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Integrations

Freshsales for trades

Customers get a rough figure on your website, and the lead lands in Freshsales with everything: their details, the job, their answers and the price they saw.

Start free for 14 daysAll integrations

What arrives in Freshsales

Adds a contact, or updates them if their email is already there.

It works straight away for every new lead. If Freshsales can’t be reached, RoughFigure tries again and shows you what happened under Integrations.

How to connect it

  1. In Freshsales, click your profile picture and choose Settings.
  2. Open the API settings tab and copy “Your API key”.
  3. Your bundle name is the first part of your address, before .myfreshworks.com.
  4. In RoughFigure, open Integrations, choose Freshsales, paste your api key and click Connect.

Your key is stored encrypted and only used to send your leads. On the Pro plan.

Other CRMs

Questions

Does RoughFigure integrate with Freshsales?

Yes. RoughFigure connects directly to Freshsales, with no Zapier and no code. Adds a contact, or updates them if their email is already there.

What do I need to connect Freshsales?

Your API key and bundle name. Paste them into RoughFigure under Integrations and click Connect. The steps on this page show where to find each one.

Which plan includes the Freshsales integration?

The Pro and Agency plans. Every new account gets 14 days of Pro free, with no card needed.

What happens if Freshsales is down?

Every lead is saved in RoughFigure first. We keep trying to send it for about four hours, and anything that still can’t be sent shows the reason and a Resend button.

Can I check it works before real leads arrive?

Yes. Click Send a test lead, and “RoughFigure connection check” arrives in Freshsales with your own email address. You can delete it afterwards.

Guides

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