Freshsales
Freshsales is a cloud-based, AI-powered customer relationship management (CRM) software designed to help sales teams organize, manage, and close deals more efficiently.
Freshsales is a cloud-based, AI-powered customer relationship management (CRM) software designed to help sales teams organize, manage, and close deals more efficiently.
Category: Customer Support. Adds 3 actions to a care flow.
What to configure
Set these once, on the extension in Awell Studio. An action fails at run time if a required setting is missing.
| Setting | Required | Notes |
|---|---|---|
| API key | Yes | — Stored as a secret. |
| Freshsales domain | Yes | Will be used to construct the API URL. E.g. https://<domain>.freshsales.io/ |
Actions
Freshsales adds these 3 actions to a care flow. Add one to a step, then fill in its inputs.
Get lead
Get a lead from Freshsales.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
| Lead ID | string | Yes | The ID of the lead to get |
Returns:
| Data point | Type |
|---|---|
address | string |
city | string |
country | string |
displayName | string |
email | string |
firstName | string |
lastName | string |
leadData | json |
mobileNumber | telephone |
state | string |
timeZone | string |
zipcode | string |
Search contact by email
Search a contact by email from Freshsales.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
string | Yes | The email of the lead to search for |
Returns:
| Data point | Type |
|---|---|
city | string |
contactData | json |
country | string |
displayName | string |
email | string |
firstName | string |
lastName | string |
mobileNumber | telephone |
Search lead by email
Search a lead by email from Freshsales.
This action can be previewed in Studio before you publish.
| Input | Type | Required | Description |
|---|---|---|---|
string | Yes | The email of the lead to search for |
Returns:
| Data point | Type |
|---|---|
city | string |
country | string |
displayName | string |
email | string |
firstName | string |
lastName | string |
leadData | json |
mobileNumber | telephone |
Setup and notes
Freshsales is a cloud-based, AI-powered customer relationship management (CRM) software designed to help sales teams organize, manage, and close deals more efficiently.
Extension settings
To set up this extension, you will need to provide your Freshsales CRM domain and API key.
Changelog
CHANGELOG
Where this page comes from
The settings, actions, inputs, outputs and webhooks above are generated from the
extension's own code, at @awell-health/awell-extensions v2.1.159. They match what the
platform actually does rather than a description of it.
Field-level detail also appears in Awell Studio when you configure the action. Something wrong or missing? Email support@awellhealth.com.