In this article
Freshsales is an AI-powered sales CRM software that helps you build your sales pipeline and close deals with ease.
Available Actions:
Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
- Create a Contact
- Update a Contact
- Delete a Contact
- Create a note for a Contact
- Find Contact by Email or Name
- Create an Account
- Update an Account
- Find Account by Name
- Create a note for a Account
- Create a Lead (Beta)
- Update a Lead (Beta)
- Search Lead (Beta)
- Create a note for a Lead (Beta)
- Create a Deal
- Update a Deal
- Create a note for a Deal
- Find Deal by Name
- Custom API request
Before setting up integrations with Freshsales connect the app to Albato.
To do this, go to the Apps section and click the Add a connection button.
Select the app and click the Add a connection button.
Come up with a name for your connection.
Enter your API key and URL.
Click the Continue button.
How to get API key and URL
Sign in to your Freshsales account. Click on the Setting icon and go to the Apps & Integrations tab → API Settings.
Copy your API key and Bundle alias (URL).
Paste these values into the Albato connection fields. Click the Continue button.
The connection is ready!
