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Freshsales

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Table of contents

Step 1: Get your credentials from Freshsales

To integrate Freshsales with Plecto, you need to provide your Freshsales subdomain and an API key.

  • To get the API key, open Freshsales, then click on your profile picture > Settings > API settings. You should see your API key. Copy the key. Here's Freshsales help guide.

  • The subdomain is the first part of your full Freshsales domain (part of a URL). For example, mycompany is the subdomain in the following URL: https://mycompany.freshsales.com.

Step 2: Connect Freshsales to Plecto

  1. In Plecto, go to Data management > Data sources > + New data source > Freshsales.

  2. (Optional) Rename your credentials.

  3. Insert your API key and subdomain.

  4. Click Next.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Our integration with Freshsales currently allows you to import the following data:

  • Deals

  • Leads