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Integrations · CRM

Connect Freshsales to Coherence.

Sales CRM software. 2 actions can run inside a Coherence workflow.

A Coherence record changesCreate Contact

TRIGGERS AND ACTIONS

Everything Freshsales can do in a workflow.

Actions are the steps a workflow can run in Freshsales. Start the workflow from a Coherence record or another app.

Actions · 2Create ContactCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Freshsales.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Freshsales from a Coherence workflowUse a change in Coherence to run a supported Freshsales action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Create Contact
Connect Freshsales to the wider customer workflowCombine Freshsales with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with · A Coherence workflow startsFinishes with · Create Contact, then preserve the outcome in Coherence

SET UP

How to connect Freshsales.

The exact authentication fields depend on Freshsales. The workflow structure stays straightforward.

1Connect the accountAuthorize the Freshsales account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Freshsales or provide a complementary trigger or action.

QUESTIONS

Freshsales integration questions.

What can I automate with the Freshsales integration?

Freshsales currently provides 2 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Freshsales triggers and actions are available?

Freshsales currently lists 0 triggers and 2 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Freshsales connect to other apps through Coherence?

Yes. A workflow can combine supported Freshsales triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Freshsales?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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