Pro plan. Freshsales works through a connection and HTTP steps, which are part of Pro and Agency (and the free trial). Anything you already have keeps working on every plan. See Plans and billing.
How it connects: the Freshsales API with your API key. See the Freshsales API docs. Requests and answers follow those docs.
Before you start
- Your API key: in Freshsales, open your profile’s API settings and copy it.
- Your domain: the part before
.myfreshworks.comin your Freshsales address.
1. Connect Freshsales
In Kerux, open Integrations > Connections, click Connect on Custom API (under Developers):- How it signs in: API key in a header, Header name
Authorization, and pasteToken token=followed by your key (that’s the format Freshsales reads: no Bearer, no basic auth). - Base URL:
https://YOUR-DOMAIN.myfreshworks.com
2. Create the contact when someone replies
A contact who replies leaves the campaign (the When the contact replies box). In that box, add Send to another campaign and pick a short “Replied: to Freshsales” campaign. Its first step is a Webhook / HTTP step:GET /crm/sales/api/settings/contacts/fields (Freshsales’ docs) and add them to contact with the names it returns; custom fields go under custom_field.
The answer has the new contact under contact with its id: {{steps.<step>.response.body.contact.id}}.
Test with one contact
In the follow-up campaign’s Builder, click Test to open Test on one contact, then open the contact in Freshsales.Common errors
400 about a field
400 about a field
A field name isn’t in your account’s contact fields. Check them with the fields endpoint above.