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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:

Step 2: Connect Freshsales to Plecto

  1. Open Plecto.

  2. Go to Data management > Data sources > + New data source > Freshsales.

  3. Insert your API key and subdomain.

  4. Click Next.

  5. Select the data types you want to import to Plecto.

  6. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  7. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Freshsales currently allows you to import the following data types:

  • Deals

  • Leads