Table of contents
Step 1: Get your Freshworks CRM credentials
To integrate Freshworks CRM with Plecto, you need to provide an API token and find the 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.
Step 1.2: If you plan to import Deals from Freshworks
If you want to import Deals, you need to create a view for deals in Freshworks – this will enable Plecto to "see" your deals and import them into the data source. Read the Freshworks guide on how to create custom views for accounts.
The view needs to be called All deals (not case-sensitive) and it has to filter by the created date as Created at is after [a date, for example, 01/01/2000]. In case you have more than one pipeline, create one view per pipeline. You can then rename the different views, for example, All deals [pipeline name].
Step 2: Connect Freshworks to Plecto
Go to Data management > Data sources > + New data source > Freshworks CRM.
Enter the API token and subdomain.
Select the data types you want to import to Plecto.
(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.
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. You can currently import the following data types from Freshworks CRM:
If you create new custom fields in Freshworks CRM, the new fields won't get automatically imported in your existing data sources. To see the custom fields, you need to update the data source settings and run a manual data import.
Open your Freshworks CRM data source settings.
Click the Update fields button. Plecto will refresh the field list.
Select the fields you want to add to the data source view.
Click Save. 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 Import more data and select a time period.
Click Start import to import your data.
Your Freshworks data source should have all your new custom fields and their data.