Freshsales Integration

If your team tracks leads and deals in Freshsales, this keeps your contact records updated automatically.

When SalesPartner talks to a lead, it logs a note directly on the matching Freshsales contact record. Your team sees the full conversation history without leaving the CRM.

What you get:

• No manual entry — Notes appear in Freshsales after every interaction
• Full history — Messages, appointments, and status changes all logged
• Team visibility — Everyone sees the latest activity on each contact
• Works on all plans — Including the free Freshsales plan

This works for any Freshsales account, including free ones.

Every Freshsales user has their own API key. Here's how to find yours:

1. Log in to Freshsales
2. Click your profile icon in the top-right corner
3. Select Settings
4. Click API Settings
5. Copy your API key from the field shown

Your API key is unique to your user account. Keep it private — it gives SalesPartner access to your Freshsales data.

Once you have your API key:

1. Open the SalesPartner app
2. Go to Settings → Integrations
3. Find the Freshsales section
4. Toggle the switch to Enable
5. Paste your API key in the field
6. Enter your Freshsales domain (the part before `.freshsales.io` — e.g., `yourcompany`)
7. Click Test Connection

If the test succeeds, you'll see your Freshsales account name. You're connected.

From this point, SalesPartner will log notes on your Freshsales contacts automatically.

SalesPartner adds a note to the contact's Freshsales record when:

• A lead sends a message
• SalesPartner replies to a lead
• An appointment is booked or a reminder is sent
• A contact's status changes

Each note is timestamped and includes the relevant details.

Note: The contact must already exist in Freshsales, matched by email address. If SalesPartner can't find a matching contact, the note won't log. Make sure leads are in Freshsales before conversations start.

Notes not appearing in Freshsales?

1. Integration enabled? — Go to Settings → Integrations and confirm the toggle is on.

1. Domain entered correctly? — Enter just the subdomain, not the full URL. For `yourcompany.freshsales.io`, enter `yourcompany`.

1. API key correct? — Go back to Freshsales API Settings and copy the key again. Extra spaces break it.

1. Contact exists? — SalesPartner matches contacts by email. If the lead's email isn't in Freshsales, nothing logs.

Still stuck? Contact support with your Freshsales domain and the time you expected a note. We can check the logs.