Step 1: Get your credentials from Freshsales
To integrate Freshsales with Plecto, you need to provide your Freshsales domain (called Bundle Alias in Freshsales) and an API key.
To get your credentials, open Freshsales, then click on your profile picture > Settings > API settings. You should see your API key as well as the Bundle Alias.
Open a new tab and go to Step 2 in this guide. You will need to copy-paste your credentials into Plecto.
Learn more in Freshsales docs.
Step 2: Connect Freshsales to Plecto
In Plecto, go to Data sources > New data source > Freshsales.
(Optional) Rename your credentials.
Insert your API key and Bundle Alias.
Click Next.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.
ClickΒ ImportΒ to finish.
Available data
Our integration with Freshsales currently allows you to import the following data:
Deals
Update frequency: 5m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Leads
Update frequency: 5m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No