How to connect Freshsales to Albato

Freshsales: Automation for sales CRM software
Freshsales
·
6/2/2024
·
2 min. read

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.

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Select the app and click the Add a connection button.

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Come up with a name for your connection.

Enter your API key and URL.

Click the Continue button.

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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.

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Copy your API key and Bundle alias (URL).

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Paste these values into the Albato connection fields. Click the Continue button.

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The connection is ready!


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