow using sample data
Verify execution status and response from Freshsales

Step 5: Activate Konnector

Save the Konnector
Turn the workflow ON
Perform a real-time test from the trigger source
Confirm that the data is reflected in Freshsales

Freshsales Triggers

Freshsales provides multiple triggers in Konnectify that allow workflows to start automatically when specific events occur in your Freshsales account. These triggers help you respond to contact, account, deal, product, task, appointment, and custom module updates in near real time.

Contact Triggers

New Contact

Fires whenever a new contact is created in Freshsales.

Updated Contact

This trigger fires when an existing contact is updated in Freshsales.

Account Triggers

New Account

This trigger fires when a new account is created in Freshsales.

Updated Account

This trigger fires when an existing account is updated in Freshsales.

Deal Triggers

New Deal

This trigger fires when a new deal is created in Freshsales.

Updated Deal

This trigger fires when an existing deal is updated in Freshsales.

Custom Module Triggers

New Custom Module

This trigger fires when a new custom module is created in Freshsales.

Updated Custom Module

This trigger fires when an existing custom module is updated in Freshsales.

Task Triggers

New Task

This trigger fires when a new task is created in Freshsales.

Updated Task

This trigger fires when an existing task is updated in Freshsales.

Appointment Triggers

New Appointment

This trigger fires when a new appointment is created in Freshsales.

Updated Appointment

This trigger fires when an existing appointment is updated in Freshsales.

Sales Activity Triggers

New Sales Activity

This trigger fires when a new sales activity is created in Freshsales.

Updated Sales Activity

This trigger fires when an existing sales activity is updated in Freshsales.

Product Triggers

New Product

This trigger fires when a new product is added in Freshsales.

Updated Product

This trigger fires when an existing product is updated in Freshsales.

Freshsales Actions

Freshsales provides multiple actions in Konnectify that allow workflows to perform operations in your Freshsales account. These actions help you create, update, retrieve, and manage records such as contacts, accounts, deals, products, tasks, appointments, CPQ documents, and custom modules.

Contact Actions

Create Contact

This action creates a new contact with the provided information.

Update Contact

This action updates an existing contact with the provided information.

Get Contact

This action fetches an existing contact using its Contact ID.

Delete Contact

This action deletes a contact using its Contact ID.

Upsert Contact

This action upserts a contact with the provided information.

Get Contact By Email

This action gets deals by contact email from your Freshsales CRM.

Account Actions

Create Account

This action creates a new account with the provided information.

Update Account

This action updates an existing account with the provided information.

Get Account

This action retrieves an account by its ID from Freshsales.

Delete Account

This action deletes an account by its ID from Freshsales.

Upsert Account

This action upserts an account with the provided information.

Deal Actions

Create Deal

This action creates a new deal with the provided information.

Update Deal

This action updates a deal with the provided information.

Get Deal

This action fetches a deal using the deal ID.

Delete Deal

This action deletes a deal using the deal ID.

Product & Pricing Actions

Create Product

This action creates a product in Freshsales CPQ.

Update Product

This action updates a product in Freshsales CPQ.

Get Product

This action fetches a product using the product ID.

Delete Product

This action deletes a product by its ID from Freshsales.

Add Prices To Product

This action adds prices to a product in your Freshsales CRM.

Edit Prices Of Product

This action updates the prices of a product in your Freshsales CRM.

Delete Price Of Product

This action deletes a specific price of a product in your Freshsales CRM by marking the pricing entry with _destroy: true.

Deal Product Actions

Add Products To Deal

This action allows you to add one or more products to a deal in your Freshsales CRM. Maximum of 100 products can be added.

Edit Products Of Deal

This action updates products of a deal. Passing only one product will remove other existing products and attach only the product passed.

Delete Products Of Deal

This action removes all products from a deal in your Freshsales CRM by passing an empty array.

Task Actions

Create Task

This action creates a task and associates it with a Contact, Account, or Deal.

Update Task

This action updates a task using the Task ID.

Get Task

Retrieves a single task from Freshsales using Task ID.

Delete Task

Deletes a task from Freshsales CRM using Task ID.

Appointment Actions

Create Appointment

Creates an appointment and associates it with Contact, Account, or Deal.

Update Appointment

Updates an appointment in Freshsales CRM.

Get Appointment

Retrieve the details of an appointment in Freshsales CRM.

Delete Appointment

This action deletes an appointment from Freshsales CRM using its ID.

Notes Actions

Create Note

This action adds a note in Freshsales CRM.

Update Note

This action updates a note in Freshsales CRM.

Delete Note

This action deletes an existing note in Freshsales CRM.

CPQ Document Actions

Create Document

This action creates a new CPQ document in Freshsales CRM.

Update Document

This action updates a CPQ document in Freshsales CRM.

Get Document

This action retrieves a CPQ document from Freshsales CRM.

Delete Document

This action deletes a CPQ document from Freshsales CRM.

Add Products To Document

This action adds products to an existing CPQ document.

Edit Products Of Document

Modify quantity, discount, billing cycle, and pricing of products already added to a CPQ document.

Delete Products Of Document

This action deletes ALL products associated with a document.

Get Related Products

This action retrieves the list of products associated with the given CPQ document.

Custom Module Actions

Create Custom Module

Use this action to create a custom module with required details.

Update Custom Module

Use this action to update the name, icon, description, or other optional details of a custom module.

Get Custom Module

This action fetches the details of a custom module using its ID.

Delete Custom Module

This action deletes a custom module by its ID.

Create Custom Module Record

Creates a new record in a selected Freshsales Custom module.

Update Custom Module Record

Updates a record in a selected Freshsales Custom module.

Get Custom Module Record

Retrieves a single record from a Freshsales Custom module.

Delete Custom Module Record

Deletes a single record from a Freshsales Custom module.

Popular Freshsales Automations

Freshsales automations help sales teams reduce manual work, close deals faster, and maintain accurate CRM data across systems. Below are some commonly used Freshsales automation scenarios built using Konnectify.

Automatically Create Deals from Form Submissions

Trigger: Form Submission / Webhook Event • Action: Create Deal in Freshsales

Use case: Automatically create deals in Freshsales when a prospect submits a high-intent form.

Faster lead-to-deal conversion
No manual data entry
Improved pipeline visibility

Sync Contacts Between Marketing and CRM

Trigger: New Contact • Action: Create or Update Contact in another app

Use case: Keep marketing platform contacts and Freshsales contacts synchronized.

Consistent customer data
Reduced duplication
Better segmentation

Add Products Automatically to Deals

Trigger: New Deal • Action: Add Products To Deal

Use case: Automatically attach predefined products based on deal type or pipeline stage.

Faster quote preparation
Accurate pricing
Standardized sales process

Generate CPQ Documents Automatically

Trigger: Deal Updated • Action: Create Document

Use case: Automatically generate CPQ documents when a deal reaches a specific stage.

Faster proposal generation
Reduced manual quoting
Improved sales efficiency

Create Follow-Up Tasks Automatically

Trigger: New Deal or Updated Deal • Action: Create Task

Use case: Automatically create follow-up tasks when a deal is created or moves to a new stage.

Ensures timely follow-ups
Improves conversion rates
Better sales accountability

Notify Teams on High-Value Deals

Trigger: New Deal • Action: Send Notification (Slack/Email)

Use case: Notify leadership or finance when high-value deals are created.

Improved visibility
Faster approvals
Better coordination

Keep Product Catalog in Sync

Trigger: New Product or Updated Product • Action: Create/Update Product in another system

Use case: Automatically sync Freshsales product updates with billing or ERP systems.

Accurate pricing
Reduced discrepancies
Centralized product management

Ready to automate your Freshsales workflows?

Connect Freshsales with 100+ apps in minutes. No code required.

Start in Konnectify →