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Freshsales connector for Okou

Connect Freshsales to search and read contacts, accounts, deals, tasks, sales activities, and CRM metadata.

Sales & operations · API Key

Use Freshsales in Okou

Freshsales (Freshworks CRM) read-only API for searching and reviewing contacts, accounts, deals, tasks, sales activities, and CRM metadata.

Once connected, supported Freshsales actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with Freshsales

  • Search accessible Freshsales CRM records without changing them.
  • Read contact records and contact views.
  • Read account records and account views.
  • Read deal records and deal views.
  • Read tasks and task lists.
  • Read sales activities and activities associated with contacts.
  • Read CRM filters and field definitions.

How the Freshsales connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Freshsales

    Choose API Key.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Freshsales securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • API Key

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

Freshsales connector questions

What can Okou do with Freshsales?
Connect Freshsales to search and read contacts, accounts, deals, tasks, sales activities, and CRM metadata. Documented actions include: Search accessible Freshsales CRM records without changing them. Read contact records and contact views.
How do I connect Freshsales to Okou?
Connect Freshsales using API Key. The connection controls which supported actions a workflow can use.
Can Freshsales run in an automated workflow?
Yes. After it is connected, supported Freshsales actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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