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Freshsales

Send live web data to Freshsales as accounts or contacts. Every record arrives with why it matches and the pages it came from, and SpecStream looks for the same account or email in Freshsales before it adds anything.

What you need

  • A SpecStream account. Starting is free.
  • A Freshsales or Freshsales Suite account whose user can create accounts and contacts, and that user's API key.
  • Results from a finished request. An imported file needs its matches found first.

  1. 1. Connect Freshsales

    In Freshsales, open Profile Settings, then API Settings. Copy your API key and the address shown there, like yourcompany.myfreshworks.com.

    In SpecStream, open Connections and choose Freshsales, or install SpecStream from the Freshworks Marketplace. Paste the address and the key, then click Connect Freshsales.

    Connect Freshsales, the Account step
    Freshsales checks the key before SpecStream keeps it.

    The key lets SpecStream act as you in Freshsales, so it can do what you can. SpecStream only looks up accounts and contacts, creates and updates them, reads your fields and lists, and adds contacts to the list you pick. It doesn't read or write deals, tasks, notes, emails or sales sequences. The key is stored encrypted and never shown again.

  2. 2. Choose where records go

    Add each record as an account or a contact, and decide what happens when Freshsales already has it: fill it in and update it, or leave it as it is. For contacts, a list is optional; every contact in the batch joins it, so this week's results are easy to find. Then pick the collection the records come from and select the ones to send.

    Connect Freshsales, the Destination step

  3. 3. Match the fields

    Choose the Freshsales field for each detail, in Freshsales' own names, custom fields included: a job title to job_title, a phone number to work_number, the page a contact came from to a custom field you made for it. Fields you don't map aren't sent. Each record can also carry why it matches and the pages it came from.

    Connect Freshsales, the Columns step

    An account needs a website or domain. A contact needs an email address the source published; SpecStream never guesses one.

  4. 4. Review and send

    Review shows exactly how the first record arrives in Freshsales. Send the records, and turn on Keep sending to send the collection's new and changed records to the same place with the same mapping, including what a monitor finds on its schedule.

    Connect Freshsales, the Review step

    Once Freshsales is connected, send from any collection too: select results, open Export and choose Freshsales under Send to.

    The Export menu, with Freshsales under Send to

Matching

Before it creates anything, SpecStream searches Freshsales: accounts by name and website, contacts by email address. A match is updated or left alone, as you chose. An account with the same name but another website stops the write, since Freshsales keeps one account per name and the two are different companies. If a result matches more than one record, nothing is written for it. If a write times out, SpecStream checks what arrived instead of writing it again.

Records only

SpecStream never adds anyone to a sales sequence, sends an email or creates a deal.

Cost

Sending results to Freshsales costs nothing. Requests are paid from your SpecStream balance, and each one shows the most it can cost before it starts. See balance, quotes and billing.

Disconnect

Disconnect from Connections in SpecStream, which deletes the stored key. To retire the key in Freshsales as well, reset it under API Settings. Records already in Freshsales stay there. The other tools SpecStream connects to are in Connect your tools; for help, email [email protected].