# 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** <a href="#how-to-integrate-freshsales-with-zbrain-flow" id="how-to-integrate-freshsales-with-zbrain-flow"></a>

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** <a href="#how-to-connect-freshsales-to-zbrain-flow" id="how-to-connect-freshsales-to-zbrain-flow"></a>

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?** <a href="#how-to-get-the-bundle-alias-and-api-key-from-freshsales" id="how-to-get-the-bundle-alias-and-api-key-from-freshsales"></a>

**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** <a href="#available-actions-in-zbrain-flow" id="available-actions-in-zbrain-flow"></a>

#### **1. Create Contact** <a href="#id-1.-create-contact" id="id-1.-create-contact"></a>

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** <a href="#id-2.-custom-api-call" id="id-2.-custom-api-call"></a>

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.