Freshsales

Freshsales + Konnectify

Freshsales Integration with Konnectify

Connect to Freshsales CRM to manage contacts, accounts, and deals—then automate tasks, appointments, products, CPQ documents, notes, and custom modules across your workflows.

Contacts Accounts Deals Products Tasks Appointments Documents Notes Sales Activities Custom Modules 16 Triggers 49 Actions

ON THIS PAGE

→ What is Freshsales? → API & Authentication → How to connect → Triggers (16) → Actions (49) → Popular automations → FAQ

What is Freshsales?

Freshsales is a CRM designed to help sales teams manage customer relationships, track deals, and organize accounts and contacts in one place. By integrating Freshsales with Konnectify, you can keep your CRM data in sync with your other business apps and automate repeatable sales operations (like creating tasks, updating records, and attaching products to deals or CPQ documents).

This integration supports contact/account/deal automation, product catalog + CPQ operations, and operational records like tasks, appointments, sales activities, notes, and custom module records.

New to Freshsales?

Create an account to start managing contacts, accounts, deals, and your product catalog.

Visit Freshsales →

New to Konnectify?

Build workflows to sync data, route leads, and automate sales operations across your stack.

What you can automate

• Create or update contacts and accounts automatically

• Sync deals and deal stage changes across systems

• Maintain a product catalog and update pricing entries

• Attach products to deals and CPQ documents (quotes)

• Generate tasks/appointments when key records change

• Track notes and sales activities for consistent reporting

API & Authentication

Authentication method: API Key (credentials)

Konnectify connects to Freshsales using your Freshsales domain (subdomain) and an API key. The API key is used to authenticate API requests on your behalf to read and write CRM data based on your Freshsales permissions.

Supported capabilities (high level):

Contacts: create, update, fetch, delete, and upsert; lookup by email
Accounts: create, update, fetch, delete, and upsert
Deals: create, update, fetch, delete; manage products on deals
Products + pricing: create/update/fetch/delete products; add/edit/delete pricing entries
Tasks & appointments: create/update/fetch/delete; trigger on new/updated
CPQ documents: create/update/fetch/delete; manage products on documents; retrieve related products
Engagements: notes and sales activities management
Custom modules: module CRUD and custom module record CRUD

Note on plan restrictions & API limits

Freshsales features, objects (like CPQ), and API rate limits can vary by plan and account configuration. If you see intermittent failures, throttling, or missing modules, verify your Freshsales plan, API access, and user permissions.

Official docs (reference): Freshsales API documentation

How to connect Freshsales to Konnectify

Prerequisites

A Freshsales account with API access enabled
Your Freshsales domain (subdomain), e.g. your-domain
A Freshsales API key with permission to access the modules you plan to automate
A Konnectify account and permission to create/edit workflows

Add Freshsales to a Workflow

In Konnectify, create a new Workflow (or open an existing one).
Click + Add step and choose Freshsales.

Authorize via API Key (Domain + API key)

Enter your Freshsales Domain (subdomain only, without https://).
Paste your API Key and save the connection.

Configure the Trigger or Action

Select the event (Trigger) or operation (Action) you want to run.
Map fields from previous steps into Freshsales fields (IDs, emails, names, amounts, etc.).
If you use Custom Modules or CPQ features, ensure your Freshsales account has them enabled and accessible.

Important

For update/delete/get actions, you must provide the correct Freshsales record ID. If you don’t have the ID, add a prior step to look up the record (for example, use get_contact_by_email before updating a contact).

Test the Workflow

Run a test to verify authentication and field mappings.
Confirm the record appears in Freshsales (or is updated correctly).

Activate the Workflow

Enable the workflow to start processing live data.
Monitor early runs to confirm expected volume and behavior.

Triggers 16 total

Freshsales triggers in Konnectify are polling triggers. Konnectify checks Freshsales at regular intervals and runs your workflow when it detects new or updated records.

Contacts 2 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

Accounts 2 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

Deals 2 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

Tasks 2 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

Appointments 2 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 Activities 2 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

Products 2 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

Custom Modules 2 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

Actions 49 total

Use Freshsales actions to create, update, fetch, delete, and manage CRM records, products/pricing, deal/product relationships, CPQ documents, and custom module records.

Contacts 6 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

Accounts 5 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

Deals 7 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

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.

Products 8 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

Tasks 4 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

Appointments 4 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 3 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

Documents 9 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.

Sales Activities 4 actions

create_sales_activity

Use this action to track sales activities related to contacts, deals, or accounts.

update_sales_activity

Use this action to update details of a sales activity.

get_sales_activity

Use this action to retrieve details of a specific sales activity by its ID.

delete_sales_activity

Use this action to delete a specific sales activity by providing its ID.

Custom Modules 8 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 automations

Examples of common Freshsales workflows you can build with Konnectify using the available triggers and actions.

Enrich and standardize new contacts

When a new contact is created, fetch the record, normalize fields, and update it (for example, assign owner, add tags, or fix formatting).

new_contact → get_contact → update_contact

Auto-create a follow-up task when a deal changes

When a deal is updated, create a task for the owner (for example, to schedule a call or send a proposal).

updated_deal → create_task

Keep product pricing in sync

When a product is updated, update its CPQ pricing entries to match your latest pricing model (monthly/annual tiers, currencies, etc.).

updated_product → edit_prices_of_product

Build CPQ documents with products automatically

When a deal is created, generate a CPQ document and attach the right products/quantities. Useful for standard packages and quick quoting.

new_deal → create_document → add_products_to_document

FAQ

How does authentication work for the Freshsales integration?

The connection uses API Key authentication with two fields: your Freshsales Domain (subdomain) and your API Key. Make sure the API key belongs to a user with access to the modules you’re automating.

Which Freshsales plans are supported?

Most accounts with Freshsales API access can connect. However, availability of specific objects (for example, CPQ documents/products or custom modules) can vary by plan and configuration. If an action fails due to permissions, confirm your plan features and user role permissions in Freshsales.

Are triggers real-time or polling?

All Freshsales triggers in this connector are polling triggers. Konnectify checks Freshsales periodically and triggers the workflow when it detects new or updated records since the last successful run (cursor-based where supported).

How do I prevent duplicates when creating contacts or accounts?

Use upsert_contact or upsert_account whenever possible. Upsert operations are designed to create the record if it doesn’t exist, or update it if it does—helpful for idempotent workflows and retry-safe automations.

What happens if Freshsales rate-limits my workflow?

If Freshsales returns rate-limit responses, reduce workflow frequency, add batching in upstream steps, or avoid unnecessary “get” calls. Konnectify workflows can be designed to minimize API usage (for example, only update when fields changed, and use lookups selectively).

Can I connect multiple Freshsales accounts to Konnectify?

Yes. You can create multiple Freshsales connections in Konnectify (for example, one per region or business unit) by using different domains and/or API keys. Then select the correct connection per workflow.

How do deal products and CPQ document products behave when editing?

For deals, edit_products_of_deal can replace existing products depending on what you pass (sending only one product can remove others). For documents, you can add products, edit line-level fields (quantity/discount/billing cycle/pricing), or delete all document products. Always test with a sample record first, especially if you intend to overwrite existing line items.

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