Freshworks CRM

A guide on how to connect your Freshworks CRM to Plecto.

Last updated: Dec. 8, 2021

With our integration to Freshworks CRM, you can import the following data types to Plecto: Accounts, Contacts, Deals. Please visit our Freshworks CRM integration page to see the technical details on the available data types, such as the update frequency, custom field support, and more.

To connect your Freshworks CRM system to Plecto, you need to provide an API token and find the URL subdomain of your Freshworks CRM account page.

  • Generate an API token

Each Freshworks CRM user can generate an API key to integrate their account with other applications. Follow the Freshworks help guide on how to find your API key. You will have to use it when creating a new Freshworks CRM data source in Plecto.

  • Find your Freshworks subdomain

A subdomain is part of a URL. When you are logged into your Freshworks CRM account, you can see the subdomain on the left side in the URL. For example, "example" is the subdomain in the following URL: https://example.myfreshworks.com.

freshworks-subdomain-example.png

An example of a URL where "example" is the subdomain.

Important: Deals

If you plan to import the "Deals" data type, you need to create a view for deals in your Freshworks CRM account. This action is necessary to ensure that Plecto imports all deals because, in this case, it can only import the deals that it "sees." Read the Freshworks guide on how to create custom views for accounts.

The view has to filter by the created date as "Created at is after [a date, for example, 01/01/2000]." In addition, the view needs to be called "All deals" (not case-sensitive). In case you have more than one pipeline, create one view per pipeline. You can then name the different views, for example, "All deals [pipeline name]."

  • Go to Data management > Data sources > + New data source in Plecto and click on "Freshworks CRM" integration from the list.
freshworks-connect-1.png

An example of the Freshworks CRM authentication page in Plecto.

  • Add the API token you generated in Freshworks.
  • Insert your subdomain. You can find it in the URL of your Freshworks CRM account page.
  • Click "Next" to continue.
  • Select the data types you want to import. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can change the data source settings also later on once the data source has been created. Click "Next" to import your data. Plecto will now create one to three new data sources, depending on the number of data types you import.

If you create new custom fields in Freshworks CRM after already having connected your account to Plecto, the new custom fields will not be automatically imported. What you need is to update your fields in the data source settings and run a manual reimport.

  • Open your Freshworks CRM data source settings in Plecto.
  • Scroll down to the section "Fields" and click on the "Update fields" button on the right. Plecto will refresh the field list.
  • If new available fields appear, and you want to add them to the data source, then select these fields by clicking on the checkbox. Then, click "Save."
freshworks-custom-fields.png

This is a list of imported fields.

Plecto will now add these fields to the data source. However, they do not contain any data yet, therefore, you need to run a data reimport.

  • Click on "Import more data," select the time period for importing, and click "Start import."
freshworks-import-more-data.png

You can find the "Import more data" button on the right in the data source settings.

Your Freshworks data source should have all your new custom fields and their data.

You have now connected your Freshworks CRM data to Plecto. Find the list of your data sources in Data management > Data sources, or go to KPI management > Formulas to start building your KPIs.

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