Freshsales

Connect Freshsales so campaign recipients become Freshsales contacts and their viewing shows up as notes.

Available on: Pro

Before you start

• A Freshsales account whose address ends in .myfreshworks.com. Accounts on .freshsales.io addresses cannot connect.
• Your Freshsales API key. In Freshsales, open Profile Settings → API Settings.
• A Zidi account on the Pro plan. A paid seat on a Pro team also counts.

Who can connect

Any Zidi user on Pro can connect Freshsales from their own account. Each connection belongs to one Zidi user, so each teammate connects separately. Zidi acts with the permissions of the Freshsales user whose API key you use.

Connect Freshsales

1. In the sidebar, click Integrations.
2. Click the Freshsales card.
3. In Freshworks Domain, type only the first part of your address. For acme.myfreshworks.com, type acme. The field already shows .myfreshworks.com after it.
4. In API Key, paste your key.
5. Click Test Connection. You should see "Connection successful!".
6. Click Connect Freshsales. You should see "Freshsales connected successfully!".

Connecting checks your details again before saving. The Freshsales page in Zidi then shows the Domain and a Synced records count. An API key connection does not expire.

What syncs

• At campaign launch: Zidi finds each recipient's contact by email, or creates one. It writes first name, last name and company from your list, replacing the values on an existing contact. A new contact with no first name gets "Unknown". With no last name it gets the first name, or the part of the email before the @. Zidi adds a note starting "Zidi Campaign:" with the personal link.
• While a recipient watches: at most two notes, opened and completed. There is no separate note at 50% or 80%.
• Tracked share links: one note per view, created at 50% and updated at 80% and 100%. Viewers who are not already contacts are skipped.

Freshsales gets no Zidi custom fields. How CRM sync works explains the timing and note text.

Disconnect

1. In the sidebar, click Integrations, then the Freshsales card.
2. Click Disconnect Freshsales.

There is no confirmation step. Zidi disconnects at once and shows "Freshsales disconnected". Zidi deletes its copy of your API key. It does not change the key in Freshsales. Contacts and notes stay in Freshsales.

Troubleshooting

• A dialog says "Connecting Freshsales to Zidi is a Pro feature." Your plan is Free or Starter. Click Upgrade Plan, then connect again.
• "Invalid domain format. Use only letters, numbers, and hyphens." (or "Invalid domain format" when you click Connect Freshsales without testing first) You typed more than the first part of the address. Remove https:// and everything from the first dot.
• "Invalid domain. Check your Freshworks domain name." or "Invalid domain. Could not reach Freshworks server." No Freshworks account uses that name, or your account is on a .freshsales.io address. Check the address you use to sign in.
• "Invalid API key. Find your key in Freshsales → Profile Settings → API Settings." Freshsales rejected the key. Copy it again from that page.
• "Domain and API key are required" Fill in both fields.
• "Connection failed (HTTP …)" Freshsales returned an unexpected answer. Try again later.
• "This integration requires a Pro plan." Connecting needs Pro.
• A viewer is missing from Freshsales. Engagement and tracked-share notes only go to existing contacts. Check that the email matches. Only campaign launch creates contacts.