Table of Contents

Freshworks CRM

Active with remarks
This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…)..

Freshworks CRM
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Freshworks CRM

Getting Started with Freshworks CRM

The Freshworks modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) allow you to watch, create, update, view, list, search, and delete contacts, leads, accounts, tasks, deals, notes, and sales activities in your Freshworks CRM account.

Prerequisites

A Freshworks CRM account – create an account at freshworks-crm/signup.

	Note
The moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) dialog fields that are displayed in bold (in the Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory!

Note

The dialog fields that are displayed in bold (in the , not in this documentation article) are mandatory!

Connecting FreshWorks CRM to Boost.space Integrator

To connect your Freshworks CRM account to Boost.space Integrator you need to obtain the API Key from your Freshworks account and insert it in the Create a connection dialog in the Boost.space Integrator module.

1. Log in to your Freshworks CRM account and open your Dashboard.

2. Click your Profile Icon > Settings > API Keys.

3. Authenticate to view the API Key.

4. Copy the API Key to your clipboard.

5. Go to Boost.space Integrator and open the Freshsales module’s Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the Domain field, enter the domain name. For example, if your Freshworks CRM account accessing URL is www.xyz.freshsales.com, then your domain is xyz.

8. In the API Key field, enter the API Key copied in step 4.

9. Click Continue.

The connection has been established.

Triggers

Watch New Accounts

Checks if a new account was created.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the accounts you want to watch.
Limit	The maximum number of accounts Boost.space Integrator should return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

Watch New Appointments

Checks if a new appointment was created.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the appointments you want to watch.
Limit	The maximum number of appointments Boost.space Integrator should return during one execution cycle.

Watch New Contacts

Checks if a new contact was created.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the contacts you want to watch.
Limit	The maximum number of contacts Boost.space Integrator should return during one execution cycle.

Watch New Deals

Checks if a new deal was created.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the deals you want to watch.
Limit	The maximum number of deals Boost.space Integrator should return during one execution cycle.

Watch New Leads

Checks if a new lead was created.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the leads you want to watch.
Limit	The maximum number of leads Boost.space Integrator should return during one execution cycle.

Watch New Sales Activity

Checks if new sales activity was created.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the leads you want to watch.
Limit	The maximum number of leads Boost.space Integrator should return during one execution cycle.

Actions

Convert a Lead

Converts a lead to a contact.

Connection	Establish a connection to your Freshworks CRM account.
Lead ID	Enter the Lead ID you want to convert to a contact.
First Name	Enter the first name.
Last Name	Enter the last name.
OwnerCan manage members, managers and owners of a specific space. Can view and manage items. Can edit settings of a given space.	Select the userCan use the system on a limited basis based on the rights assigned by the admin. who owns this contact.
Lead Stage	Select the statusCreate statuses for each module separately to create an ideal environment for efficient and consistent work. of the lead: New Contacted Interested Under Review Demo Unqualified
Job Title	Enter the job title of the contact.
Department	Enter the department to which the contact belongs.
Email Address	Enter the email address of the contact.
Work Number	Enter the work phone number of the contact.
Mobile Number	Enter the mobile number of the contact.
Has Authority	When selected, specifies that the lead has the authority to make decisions regarding the purchase.
Do Not Disturb	When selected, specifies that the lead has enabled the Do Not Disturb or unsubscribed from your marketing emails.
Territory	Select the territory where the lead belongs to.
Time Zone	Select the time zone the lead belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zipcode of the region to which the lead belongs to.
Country	Enter the country name to which the lead belongs.
Facebook	Enter the Facebook URL of the lead.
Twitter	Enter the Twitter URL of the lead.
LinkedIn	Enter the LinkedIn URL of the lead.
Company Name	Enter the company name to which the lead belongs.
Company Address	Enter the company address.
Company City	Enter the city name.
Company State	Enter the state name.
Company Zipcode	Enter the zipcode of the region where the company is located.
Company Country	Enter the country name where the company is situated.
Number of Employees	Enter the number of employees in the company.
Company Annual Revenue	Enter the company’s annual revenue amount.
Company Website	Enter the website URL of the company.
Company Phone	Enter the phone number of the company.
Industry Type	Select the industry in which the company is doing business.
Business Type	Select the business type the company belongs to
Deal Name	Enter the name of the deal.
Deal Value	Enter the deal amount.
Deal Expected Close Date	Enter the date when the deal with the lead is expected to close.
Product	Select the product for which the deal is for.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

Create an Account

Creates a new account.

Connection	Establish a connection to your Freshworks CRM account.
Name	Enter a new name for the account.
Website	Enter the website URL of the account.
Phone	Enter the phone number of the account.
Sales Owner	Select the user who owns the account.
Parent Account	Enter the Sales Parent Account ID for this account.
Number of Employees	Enter the number of employees in the account’s company.
Annual Revenue	Enter the annual revenue of the account.
Tags	Enter the keyword to filter the account when searching.
Industry Type	Select the industry to which the account belongs.
Business Type	Select the business of the account.
Territory	Enter the ID of the territory to which the account belongs to.
Address	Enter the address of the account.
city	Enter the city name.
state	Enter the state name.
Zipcode	Enter the zipcode of the region to which the account belongs.
Country	Enter the country name.
Facebook	Enter the Facebook URL of the account.
Twitter	Enter the Twitter URL of the account.
LinkedIn	Enter the LinkedIn URL of the account.

Create a Lead

Creates a new lead.

Connection	Establish a connection to your Freshworks CRM account.
First Name	Enter the first name.
Last Name	Enter the last name.
Email	Enter the email address of the lead.
Mobile	Enter the mobile number of the lead.
Work	Enter the work phone number of the lead.
Sales Owner	Select the user who owns this lead.
Lead Stage	Select the status of the lead: New Contacted Interested Under Review Demo Unqualified
Unqualified Reasons	Select the reason for unqualifying the lead: Junk Lead Unable to reach Not interested
Subscription Status	Select the subscription status of the lead: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Job Title	Enter the job title of the lead.
Tags	Enter the keyword to filter the lead when searching.
Territory	Select the territory where the lead belongs to.
Time Zone	Select the time zone the lead belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zipcode of the region to which the lead belongs to.
Country	Enter the country name to which the lead belongs.
Facebook	Enter the Facebook URL of the lead.
Twitter	Enter the Twitter URL of the lead.
LinkedIn	Enter the LinkedIn URL of the lead.
Company Name	Enter the company name to which the lead belongs.
Company Address	Enter the company address.
Company City	Enter the city name.
Company State	Enter the state name.
Company Zipcode	Enter the zipcode of the region where the company is located.
Company Country	Enter the country name where the company is situated.
Number of Employees	Enter the number of employees in the company.
Company Annual Revenue	Enter the company’s annual revenue amount.
Company Website	Enter the website URL of the company.
Company Phone	Enter the phone number of the company.
Industry Type	Select the industry in which the company is doing business.
Business Type	Select the business type the company belongs to
Deal Name	Enter the name of the deal.
Deal Value	Enter the deal amount.
Deal Expected Close Date	Enter the date when the deal with the lead is expected to close.
Product	Select the product for which the deal is for.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

Create an Appointment

Creates a new appointment.

Connection	Establish a connection to your Freshworks CRM account.
Title	Enter a name for the appointment.
All Day	Select if the appointment is for all day.
From	Enter the start time of the appointment.
To	Enter the end time of the appointment.
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Time Zone	Select the time zone in which the appointment is scheduled.
Where	Enter the location of the appointment.
Description	Enter the details of the appointment.
Target Type	Select the agenda of the appointment: Lead Contact Freshsales account Deal
Attendees	Add the attendees to the appointment. ID Enter the ID of the lead, contact, or account.

Create a Contact

Creates a new contact.

Connection	Establish a connection to your Freshworks CRM account.
First Name	Enter the first name.
Last Name	Enter the last name.
Account ID	Enter the Account ID of the contact.
Email Address	Enter the email address of the contact.
Mobile	Enter the mobile number of the contact.
Work	Enter the work phone number of the contact.
Sales Owner	Select the user to whom the contact is assigned.
Subscription Status	Select the subscription status of the contact: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Tags	Enter the keyword to filter the contact when searching.
Job Title	Enter the position of the contact in the company to which he/she belongs to.
Status	Select the type for the contact: Qualified Lead Prospect Customer List Partner Reseller Other
Time Zone	Select the time zone the contact belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zipcode of the region to which the contact belongs to.
Country	Enter the country name to which the contact belongs.
Facebook	Enter the Facebook URL of the contact’s company or the lead.
Twitter	Enter the Twitter URL of the lead’s company or the lead.
LinkedIn	Enter the LinkedIn URL contact’s company or the lead.
Territory	Select the place where the contact belongs to.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

Create a Deal

Creates a new deal.

Connection	Establish a connection to your Freshworks CRM account.
Name	Enter a name for the deal.
Deal Value	Enter the deal amount.
Account ID	Enter the Account ID of the deal.
Related Contacts	Add the contacts involved in the deal.
Deal Pipeline	Select the pipeline applicable for the deal.
Deal Stage	Select the stage of the deal: New Follow-up Under Review Demo Lost Negotiation Won
Lost Reason	Select the reason for the loss if the deal is lost: Opted our rival Price is too high Junk lead Not interested No requirement Need only in future Product not satisfying No proper follow-up Appointment missed
Closed Date	Enter the date when the deal is closed.
Sales Owner	Select the user associated with this deal.
Tags	Enter the keywords to filter the contact when searching.
Product	Select the product associated with the deal.
Currency	Select the currency applicable for the deal.
Deal Value in Base Currency	Enter the deal amount in base currency.
Payment Status	Select the payment status of the deal: Offline Online
Expected Close Date	Enter the date when the deal is expected to close.
Probability (%)	Enter the probability (in percentage) that the deal will be closed successfully.
Territory	Select the location of the contact of the deal.
Type	Enter the deal type: New Business Existing Business – Renewal Existing Business – Upgrade
Source	Select the source from where you have received the lead for the deal.
Campaign	Select the campaign from where you have received the lead for the deal.
Last Activity Type	Select the mode of contact for the deal: Appointment Chat Phone Email SMS Task
Last Activity Date	Enter the date when was the last time contacted the deal representatives.
Expected Deal Value	Enter the amount expected in the deal.

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Connection	Establish a connection to your Freshworks CRM account.
Call Type	Select the call type: Incoming Outgoing
Outcome	Select the outcome result of the call.
Associate this phone call with	Select the category applicable to whom you have called: Existing leaf New Lead Existing contact New Contact Existing Account
Description	Enter the details of the call.

Create a Note

Creates a note for a specific object.

Connection	Establish a connection to your Freshworks CRM account.
Text	Enter the note text.
Target Type	Select the target type associated with the note: Lead Contact Freshsales Account Deal
Lead ID	Enter the Lead ID.
Contact ID	Enter the Contact ID.
Account ID	Enter the Account ID.
Deal ID	Enter the Deal ID.

Create a Sales Activity

Creates a new Freshsales activity.

Connection	Establish a connection to your Freshworks CRM account.
Title	Enter a name for the sales activity.
Note	Enter the details of the sales activity.
Target Type	Select the option to whom the sales activity is for: Lead Contact Freshsales Account Deal
Start Date	Enter the date when the sales activity begins.
End Date	Enter the date when the sales activity ends.
Owner	Select the user who owns this sales activity.
Sales Activity Type	Select the sales activity type: Appointment Chat Phone Task SMS
Sales Activity Outcome	Select the sales activity outcome.

Create a Task

Creates a new task.

Connection	Establish a connection to your Freshworks CRM account.
Title	Enter a name for the task.
Due Date	Enter the date by when the task must be completed.
Task Type	Select the task type: Follow-up Reminder
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Description	Select the details of the task.
Owner	Select the user to whom you want to assign the task.
Target Type	Select the option to whom the task is targeted for: Lead Contact Freshsales account Deal
Status	Select the status of the task: Open Completed

Delete an Account

Deletes a specific account.

Connection	Establish a connection to your Freshworks CRM account.
Account ID	Enter the Account ID you want to delete.

Delete an Appointment

Deletes a specific appointment.

Connection	Establish a connection to your Freshworks CRM account.
Appointment ID	Enter the Appointment ID you want to delete.

Delete a Contact

Deletes a specific contact.

Connection	Establish a connection to your Freshworks CRM account.
Contact ID	Enter the Contact ID you want to delete.

Delete a Deal

Deletes a specific deal.

Connection	Establish a connection to your Freshworks CRM account.
Deal ID	Enter the Deal ID you want to delete.

Delete a Lead

Deletes a specific lead.

Connection	Establish a connection to your Freshworks CRM account.
Lead ID	Enter the Lead ID you want to delete.

Delete a Note

Deletes a specific note.

Connection	Establish a connection to your Freshworks CRM account.
Note ID	Enter the Note ID you want to delete.

Delete a Sales Activity

Deletes a specific Freshsales activity.

Connection	Establish a connection to your Freshworks CRM account.
Sales Activity	Select the Sales Activity you want to delete.

Delete a Task

Deletes a specific task.

Connection	Establish a connection to your Freshworks CRM account.
Task ID	Enter the Task ID you want to delete.

Update an Account

Updates information of specific account.

Connection	Establish a connection to your Freshworks CRM account.
Account ID	Enter the Account ID you want to update.
Name	Enter a new name for the account.
Website	Enter the website URL of the account.
Phone	Enter the phone number of the account.
Sales Owner	Select the user who owns the account.
Parent Account	Enter the Sales Parent Account ID for this account.
Number of Employees	Enter the number of employees in the account’s company.
Annual Revenue	Enter the annual revenue of the account.
Tags	Enter the keyword to filter the account when searching.
Industry Type	Select the industry to which the account belongs.
Business Type	Select the business of the account.
Territory	Enter the ID of the territory to which the account belongs to.
Address	Enter the address of the account.
city	Enter the city name.
state	Enter the state name.
Zipcode	Enter the zip code of the region to which the account belongs to.
Country	Enter the country name.
Facebook	Enter the Facebook URL of the account.
Twitter	Enter the Twitter URL of the account.
LinkedIn	Enter the LinkedIn URL of the account.

Update an Appointment

Updates information of specific appointments.

Connection	Establish a connection to your Freshworks CRM account.
Appointment ID	Enter the Appointment ID you want to update.
Title	Enter a name for the appointment.
All Day	Select if the appointment is for all day.
From	Enter the start time of the appointment.
To	Enter the end time of the appointment.
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Time Zone	Select the time zone in which the appointment is scheduled.
Where	Enter the location of the appointment.
Description	Enter the details of the appointment.
Target Type	Select the option to whom the appointment is targeted for: Lead Contact Freshsales account Deal
Attendees	Add the attendees to the appointment. ID Enter the ID of the lead, contact, or account.

Update a Contact

Updates information of a specific contact.

Connection	Establish a connection to your Freshworks CRM account.
Contact ID	Enter the Contact ID you want to update.
First Name	Enter the first name.
Last Name	Enter the last name.
Account ID	Enter the Account ID of the contact.
Email Address	Enter the email address of the contact.
Mobile	Enter the mobile number of the contact.
Work	Enter the work phone number of the contact.
Sales Owner	Select the user to whom the contact is assigned.
Subscription Status	Select the subscription status of the contact: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Tags	Enter the keyword to filter the contact when searching.
Job Title	Enter the position of the contact in the company to which he/she belongs to.
Status	Select the contact type: Qualified Lead Prospect Customer List Partner Reseller Other
Time Zone	Select the time zone the contact belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zip code of the region to which the contact belongs to.
Country	Enter the country name to which the contact belongs.
Facebook	Enter the Facebook URL of the contact’s company or the lead.
Twitter	Enter the Twitter URL of the lead’s company or the lead.
LinkedIn	Enter the LinkedIn URL contact’s company or the lead.
Territory	Select the place where the contact belongs to.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

Update a Deal

Updates information of a specific deal.

Connection	Establish a connection to your Freshworks CRM account.
Deal ID	Enter the Deal ID you want to update.
Name	Enter a name for the deal.
Deal Value	Enter the deal amount.
Account ID	Enter the Account ID of the deal.
Related Contacts	Add the contacts involved in the deal.
Deal Pipeline	Select the pipeline applicable for the deal.
Deal Stage	Select the stage of the deal: New Follow-up Under Review Demo Lost Negotiation Won
Lost reason	Select the reason for the loss if the deal is lost: Opted our rival Price is too high Junk lead Not interested No requirement Need only in future Product not satisfying No proper follow-up Appointment missed
Closed Date	Enter the date when the deal is closed.
Sales Owner	Select the user associated with this deal.
Tags	Enter the keywords to filter the contact when searching.
Product	Select the product associated with the deal.
Currency	Select the currency applicable for the deal.
Deal Value in Base Currency	Enter the deal amount in base currency.
Payment Status	Select the payment status of the deal: Offline Online
Expected Close Date	Enter the date when the deal is expected to close.
Probability (%)	Enter the probability (in percentage) that the deal will be closed successfully.
Territory	Select the location of the contact of the deal.
Type	Enter the deal type: New Business Existing Business – Renewal Existing Business – Upgrade
Source	Select the source from where you have received the lead for the deal.
Campaign	Select the campaign from where you have received the lead for the deal.
Last Activity Type	Select the mode of contact for the deal: Appointment Chat Phone Email SMS Task
Last Activity Date	Enter the date when was the last time contacted the deal representatives.
Expected Deal Value	Enter the amount expected in the deal.

Update a Lead

Updates information of a specific lead.

Connection	Establish a connection to your Freshworks CRM account.
Lead ID	Enter the Lead ID you want to update.
First Name	Enter the first name.
Last Name	Enter the last name.
Email	Enter the email address of the lead.
Mobile	Enter the mobile number of the lead.
Work	Enter the work phone number of the lead.
Sales Owner	Select the user who owns this lead.
Lead Stage	Select the status of the lead: New Contacted Interested Under Review Demo Unqualified
Unqualified Reasons	Select the reason for unqualifying the lead: Junk Lead Unable to reach Not interested
Subscription Status	Select the subscription status of the lead: Unsubscribed Subscribed Not Subscribed Reported as Spam Bounced
Job Title	Enter the job title of the lead.
Tags	Enter the keyword to filter the lead when searching.
Territory	Select the territory where the lead belongs to.
Time Zone	Select the time zone the lead belongs to.
Address	Enter the address of the contact.
City	Enter the city name.
State	Enter the state name.
Zipcode	Enter the zip code of the region to which the lead belongs to.
Country	Enter the country name to which the lead belongs.
Facebook	Enter the Facebook URL of the lead.
Twitter	Enter the Twitter URL of the lead.
LinkedIn	Enter the LinkedIn URL of the lead.
Company Name	Enter the company name to which the lead belongs.
Company Address	Enter the company address.
Company City	Enter the city name.
Company State	Enter the state name.
Company Zipcode	Enter the zipcode of the region where the company is located.
Company Country	Enter the country name where the company is situated.
Number of Employees	Enter the number of employees in the company.
Company Annual Revenue	Enter the company’s annual revenue amount.
Company Website	Enter the website URL of the company.
Company Phone	Enter the phone number of the company.
Industry Type	Select the industry in which the company is doing business.
Business Type	Select the business type the company belongs to
Deal Name	Enter the name of the deal.
Deal Value	Enter the deal amount.
Deal Expected Close Date	Enter the date when the deal with the lead is expected to close.
Product	Select the product for which the deal is for.
Source	Select the source from where you got the lead.
Campaign	Select the campaign from which you got the lead.
Medium	Enter the source through which contact has reached your website.
Keyword	Enter the keywords contact used to reach your website or app.

Update a Note

Updates a specific note.

Connection	Establish a connection to your Freshworks CRM account.
Note ID	Enter the Note ID you want to update.
Text	Enter the note text.
Target Type	Select the target type associated with the note: Lead Contact Freshsales Account Deal
Target ID	Enter the Target ID for the above-selected target type. For example, `Lead ID`.

Update a Sales Activity

Updates information of a specific Freshsales activity.

Connection	Establish a connection to your Freshworks CRM account.
Sales Activity	Select the sales activity you want to update.
Title	Enter a name for the sales activity.
Note	Enter the details of the sales activity.
Target Type	Select the option to whom the sales activity is for: Lead Contact Freshsales Account Deal
Start Date	Enter the date when the sales activity begins.
End Date	Enter the date when the sales activity ends.
Owner	Select the user who owns this sales activity.
Sales Activity Type	Select the sales activity type: Appointment Chat Phone Task SMS
Sales Activity Outcome	Select the sales activity outcome.

Update a Task

Updates a specific task.

Connection	Establish a connection to your Freshworks CRM account.
Task ID	Enter the Task ID you want to update.
Title	Enter a name for the task.
Due Date	Enter the date by when the task must be completed.
Task Type	Select the task type: Follow-up Reminder
Outcome	Select the appointment outcome: Interested Left Message No Response Not Interested Not able to reach
Description	Select the details of the task.
Owner	Select the user to whom you want to assign the task.
Target Type	Select the option to whom the task is targeted for: Lead Contact Freshsales account Deal
Status	Select the status of the task: Open Completed

View an Account

View details of a specific account.

Connection	Establish a connection to your Freshworks CRM account.
Account ID	Enter the Account ID whose details you want to view.

View an Appointment

View details of a specific appointment.

Connection	Establish a connection to your Freshworks CRM account.
Appointment ID	Enter the Appointment ID whose details you want to view.

View a Contact

View details of a specific contact.

Connection	Establish a connection to your Freshworks CRM account.
Contact ID	Enter the Contact ID whose details you want to view.

View a Deal

View details of a specific deal.

Connection	Establish a connection to your Freshworks CRM account.
Deal ID	Enter the Deal ID whose details you want to view.
Include	Select the options whose details you want to view: Owner Creator Updater Source Contacts Sales Account Deal Stage Deal Type Deal Reason Campaign Deal Payment Status Deal Product Currency Probability Created at Updated at

View a Lead

Views details of a specific lead.

Connection	Establish a connection to your Freshworks CRM account.
Lead ID	Enter the Lead ID you want to update.
Include	Select the options whose details you want to view: Owner Creator Updater Source LeadStage Lead Reason Territory Campaign Tasks Appointments Notes

View a Sales Activity

View details of a specific Freshsales activity.

Connection	Establish a connection to your Freshworks CRM account.
Sales Activity	Enter the sales activity whose details you want to view.

View a Task

Views details of a specific task.

Connection	Establish a connection to your Freshworks CRM account.
Task ID	Enter the Task ID you want to update.
Include	Select the options whose details you want to view: User Target

Searches

List All Accounts

Lists all accounts on your Freshsales account.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the accounts you want to list: My Accounts All Accounts My Territory Accounts Recently Imported Recycle Bin
Include	Select the options whose details you want to view: Creator Updater Deals Industry type Child Sales Accounts Territory Tasks Appointments Business Type Contacts
Sort By	Select the option to sort the accounts: Open deals amount Created at Updated at Last contacted
Limit	The maximum number of accounts Boost.space Integrator should return during one execution cycle.

List All Contacts

Lists all contacts on your Freshsales account.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the contacts you want to list.

List All Files and Links

Lists all files and links attached to a specified lead, contact, account, or deal.

Connection	Establish a connection to your Freshworks CRM account.
ID	Enter the Lead, Contact, Deal, or Sales Account ID to list the related files and links.

List All Appointments

Lists all appointments on your Freshsales account.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the appointments you want to list: Past Upcoming

List All Deals

Lists all deals on your Freshsales account.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the accounts you want to list: Open Deals My Deals My Territory Deals Recent Deals Recently Imported Lost Deals Won Deals Hot Deals Cold Deals Closing This Week This Month Sales Recycle Bin
Number of deals returned	The maximum number of deals Boost.space Integrator should return during one execution cycle.

List All Leads

Lists all leads on your FreshSales account.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the leads you want to list: My Leads New Leads Unassigned Leads All LEads Recently Modified Recently Imported My Territory Leads Hot Leads Warm Leads Cold Leads Recycle Bin

List All Sales Activities

Lists all Freshsales activities on your account.

Connection	Establish a connection to your Freshworks CRM account.
Number of Sales Activities Returned	The maximum number of sales activities Boost.space Integrator should return during one execution cycle.

List All Tasks

Lists all tasks on your Freshsales accounts.

Connection	Establish a connection to your Freshworks CRM account.
Filter	Select the option to filter the leads you want to list: Overdue Today Tomorrow Open Completed

Search Accounts

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshworks CRM account.
Search	Enter the text or phrase to search the accounts.
Number of accounts returned	The maximum number of accounts Boost.space Integrator should return during one execution cycle.

Search Contacts

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshworks CRM account.
Search	Enter the text or phrase to search the contacts.
Number of contacts returned	The maximum number of contacts Boost.space Integrator should return during one execution cycle.

Search Deals

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshworks CRM account.
Search	Enter the text or phrase to search the deals.
Number of deals returned	The maximum number of deals Boost.space Integrator should return during one execution cycle.

Search Leads

Search through your Freshsales account for match.

Connection	Establish a connection to your Freshworks CRM account.
Search	Enter the text or phrase to search for the leads.
Number of leads returned	The maximum number of leads Boost.space Integrator should return during one execution cycle.

Search Users

Searches through your Freshsales account for match.

Connection	Establish a connection to your Freshworks CRM account.
Search	Enter the text or phrase to search the usersCan use the system on a limited basis based on the rights assigned by the admin..
Number of users returned	The maximum number of users Boost.space Integrator should return during one execution cycle.

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