Freshsales

Freshsales is a customer relationship management (CRM) platform that helps businesses manage leads, track sales activities, and automate workflows. It offers advanced features like AI-driven lead scoring, email tracking, and built-in phone capabilities to streamline customer interactions.

How to Integrate Freshsales with ZBrain Flow

To integrate Freshsales with ZBrain Flow:

1. Click the ‘+’ button in ZBrain Flow.

2. In the search bar, type "Freshsales" and select it from the list of available options.

3. Choose the desired action to initiate the setup process.

How to Connect Freshsales to ZBrain Flow

To establish a connection between Freshsales and ZBrain Flow:

1. Enter a Connection Name – Provide a name for easy identification.

2. Enter the Bundle Alias and API Key.

How to Get the Bundle Alias and API Key from Freshsales?

Bundle Alias

• Log in to your Freshsales account.

• Click on your profile picture in the top right corner.

• Select Profile Settings.

• Navigate to the API Settings tab.

• You will find your Bundle Alias below your API Key.

API Key

• Click on your profile picture in the top right corner.

• Select Profile Settings.

• Go to the API Settings tab.

• Locate your API Key in the field labeled "Your API Key." 3. Click ‘Save’ to finalize the setup.

Once connected, ZBrain Flow can interact with Freshsales to create and update contacts and perform API-based actions.

Available Actions in ZBrain Flow

1. Create Contact

This action allows you to create a new contact in Freshsales.

Configuration Steps:

1. Select an existing connection or create a new one.

2. Enter the following contact details:

   • First and last name

   • Job title (designation within their organization)

   • Email and work number

   • Address, city, state, ZIP code, and country

   • Territory ID (region or division the contact belongs to)

   • Owner ID (sales rep responsible for the contact)

   • Subscription status (contact’s email subscription preferences)

   • Medium (source through which the contact found your website/app)

   • Campaign ID (campaign that led to the contact’s engagement)

   • Keyword (search term associated with the contact)

   • Time zone

   • Social media profiles (Facebook, Twitter, LinkedIn)

   • Contact status ID (indicates whether the contact is active, inactive, or another status)

   • Sales account ID (the organization the contact is associated with)

2. Custom API Call

This action allows users to make direct API requests to Freshsales for advanced operations.

Configuration Steps:

1. Select an existing connection or create a new one.

2. Choose the HTTP Method that aligns with your action:

   • GET – Retrieve tickets, contacts, or other data.

   • POST – Create new contacts or records.

   • PATCH – Update existing records.

   • PUT – Replace complete records.

   • DELETE – Permanently remove data.

   • HEAD – Fetch response headers without retrieving content.

3. Add Headers – Specify any additional headers needed for the API request. Authorization headers are automatically included. Click ‘+ Add Item’ to add more headers.

4. Add Query Parameters – Customize API requests by adding query parameters to filter results or define specific options. Click ‘+ Add Item’ to include additional parameters.

5. Enter JSON Body – Input structured request data in JSON format.

6. Set Timeout (in Seconds) – Configure a timeout duration to prevent processing delays.

Note: Click ‘f’ to insert dynamic values for flexible configurations.