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Freshsales

The Freshsales connector enables easy and secure data synchronization between your application and your customers’ Freshsales accounts through unified data models.

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Authorization

The Freshsales connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "freshsales", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

The Freshsales connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search Freshsales Contacts
GET/resources/genericContact/:idRetrieve a Freshsales Contact
POST/resources/genericContactCreate a Freshsales Contact
PATCH/resources/genericContact/:idUpdate a Freshsales Contact
DEL/resources/genericContact/:idDelete a Freshsales Contact
Custom Fields
Supported
The Freshsales connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Freshsales Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The Freshsales connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Freshsales Companies
GET/resources/genericCompany/:idRetrieve a Freshsales Company
POST/resources/genericCompanyCreate a Freshsales Company
PATCH/resources/genericCompany/:idUpdate a Freshsales Company
DEL/resources/genericCompany/:idDelete a Freshsales Company
Custom Fields
Supported
The Freshsales connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Freshsales Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The Freshsales connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search Freshsales Users
GET/resources/genericUser/:idRetrieve a Freshsales User
POST/resources/genericUserCreate a Freshsales User
PATCH/resources/genericUser/:idUpdate a Freshsales User
DEL/resources/genericUser/:idDelete a Freshsales User
Custom Fields
Supported
The Freshsales connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Freshsales User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The Freshsales connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Freshsales Workspaces
GET/resources/genericWorkspace/:idRetrieve a Freshsales Workspace
POST/resources/genericWorkspaceCreate a Freshsales Workspace
PATCH/resources/genericWorkspace/:idUpdate a Freshsales Workspace
DEL/resources/genericWorkspace/:idDelete a Freshsales Workspace
Custom Fields
Supported
The Freshsales connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Freshsales Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

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CRM

The Freshsales connector seamlessly integrates with our unified crmOpportunity model, enabling you to manage Opportunities with rich data including name, amount, currency, pipeline, stage and other key details

API Reference
GET/resources/crmOpportunityList and Search Freshsales Opportunities
GET/resources/crmOpportunity/:idRetrieve a Freshsales Opportunity
POST/resources/crmOpportunityCreate a Freshsales Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Freshsales Opportunity
DEL/resources/crmOpportunity/:idDelete a Freshsales Opportunity
Custom Fields
Supported
The Freshsales connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Freshsales Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Opportunity model details

The Freshsales connector seamlessly integrates with our unified crmPipeline model, enabling you to manage Pipelines with rich data including name, stages and other key details

API Reference
GET/resources/crmPipelineList and Search Freshsales Pipelines
GET/resources/crmPipeline/:idRetrieve a Freshsales Pipeline
POST/resources/crmPipelineCreate a Freshsales Pipeline
PATCH/resources/crmPipeline/:idUpdate a Freshsales Pipeline
DEL/resources/crmPipeline/:idDelete a Freshsales Pipeline

view Pipeline model details

The Freshsales connector seamlessly integrates with our unified crmStage model, enabling you to manage Stages with rich data including pipeline, name, type and other key details

API Reference
GET/resources/crmStageList and Search Freshsales Stages
GET/resources/crmStage/:idRetrieve a Freshsales Stage
POST/resources/crmStageCreate a Freshsales Stage
PATCH/resources/crmStage/:idUpdate a Freshsales Stage
DEL/resources/crmStage/:idDelete a Freshsales Stage

view Stage model details

The Freshsales connector seamlessly integrates with our unified crmEngagement model, enabling you to manage Engagements with rich data including type, direction, status, title, description and other key details

API Reference
GET/resources/crmEngagementList and Search Freshsales Engagements
GET/resources/crmEngagement/:idRetrieve a Freshsales Engagement
POST/resources/crmEngagementCreate a Freshsales Engagement
PATCH/resources/crmEngagement/:idUpdate a Freshsales Engagement
DEL/resources/crmEngagement/:idDelete a Freshsales Engagement
Custom Fields
Supported
The Freshsales connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Freshsales Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Engagement model details

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Custom

Supported
Can’t find the unified model you need? The Freshsales connector supports your own custom model.

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Webhooks

The Freshsales connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
crmEngagementview event

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Proxy

Supported
The Freshsales connector supports our Proxy Request feature, allowing you to directly call any endpoints from Freshsales’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.