- Get started
- Build
- HTTP Request
- How connector nodes work
- Create a connection
- Sales and customer relationships
- Customer support and help desk
- Messaging and meetings
- Email
- Marketing
- Social media
- Files, documents, and e-signature
- Projects, collaboration, and code
- People and recruiting
- Finance and commerce
- AI models and agents
- Speech, vision, and language
- Data and location
- Cloud, identity, and security
- Deploy and run
- Examples
- Reference
Freshsales
Look up the Freshsales connector: its actions and events in alphabetical order, and the sign-in methods of a Freshsales connection.
The Freshsales connector lets a workflow manage contacts, accounts, and notes. In the Add node panel, it's in the Connector category, under Freshsales. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in Freshsales.
| Action | What it does |
|---|---|
| Create Account | Create a new account in Freshsales. |
| Create Contact | Create a new contact in Freshsales. |
| Create Note | Add a note to a contact, account, or deal in Freshsales. |
| Delete Record | Deletes a record in Freshsales. |
| Find Accounts by Name | Retrieve accounts from Freshsales by their name. |
| Find Contacts by Email | Retrieve contacts using their email address in Freshsales. |
| Get Record | Retrieves a record in Freshsales. |
| Insert Record | Insert a new record in Freshsales. |
| List All Records | List all records in Freshsales. |
| Replace Record | Replace a record in Freshsales. |
| Update Account | Update existing account information in Freshsales. |
| Update Contact | Update existing contact information in Freshsales. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Account Created | Trigger automation when a new account is created in Freshsales. |
| Account Updated | Trigger actions when an existing account is updated in Freshsales. |
| Contact Created | Trigger when a new contact is created in Freshsales. |
| Contact Updated | Trigger when an existing contact is updated in Freshsales. |
| Deal Closed and Won | Trigger when an opportunity is closed-won in Freshsales. |
| Record Created | Triggers when a new record is created. |
| Record Updated | Triggers when an existing record is updated. |
Connection
A Freshsales node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:
| Sign-in method | What you need |
|---|---|
| API Key | API Key; Bundle alias. |
Freshsales authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.