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Freshsales

Plecto DocsFeaturesIntegrationsIntegration guides
Table of contents

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

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

  2. (Optional) Rename your credentials.

  3. Insert your API key and Bundle Alias.

  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

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