Freshsales

The Freshsales connector calls the deals of a Freshsales view in a Dialfire campaign. Each deal comes with its contact and account. After each call it logs the call on the contact, updates the fields and creates an appointment when one is booked.

For the principles shared by all connectors, see How connectors work.

Requirements

  • A Dialfire account and a Freshsales account.
  • A Dialfire user with administrator rights.
  • A Freshsales user who may see and edit deals, contacts and accounts, and that user's API key.

Step 1: Prepare Freshsales

  1. Create a view of deals: in Deals, set a filter that contains the deals you want to call, and save it as a view.
  2. Find your API key: click your profile picture, then go to Profile Settings → API Settings and copy the API key (Freshsales help: how to find my API key).
  3. Find your bundle alias: it's the address of your Freshsales account, for example mycompany.myfreshworks.com/crm/sales.

Step 2: Connect Freshsales

  1. Open connect.dialfire.com/connectors/freshsales and sign in to Dialfire with your administrator user.
  2. Enter Your API Key and Your bundle alias. You can also paste the full address of your account.

API keys don't expire. If you create a new key in Freshsales, enter it again in the connector.

Step 3: Link a view

  1. Choose the Freshsales view.
  2. Choose the Dialfire campaign type and a title, then click .

Step 4: Fields and phone number

Open the binding with . There are sections for deal, contact and account fields, including your custom fields. Deal name, amount, pipeline, stage and expected close date are preselected, along with name, job title, phone numbers, e-mail and address.

Phone number: Dialfire dials the work number, or else the phone or mobile number. If the account also has a phone number, the account's number is used.

How the synchronization works

  • New deals in the view arrive with the regular synchronization (about every 10 minutes while the campaign is being called, or when you click Synchronize).
  • Changes are applied at night (between 1 and 5 am) or when you click Synchronize.
  • Deals that leave the view are taken out of the call queue once two synchronizations in a row confirm it (a manual synchronization does it immediately). This applies to newer bindings; with older ones they stay in the Dialfire campaign. If in doubt, create the binding again.

What Dialfire writes to Freshsales

After each call, when the contact passes the Freshsales Push task:

  • Call: a call on the contact with a note containing the phone number, duration, call result and a link to the recording.
  • Fields: changed values of the selected deal, contact and account fields.
  • Appointment (calendar campaign): a booked appointment becomes an appointment on the deal, with the contact as attendee.

Setting up Dialfire for your calls

Each binding creates a new campaign in your Dialfire account. Log in to Dialfire and:

  1. Set the caller ID for your outgoing calls.
  2. Add your agents in the Users menu.
  3. Check the call and recording settings of the tasks.
  4. Check the contact form (menu Campaign, Form view) and make sure the fields your agents need are visible.

See How connectors work for an example of such a campaign.

The campaign template already contains the Freshsales Push task, which sends the results to the CRM after each call. You can adapt the task flow and the form to your needs at any time.

Need help?

New to Dialfire? Have a look at our documentation or contact our support team.

Troubleshooting

SituationSolution
"No Freshsales views found"Create a view of deals in Freshsales, then reload.
The dialog for the API credentials opens againThe API key is no longer valid. Enter the current key from API Settings.