# Freshsales Source: https://freesbe.net/docs/freshsales/ > Connect Freshsales to Freesbe to post deal and contact alerts into channels, preview Freshsales links, look records up with /freshsales and add messages to a contact as notes. The Freshsales app brings your Freshsales account into the conversation. Once an admin connects it: - **Alerts** post new deals, deals moving stage, deals won and lost, and new contacts into the channels you pick, within about two minutes. - **Link previews** show a deal's or contact's details under any Freshsales link someone posts. - **/freshsales** finds a deal or contact without leaving the conversation. - **Log to Freshsales** adds any message to a contact as a note, with a link back to it. ![#sales with a Freshsales alert for a new deal, and a Freshsales link with a preview of the contact](https://freesbe.net/docs/img/freshsales-alerts.webp) Freshsales posts as its own member, **Freshsales**, so its cards are easy to tell apart from people. ## Connect Freshsales Only Freesbe owners and admins can connect it. Freshsales connects with an API key, the one in your own Freshsales profile, so there's nothing to install in Freshsales. 1. In Freshsales, click your profile picture, then **Profile settings → API settings**, and copy **Your API key**. 2. In Freesbe, open **Workspace settings → Integrations & apps → Integrations → CRM** and find **Freshsales**, under Dynamics 365. 3. Type **Your Freshsales address**, the address you open Freshsales at, such as `contoso.myfreshworks.com`, and paste the **Freshsales API key**. ![Workspace settings, Integrations, CRM: the Freshsales address, northwind.myfreshworks.com, the API key and Connect Freshsales](https://freesbe.net/docs/img/admin-freshsales-connect.webp) 4. Click **Connect Freshsales**. Freesbe checks the key straight away and shows **Connected** next to Freshsales, with the account's name. ![Workspace settings, Integrations, CRM: Freshsales connected to Northwind, link previews on, and two alerts](https://freesbe.net/docs/img/admin-freshsales.webp) A workspace connects one Freshsales account. Freesbe reads deals and contacts as the person whose key it is, so it sees what they see in Freshsales: connect with the key of someone who sees every deal, such as a Freshsales admin. Notes from **Log to Freshsales** are saved as that person too. Freesbe doesn't change or delete anything else. Older Freshsales accounts open at an address like `contoso.freshsales.io`. That works too. ## Alerts Under **Freshsales alerts**, click **Add alert**, then pick: - **Post to channel.** Any channel, public or private. Alerts in a private channel are only visible to admins who are in it. - **Alerts to post:** - **New deals**, as soon as one is added. - **Deals moving stage**, for example from _Demo_ to _Negotiation_. - **Deals won** and **Deals lost**, when a deal moves to a won or lost stage. - **New contacts**, as they're added. - **Smallest deal to post.** Deals worth less are left out. New contacts always post. Add more alerts to send different things to different channels: big deals to #leadership, new contacts to #sales. Each card shows the deal's value and stage, account, contact and owner, and an **Open deal in Freshsales** button. From an alert's **⋯** menu: - **Send a test alert** posts a sample card, marked **Sample alert**, so you can see where alerts land. - **Edit** changes the channel, the kinds of alerts or the smallest deal. - **Turn off** pauses it, and **Delete** removes it. **Last alert** under each one says when it last posted. Freshsales doesn't tell other apps about changes as they happen, so Freesbe checks your account every two minutes and posts what changed since the last check, each change once. Alerts start with what happens after you add them: Freesbe doesn't post older deals. ## Link previews When someone posts a link to a deal or contact in your connected account, such as `contoso.myfreshworks.com/crm/sales/deals/5001`, Freesbe adds a preview under the message. Up to three links in a message get a preview. Everyone in the conversation sees the preview, including guests, so turn **Show a preview under Freshsales links** off in **Integrations → CRM** if your CRM details shouldn't be shared that way. Links to other Freshsales accounts are left alone. ## Find a record with /freshsales Type `/freshsales` and a name, an email address or a deal's name in any conversation, for example `/freshsales Contoso`. The answer is only visible to you: matching deals and contacts, each a link that opens it in Freshsales. ![The answer to /freshsales Northwind, only visible to Maya: a deal and its contact](https://freesbe.net/docs/img/freshsales-command.webp) ## Add a message to a contact Hover over any message, click **⋯** and choose **Log to Freshsales**. 1. Type the contact's email address or name. When the message is from a guest, their email address is already filled in. 2. Change the **Note** if you like. It starts as the message's text. 3. Click **Add note**. When more than one contact matches, pick the right one and click **Add note** again. ![Log to Freshsales: the contact's email address and the note](https://freesbe.net/docs/img/freshsales-log-dialog.webp) The message goes on the contact's notes in Freshsales, with who wrote it, the channel and a link back to the message in Freesbe. You get a confirmation only you can see, with an **Open contact** button. ## Disconnect In **Integrations → CRM**, click **Disconnect** next to Freshsales. Alerts and previews stop, and `/freshsales` and **Log to Freshsales** go away. Your alerts are kept, so connecting again picks up where you left off. If Freshsales stops accepting the key, for example because it was regenerated or the person it belongs to left, Freshsales shows **Needs reconnecting**: paste a new key and click **Reconnect**. ## Privacy and security - Freesbe keeps the API key encrypted and only uses it to talk to your Freshsales account. Each change is posted once. - Freesbe doesn't copy your CRM: alerts and previews are made from the record when they're posted. - Disconnecting deletes the key from Freesbe straight away. To be sure it can't be used again, regenerate it in Freshsales under **API settings**. Setting it up for a sales team? See [Connect Freshsales to Freesbe](https://freesbe.net/knowledge/connect-freshsales/). If alerts don't show up, see [Freshsales alerts aren't posting](https://freesbe.net/knowledge/freshsales-alerts-not-posting/). For other CRMs, see [HubSpot](https://freesbe.net/docs/hubspot/), [Salesforce](https://freesbe.net/docs/salesforce/), [Pipedrive](https://freesbe.net/docs/pipedrive/), [Zoho CRM](https://freesbe.net/docs/zoho-crm/), [GoHighLevel](https://freesbe.net/docs/gohighlevel/) and [Dynamics 365](https://freesbe.net/docs/dynamics-365/), use an [incoming webhook](https://freesbe.net/docs/api-and-webhooks/) or build an [app](https://freesbe.net/docs/apps/). --- More from the Freesbe help center: https://freesbe.net/llms.txt lists every page. AI assistants can search it over MCP at https://freesbe.net/assistant/mcp, with no sign-in.