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Connect Freshsales to Freesbe

How-toFor adminsReviewed Guides: Freshsales, Workspace settings

Connect Freshsales and your sales team sees new deals, stage changes, wins, losses and new contacts in a channel, gets a preview under every Freshsales link, finds deals and contacts with /freshsales and adds conversations to a contact’s notes. You need to be a Freesbe owner or admin, and a Freshsales API key.

#sales with a Freshsales alert for a new deal, and a Freshsales link with a preview of the contact

1. Copy your API key

Section titled “1. Copy your API key”

In Freshsales, click your profile picture, then Profile settings → API settings, and copy Your API key.

Freesbe sees what the key’s owner sees, and notes are saved as them. Use the key of someone who sees every deal, such as a Freshsales admin, so no deal is missed.

2. Connect your account

Section titled “2. Connect your account”
  1. Open Workspace settings → Integrations & apps → Integrations → CRM and find Freshsales, under Dynamics 365.
  2. Type Your Freshsales address, the one in your browser’s address bar when Freshsales is open, such as contoso.myfreshworks.com.
  3. Paste the Freshsales API key and click Connect Freshsales.
  4. Connected shows next to Freshsales, with the account’s name.

Workspace settings, Integrations, CRM: Freshsales connected to Northwind, link previews on, and two alerts

3. Add alerts

Section titled “3. Add alerts”
  1. Under Freshsales alerts, click Add alert.
  2. Pick Post to channel, for example #sales.
  3. Tick the Alerts to post: New deals, Deals moving stage, Deals won, Deals lost, New contacts.
  4. Set a Smallest deal to post if you only want the big ones. New contacts always post.
  5. Click Add alert to save it, then choose ⋯ → Send a test alert to see a sample card.

Freesbe checks Freshsales every two minutes, so alerts arrive within about two minutes of the change. Add more alerts for different channels: deals over $50,000 to #leadership, new contacts to #sales.

Section titled “4. Decide on link previews”

Show a preview under Freshsales links is on to start with. Everyone in the conversation sees a preview, guests included, so turn it off in Integrations → CRM if your CRM details shouldn’t be shared that way.

5. Tell your team what they can do

Section titled “5. Tell your team what they can do”
  • Type /freshsales Contoso to find deals and contacts. Only you see the answer.
  • Hover over a message, click ⋯ → Log to Freshsales, type the contact’s email address and click Add note. The note goes on the contact with a link back to the message.

Log to Freshsales: the contact’s email address and the note

If something’s wrong

Section titled “If something’s wrong”

See Freshsales alerts aren’t posting.

  • Freesbe says Freshsales didn’t accept the key. Check you copied the whole key, and that the address is the account the key belongs to.
  • Freshsales shows Needs reconnecting. The key stopped working, often because it was regenerated or the person it belongs to left. Paste a new key and click Reconnect.
  • No preview under a link. Previews only show for deals and contacts in the connected account, up to three per message, and only while previews are on.

Disconnect

Section titled “Disconnect”

Click Disconnect in Integrations → CRM. Your alerts are kept for when you connect again. To be sure the key can’t be used again, regenerate it in Freshsales.

See Freshsales for more.