GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Freshsales is a full-fledged customer relationship management tool made for high-velocity sales teams with lead management and contact management with features such as built-in phone, integrated email, user behavior tracking, deal management, reporting and more.
We support integration with Freshsales, not Freshworks.
Supported Freshsales Integrations
For Freshsales, we need your API ID and API key: you can find both under 'settings' - ‘Freshsales API’ within your account. API access is available for all Freshsales users.
Don't worry, though, we treat your data securely with absolute confidentiality!
If you already authorized Freshsales in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Accounts, Contacts or Leads before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
You can choose to have PieSync only sync a subset of these contacts:
- Do Not Disturb
- Lead Quality
- Lead Score
- Owned By
- Has (Not) Been Contacted
- A filter on FIELDS, including CUSTOM FIELDS
[THEN] Supported Actions
When you are syncing contacts into Freshsales, you can choose to have specific actions take place:
- Set owner to
- Update Do Not Disturb
- Update CONTACT FIELDS, including CUSTOM FIELDS
Default Field Mapping
Freshsales contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Freshworks CRM, on the right, Podio. If you are expecting some Freshworks CRM fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped.
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. Want to know more about setting up custom fields in Freshsales? Find out here!
The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. More information on Customizable Field Mapping.
For the time being, our unsubscribes/deletions sync is not supported for Freshsales.
The availability of the feature to subscribe or sync deletions is app and connection dependent. We need to be able to detect deletions or unsubscribes on one side and at the same time be able to create add the tag 'PieSync Trash' or 'PieSync unsubscribe' on the other side. More information on syncing deletions with other integrations, or on syncing unsubscribes.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org.
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