Freshworks CRM | Refreshingly new CRM & Deal Management Software

Overview

Freshworks CRM is an intuitive CRM that helps sales reps take the guesswork out of sales. With the built-in phone and email, tasks, appointments and notes, sales reps needn’t have to toggle between tabs to follow up on prospects. You can manage your deals better with the pipeline view and drive more deals to closure. Also, with custom reports, tracking sales performance a cinch.

Freshwork CRM's APIs belong to the Representational State Transfer (REST) category. They allow you to perform 'RESTful' operations such as reading, modifying, adding or deleting data from your helpdesk.

Which are the API commands used in Freshworks CRM?

Command	Purpose
POST	Create an object
GET	Fetch one or more objects
PUT	Update an object
DELETE	Remove an object

Authentication

To use the API’s listed above, you need to authenticate your id as you would when you log in to your Freshworks CRM account using your API key.

API key

Each user in Freshworks CRM is provided with a unique API key. To find your API key
1. Click your profile picture and select Profile Settings.
2. Click the API Settings tab.
3. You can find your API key in the field Your API key.
Learn more about finding your API key.

For example, if your API key is sfg999666t673t7t82, the curl command to use is:

curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/contacts/1

What are the resources available via the API?

Any information in your Freshwork CRM’s account can be identified by its own unique identifier or "URI". If you want data from your account, be it a deal or the owner of an account, you’d need its respective identifier to fetch the data via the API’s. All URIs follow the following format:

https://your_crm_domain_name/api/resource_name

For example, if you are Rebecca Moris and you’d like to fetch the contact with id 144 from your account "widgetz.myfreshworks.com/crm/sales", the syntax would be

https://widgetz.myfreshworks.com/crm/sales/api/contacts/144

Note:
We’ve shortened the API resource URLs throughout this document by omitting the domain name, meaning, /api/contacts is actually a shorter version of https://domain.myfreshworks.com/crm/sales/api/contacts

Will everyone have the same access rights?

No. Using the API’s, users would only be able to view data that they have access to. Learn more about managing user roles and scopes.

Schema

Blank Fields:
Blank fields are made null instead of being omitted.

Timestamps:
All timestamps are returned in the UTC format, YYYY-MM-DDTHH:MM:SSZ. For example, 2016-02-13T23:27:49Z

Date Fields:
Input for date fields is expected to be in one of the following formats:
YYYY-MM-DD
YYYY-MM-DDTHH:MM
YYYY-MM-DDTHH:MMZ
YYYY-MM-DDTHH:MM:SS
YYYY-MM-DDTHH:MM:SSZ
YYYY-MM-DDTHH:MM:SS±hh:mm
YYYY-MM-DDTHH:MM:SS±hh
YYYY-MM-DDTHH:MM:SS±hhmm
If the time zone information is not present, it will be assumed to be in UTC.
A few valid date fields - 2016-02-15T21:16:25Z , 2012-12-24T12:56:15+05:30, 2010-03-23T12:00

Embedding

You can request for additional resources using the "include" keyword. For example you can embed the contact's owner within the contact list view API by,

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/apicontacts/1?include=owner"

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Response

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58 {
	users: [{
		id: 1,
		display_name: "Sample Admin",
		email: "admin@yourcompany.com"
	}],
	contact: {
		id: 1,
		job_title: "Sales Manager",
		email: "janesampleton@gmail.com",
		work_number: "(368) 493-2360",
		mobile_number: "1-926-652-9503",
		address: "604-5854 Beckford St.",
		city: "Glendale",
		state: "Arizona",
		zipcode: "100652",
		country: "USA",
		time_zone: null,
		display_name: "Jane Sampleton (sample)",
		avatar: "https://lh3.googleusercontent.com/-BomfmRA2WqA/Vi4cXSJzXPI/AAAAAAAAABg/LO4MyF96ZQ4/w140-h140-p/Image1.png",
		keyword: "B2B Success",
		medium: "Blog",
		last_seen: "2016-02-10T02:36:06-08:00",
		last_contacted: "2016-02-08T02:36:06-08:00",
		lead_score: 96,
		stage_updated_time: "2016-02-10T02:36:06-08:00",
		first_name: "Jane",
		last_name: "Sampleton (sample)",
		company: {
			id: 1,
			name: "Widgetz.io (sample)",
			address: "160-6802 Aliquet Rd.",
			city: "New Haven",
			state: "Connecticut",
			zipcode: "68089",
			country: "United States",
			number_of_employees: null,
			annual_revenue: null,
			website: "widgetz.io",
			phone: "503-615-3947",
			industry_type_id: 1,
			business_type_id: 1
		},
		deal: null,
		links: {
			conversations: "/contacts/1/conversations?include=email_conversation_recipients,targetable,phone_number,phone_caller,note,user&per_page=3",
			activities: "/contacts/1/activities"
		},
		custom_field: {
			cf_primary: false
		},
		updated_at: "2016-02-10T02:36:06-08:00",
		facebook: null,
		twitter: "https://twitter.com/janesampleton",
		linkedin: "http://linkedin.com/pub/jane-sampleton/109/39/b0",
		owner_id: 1
	}
}

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Errors

I have encountered an error. How do I fix this?

API requests that result in errors will return an appropriate HTTP status code to help you identify the type of error and fix it. You can use the table below to understand what each code means.

HTTP Status Code	Text	Description
400^*	Client or Validation Error	Indicates that the request is not in the correct format. For example, the Create a contact API requires a valid email address to be sent as part of the request. If you are missing @ as part of the email address in the request, you would get this error code.
401	Authentication Failure	Indicates that the Authorization header is either missing or incorrect. You can learn more about the Authorization header here.
403	Access Denied	This indicates that the user whose credentials were used in making this request was not authorized to perform this API call. It could be that this API call requires admin level credentials or perhaps the Freshworks CRM portal doesn't have corresponding feature enabled.
404	Requested Resource not Found	This status code is returned when the request contains invalid ID/Freshworks CRM domain in the URL or an invalid URL itself. For example, an API call to retrieve a contact with an invalid ID will return a HTTP 404 status code to let you know that no such contact exists.
429	Too many requests	This status code appears when the user has exceeded the API limit set per hour per account. In Freshworks CRM, this limit is 1000 API requests per hour per account.
500	Unexpected Server Error	Phew!! You can't do anything more here. This indicates an error at Freshworks CRM's side. Please email us your API script along with the response headers. We will reach you out to you and fix this ASAP.
^Previously, we have been returning status code: 500 for validation errors and on August 17th, 2018, we have made changes to our status codes to reflect status code: 400* for validation errors. Please note that this new status code is returned only for accounts signed up on or after August 17th, 2018. Users who have signed up before August 17, 2018, and have been using our API would still continue to receive status code: 500 for validation errors. We recommend such users who perform actions based on validation errors (if any) to make necessary changes to their API request as we would be deprecating the status code: 500 for validation errors on December 31st, 2018.

Error Response

In addition to the HTTP status code, most errors would also return a response body that contains more information on the error. Here’s a sample error response,

Sample Error

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7 {
    "errors": {
            "code":"Status code of the error",
            "message":"Error Description"
        }
}

Error Response Fields

Field	Description
code	HTTP error status code
message	Description about the error.

Pagination

API responses that return a list of objects, such as View List of contacts or View List of deals are paginated. To scroll through the pages, add the parameter page to the query string. The page number starts with 1.
By default, the number of objects returned per page is 25. For example, if you’d like to retrieve the contacts from 26 to 50 use,

https://domain.myfreshworks.com/crm/sales/api/contacts/view/[:view_id]?page=2

Configuration

API	Description
api/selector/owners	Fetch all existing users' details in the Freshworks CRM portal. Will give id, name of the users
api/selector/territories	Fetch all existing territories' details in the Freshworks CRM portal. Will give id, name of the territories
api/selector/deal_stages	Fetch all existing deal stages' details in the Freshworks CRM portal. Will give id, name of the deal stages
api/selector/currencies	Fetch all existing currency details in the Freshworks CRM portal. Will give id, currency code and other details of currencies
api/selector/deal_reasons	Fetch all existing deal reasons' details in the Freshworks CRM portal. Will give id, name of the deal reasons
api/selector/deal_types	Fetch all existing deal types' details in the Freshworks CRM portal. Will give id, name of the deal types
api/selector/industry_types	Fetch all existing industry types' details in the Freshworks CRM portal. Will give id, name of the industry types
api/selector/business_types	Fetch all existing business types' details in the Freshworks CRM portal. Will give id, name of the business types
api/selector/campaigns	Fetch all existing campaigns details' in the Freshworks CRM portal. Will give id, name of the campaigns
api/selector/deal_payment_statuses	Fetch all existing deal payment statuses' details in the Freshworks CRM portal. Will give id, name of the deal payment statuses
api/selector/deal_products	Fetch all existing deal products' details in the Freshworks CRM portal. Will give id, name of the deal products
api/selector/deal_pipelines	Fetch all existing deal pipelines' details in the Freshworks CRM portal. Will give id, name of the deal pipelines
api/selector/deal_stages	Fetch all existing deal stages' details of default pipeline in the Freshworks CRM portal. Will give id, name, deal_pipeline_id of the deal stages.
api/selector/deal_pipelines/[id]/deal_stages	Fetch all existing deal_stages' details only of the pipeline specified. Will give id, name, deal_pipeline_id of the deal stages.
api/selector/contact_statuses	Fetch all existing contact statuses' details in the Freshworks CRM portal. Will give id, name of the contact statuses.
api/selector/sales_activity_types	Fetch all existing sales activity types' details in the Freshworks CRM portal. Will give id, name of the sales activity types.
api/selector/sales_activity_outcomes	Fetch all existing sales activity outcomes' details in the Freshworks CRM portal. Will give id, name of the sales activity outcomes.
api/selector/sales_activity_entity_types	Fetch all existing sales activity entity types' details in the Freshworks CRM portal. Will give id, name of the sales activity entity types.
api/selector/sales_activity_types/[id]/sales_activity_outcomes	Fetch all existing sales activity outcomes' details only of the sales activity type specified. Will give id, name, sales_activity_type_id of the sales activity outcomes.
api/selector/lifecycle_stages	Fetch all existing lifecycle_stages' details in the Freshworks CRM portal. Will give id, name and contact statuses of the lifecycle stage.

Contacts

Contacts represent the companies (Accounts) that you do business with.

ATTRIBUTE	TYPE	DESCRIPTION
id^∑	number	Unique ID of the contact
first_name	string	First name of the contact
last_name	string	Last name of the contact
subscription_status	Array of hashes	Status of subscription that the contact is in
job_title	string	Designation of the contact in the account he belongs to
email^π^††	string	Primary email address of the contact
emails^∑	string	Email addresses of the contact
work_number	string	Work phone number of the contact
external_id^∑^π	string	External ID of the contact
mobile_number^∑^π	string	Mobile phone number of the contact
address	string	Address of the contact
city	string	City that the contact belongs to
state	string	State that the contact belongs to
zipcode	string	Zipcode of the region that the contact belongs to
country	string	Country that the contact belongs to
sales_accounts^μ	Array of hashes	Accounts which contact belongs to
territory_id^Ω	number	ID of the territory that the contact belongs to
lead_source_id^Ω	number	ID of the source where contact came from
owner_id^Ω	number	ID of the user to whom the contact has been assigned
subscription_status	Array of hashes	Status of subscription that the contact is in
subscription_types	Array of hashes	Type of subscription that the contact is in
medium	string	The medium that led your contact to your website/ web app
campaign_id^Ω	number	The campaign that led your contact to your web app.
keyword	string	The keywords that the contact used to reach your website/web app
time_zone	string	Timezone that the contact belongs to
facebook	string	Facebook username of the contact
twitter^∑	string	Twitter username of the contact
linkedin	string	LinkedIn account of the contact
created_at	datetime	Contact creation timestamp
updated_at	datetime	Contact updated timestamp
contact_status_id^Ω	number	ID of the contact status that the contact belongs to
sales_account_id^†	number	ID of the primary account that the contact belongs to Usage of this key is deprecated. Use sales_accounts key to associate accounts to a contact.
lifecycle_stage_id	number	ID of the lifecycle stage that the contact belongs to
^* Mandatory fields for creating contact. ^π Either Email/Mobile/Twitter ID is required to create a contact. ^∑ This field is unique. ^μ This field is optional. You can associate multiple accounts to a contact (Refer "Create a contact by associating to multiple accounts " shown below). ^† NOTE: Usage of this key is deprecated. Use sales_accounts key to associate accounts to a contact. This field is optional. Either you can send ID of an existing account or add a new account on the fly (Refer "Create a contact by associating to a new account" shown below). ^†† NOTE: Usage of this key is deprecated. Use emails key to associate emails to a contact. ^Ω To know all available options for this field, refer Configuration

Create a Contact

This API allows you to create a contact.

post

/api/contacts

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"contact":{"first_name":"James", "last_name":"Sampleton (sample)", "mobile_number":"1-926-555-9503"}}' -X POST "https://domain.myfreshworks.com/crm/sales/api/contacts"

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Response

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36 {
	"contact": {
		"id": 1,
		"first_name": "James",
		"last_name": "Sampleton (sample)",
		"display_name": "James Sampleton (sample)",
		"avatar": null,
		"job_title": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"email": null,
		"time_zone": null,
		"work_number": null,
		"mobile_number": "1-926-555-9503",
		"address": null,
		"last_seen": null,
		"lead_score": 0,
		"last_contacted": null,
		"open_deals_amount": "0.0",
		"links": {
			"conversations": "/contacts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cnote%2Cuser\u0026page=1\u0026per_page=3",
			"activities": "/contacts/1/activities"
		},
		"custom_field": {

		},
		"updated_at": "2016-06-01T02:54:41-07:00",
		"keyword": null,
		"medium": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null
	}
}

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Additional Examples

1. Create a contact with custom fields
If you’d like to create a contact along with custom fields, use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"contact":{"first_name":"James", "last_name":"Sampleton (sample)", "mobile_number":"1-926-555-9503", "custom_field": {"cf_is_active": true} }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/contacts"

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2. Create a contact by associating to multiple accounts.
To create an account, refer Create an Account
If you’d like to associate the contact with multiple accounts, use below API.
** For sales_accounts, id is the sales account id and is_primary is the flag for marking the specific sales account primary. It is mandatory to have one (and only one) primary account if any sales accounts are associated to the contact. You can associate upto 10 accounts to a contact.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"contact":{"first_name":"James", "last_name":"Sampleton (sample)", "mobile_number":"1-926-555-9503", "custom_field": {"cf_is_active": true}, "sales_accounts":[{"id" : 1, "is_primary" : true}, {"id" : 2, "is_primary": false}] }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/contacts"

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3. Create a contact by associating to a new primary account
If you’d like to associate the contact with a new primary account, use this API.
Note : Usage of this key is deprecated. Use sales_accounts to associate accounts to a contact. Sales accounts should be created before associating them to contacts.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"contact":{"first_name":"James", "last_name":"Sampleton (sample)", "mobile_number":"1-926-555-9503", "custom_field": {"cf_is_active": true}, "sales_account":{"name":"Sample Account"} }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/contacts"

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View a Contact

This API allows you to view the details of a contact.

get

/api/contacts/[id]

Use 'include' to embed additional details in the response.

Embed	Handle
owner	api/contacts/[id]?include=owner Will return the owner id, name and email
creater	api/contacts/[id]?include=creater Will return the creater id, name and email
updater	api/contacts/[id]?include=updater Will return the updater id, name and email
source	api/contacts/[id]?include=source Will return the id and name of the source
campaign	api/contacts/[id]?include=campaign Will return the id and name of the campaign
tasks	api/contacts/[id]?include=tasks Will return the task id, title, due_date, status and owner_id
appointments	api/contacts/[id]?include=appointments Will return the appointment id, title, time_zone, from_date, end_date and creater_id
notes	api/contacts/[id]?include=notes Will return the note id, description and creater_id
deals	api/contacts/[id]?include=deals Will return the connected deal details
sales_accounts	api/contacts/[id]?include=sales_accounts Will return the connected accounts detials - id, name, avatar and website details.
territory	"api/contacts/[id]?include=territory Will return the id and name of the territory"
sales_account	api/contacts/[id]?include=sales_account Will return the connected primary account id, name, avatar and website details. Usage of this key is deprecated. Please use sales_accounts key to fetch all accounts associated to a contact.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/contacts/1?include=sales_accounts"

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Response

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44 {
	"contact": {
		"id": 1,
		"first_name": "James",
		"last_name": "Sampleton (sample)",
		"display_name": "James Sampleton (sample)",
		"avatar": null,
		"job_title": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"email": null,
		"time_zone": null,
		"work_number": null,
		"mobile_number": "1-926-555-9503",
		"address": null,
		"last_seen": null,
		"lead_score": -96,
		"last_contacted": null,
		"open_deals_amount": "0.0",
		"links": {
			"conversations": "/contacts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cnote%2Cuser\u0026page=1\u0026per_page=3",
			"activities": "/contacts/1/activities"
		},
		"custom_field": {
			"cf_is_active": true
		},
		"updated_at": "2016-06-01T03:14:52-07:00",
		"keyword": null,
		"medium": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null,
                "sales_accounts": [{
                        "avatar": null,
                        "id": 1,
                        "is_primary": true,
                        "name": "Sample Account",
                        "partial": true,
                        "website": null
                }]
	}
}

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List All Contacts

If you’d like to fetch a list of contacts, use this API.

get

/api/contacts/view/[view_id]

You can filter your contacts and also sort them to get a list of specific contacts

1. Filtering Contacts

If you’d like to view specific contacts, use views. To fetch contacts from a view, first fetch the view id using the filters API and then use view API to fetch.

get

/api/contacts/filters

Filters API

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/contacts/filters"

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Response

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83 {
	"filters": [{
		"id": 1,
		"name": "My Contacts",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": true,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
  }, {
		"id": 2,
		"name": "My Territory Contacts",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": true,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
  }, {
		"id": 3,
		"name": "New Contacts",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": true,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}, {
		"id": 4,
		"name": "All Contacts",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": true,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}, {
		"id": 5,
		"name": "Recently Modified",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": true,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}, {
		"id": 6,
		"name": "Never Contacted",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": true,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}, {
		"id": 7,
		"name": "Needs Followup",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": true,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}, {
		"id": 8,
		"name": "Active",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": false,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}, {
		"id": 9,
		"name": "Inactive",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": false,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}, {
		"id": 10,
		"name": "Slipping Away",
		"model_class_name": "Contact",
		"user_id": -1,
		"is_default": false,
		"is_public": true,
		"updated_at": "2016-02-11T02:36:05-08:00"
	}]
}

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View API:

To fetch all contacts (view_id => 3 from the filters API)

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/contacts/view/3"

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Response

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	"contacts": [{
		"partial": true,
		"id": 2000003516,
		"job_title": "CEO",
		"lead_score": 0,
		"email": "jamessampleton@gmail.com",
		"work_number": "(473)-160-8261",
		"mobile_number": "1-926-555-9503",
		"open_deals_amount": "0.0",
		"display_name": "James Sampleton (sample)",
		"avatar": "https://lh3.googleusercontent.com/-DbQggdfJ2_w/Vi4cRujEXKI/AAAAAAAAABs/-Byl2CFY3lI/w140-h140-p/Image3.png",
		"last_contacted_mode": "email_outgoing",
		"last_contacted": "2016-02-08T02:36:07-08:00",
		"first_name": "James",
		"last_name": "Sampleton (sample)",
		"city": "San Diego",
		"country": "USA",
		"created_at": "2016-02-11T02:36:06-08:00",
		"updated_at": "2016-02-10T02:36:07-08:00"
	}],
	"meta": {
		"total": 1
	}
}

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2. Sort Contacts

You can use the parameters sort and sort_type to sort contacts. The contact fields that you can use to sort are

lead_score
created_at
updated_at
open_deals_amount
last_contacted

You can sort the contacts in an ascending or descending order too by using the parameter sort_type and choosing between

asc
desc

Update a Contact

This API allows you to update the information of a contact.

put

/api/contacts/[id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"contact":{"mobile_number":"5-626-852-0503", "custom_field": {"cf_is_active": false} }}' -X PUT "https://domain.myfreshworks.com/crm/sales/api/contacts/1"

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Response

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	"contact": {
		"id": 1,
		"first_name": "James",
		"last_name": "Sampleton (sample)",
		"display_name": "James Sampleton (sample)",
		"avatar": null,
		"job_title": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"email": null,
		"time_zone": null,
		"work_number": null,
		"mobile_number": "5-626-852-0503",
		"address": null,
		"last_seen": null,
		"lead_score": -96,
		"last_contacted": null,
		"open_deals_amount": "0.0",
		"links": {
			"conversations": "/contacts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cnote%2Cuser\u0026page=1\u0026per_page=3",
			"activities": "/contacts/1/activities"
		},
		"custom_field": {
			"cf_is_active": false
		},
		"updated_at": "2016-06-01T03:27:56-07:00",
		"keyword": null,
		"medium": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null
	}
}

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Bulk assign Owner

If you’d like to assign an owner to a list of contacts, use this API.

post

/api/contacts/bulk_assign_owner

ATTRIBUTE	TYPE	DESCRIPTION
selected_ids[]	Array of numbers	An array of contact ids that you'd like to assign an owner to.
owner_id	number	id of the user.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"selected_ids":[1,2],"owner_id":1}' -X POST "https://domain.myfreshworks.com/crm/sales/api/contacts/bulk_assign_owner"

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Response

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7 {
	"contacts": [{
		"1": true
	}, {
		"2": true
	}]
}

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Clone a Contact

Using this API, you’d be able to clone contacts.

post

/api/contacts/[id]/clone

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{}' -X POST "https://domain.myfreshworks.com/crm/sales/api/contacts/1/clone"

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Response

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36 {
	"contact": {
		"id": 2,
		"first_name": "James",
		"last_name": "Sampleton (sample)",
		"display_name": "James Sampleton (sample)",
		"avatar": null,
		"job_title": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"email": null,
		"time_zone": null,
		"work_number": null,
		"mobile_number": "1-926-555-9503",
		"address": null,
		"last_seen": null,
		"lead_score": 0,
		"last_contacted": null,
		"open_deals_amount": "0.0",
		"links": {
			"conversations": "/contacts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cnote%2Cuser\u0026page=1\u0026per_page=3",
			"activities": "/contacts/1/activities"
		},
		"custom_field": {

		},
		"updated_at": "2016-06-01T02:54:41-07:00",
		"keyword": null,
		"medium": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null
	}
}

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Additional Examples

By Default, when a clone API is called with empty body all the properties of the existing contact will be copied to the new contact. If you would like to pass certain properties for the new contact, you can do it similar to the Create A Contact API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"contact":{"first_name":"James", "last_name":"Sampleton (sample)", "mobile_number":"1-926-555-9503"}}' -X POST 'https://domain.myfreshworks.com/crm/sales/api/contacts/1/clone'

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Delete a Contact

This API allows you to delete a contact.

delete

/api/contacts/[id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/contacts/1"

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Response

1 true

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Forget a Contact

This API will allow you to hard delete a contact and all the associated data. Learn more about forget option here.

delete

/api/contacts/[id]/forget

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/contacts/1/forget"

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Response

1 true

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Bulk Delete Contacts

If you’d like to delete contacts in bulk, use this API.

post

/api/contacts/bulk_destroy

ATTRIBUTE	TYPE	DESCRIPTION
selected_ids[]	Array of numbers	An array of contact ids that you'd like to delete.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"selected_ids":[1,2]}' -X POST "https://domain.myfreshworks.com/crm/sales/api/contacts/bulk_destroy"

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Response

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7 {
	"contacts": [{
		"1": true
	}, {
		"2": true
	}]
}

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List All Contact Fields

If you’d like to view all the contact fields, use this API.

get

/api/settings/contacts/fields

If you’d like to view the contact fields along with the groups that they belong to, use,

get

/api/settings/contacts/fields?include=field_group

Note:
The agent whose credentials (API key or username/password) are being used to make this API call should be authorised to view the contact fields.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/settings/contacts/fields"

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Response

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89 {
   "fields":[
      {
         "id":2000001198,
         "label":"First name",
         "name":"first_name",
         "type":"text",
         "default":true,
         "actionable":false,
         "position":1,
         "choices":[

         ],
         "base_model":"Contact",
         "required":false
      },
      {
         "id":2000001199,
         "label":"Last name",
         "name":"last_name",
         "type":"text",
         "default":true,
         "actionable":false,
         "position":2,
         "choices":[

         ],
         "base_model":"Contact",
         "required":true
      },
      {
         "id":2000001200,
         "label":"Job title",
         "name":"job_title",
         "type":"text",
         "default":true,
         "actionable":false,
         "position":3,
         "choices":[

         ],
         "base_model":"Contact",
         "required":false
      },
      {
         "id":2000001202,
         "label":"Email",
         "name":"email",
         "type":"text",
         "default":true,
         "actionable":false,
         "position":5,
         "choices":[

         ],
         "base_model":"Contact",
         "required":false
      },
      {
         "id":2000001203,
         "label":"Work",
         "name":"work_number",
         "type":"text",
         "default":true,
         "actionable":false,
         "position":6,
         "choices":[

         ],
         "base_model":"Contact",
         "required":false
      },
      {
         "id":2000001204,
         "label":"Mobile",
         "name":"mobile_number",
         "type":"text",
         "default":true,
         "actionable":false,
         "position":7,
         "choices":[

         ],
         "base_model":"Contact",
         "required":false
      },
      ...
    ]
}

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List all Activites

This API allows you to get the activities of a contact.

get

/api/contacts/[id]/activities

You can embed the include param to get the user details. Limit param can be used to limit the number of results.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/contacts/1/activities.json?include=user&limit=3"

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Response

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	"users": [{
		"id": 1,
		"display_name": "Sample Admin",
		"email": "admin@yourcompany.com"
	}],
	"activities": [{
		"composite_id": "4_STAGE_CHANGE",
		"action_data": {
			"stage_id": 6,
			"stage_name": "Won"
		},
		"action_type": "STAGE_CHANGE",
		"created_at": "2016-02-10T02:36:07-08:00",
		"user_activity": true,
		"targetable_type": "Deal",
		"targetable_id": 1,
		"actionable_type": null,
		"actionable_id": null,
		"targetable_name": "Gold plan (sample)",
		"user_id": 1
	}, {
		"composite_id": "5_APP_EVENTS",
		"action_data": {
			"name": "Added a user",
			"count": 1
		},
		"action_type": "APP_EVENTS",
		"created_at": "2016-02-10T02:36:07-08:00",
		"user_activity": false,
		"targetable_type": null,
		"targetable_id": null,
		"actionable_type": null,
		"actionable_id": null,
		"targetable_name": null,
		"user_id": null
	}, {
		"composite_id": "6_APPOINTMENT_CREATED",
		"action_data": {
			"description": "Meeting James to resolve any concerns and close the deal.",
			"end_date": "2016-02-13T18:00:00+00:00",
			"from_date": "2016-02-13T16:00:00+00:00",
			"time_zone": "Arizona",
			"title": "(Sample) Meeting - final discussion about the deal"
		},
		"action_type": "APPOINTMENT_CREATED",
		"created_at": "2016-02-09T02:36:07-08:00",
		"user_activity": true,
		"targetable_type": "Contact",
		"targetable_id": 1,
		"actionable_type": "Appointment",
		"actionable_id": 1,
		"targetable_name": null,
		"user_id": 1
	}]
}

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Accounts

Companies with whom you have an existing business relationship are saved as Accounts in Freshworks CRM. Usually one or more individuals (contacts) are associated to the account with whom you pursue sales opportunities

ATTRIBUTE	TYPE	DESCRIPTION
id	number	Unique ID of the account
name^*	string	Name of the account
address	string	Address of the account
city	string	City that the account belongs to
state	string	State that the account belongs to
zipcode	string	Zipcode of the region that the account belongs to
country	string	Country that the account belongs to
industry_type_id^Ω	number	ID of the industry that the account belongs to
business_type_id^Ω	number	ID of the business that the account belongs to
number_of_employees	number	Number of employees in the account
annual_revenue	decimal (18,0)	Annual revenue of the account
website	string	Website of the account
phone	string	Phone number of the account
owner_id^Ω	number	ID of the user to whom the account has been assigned
facebook	string	Facebook username of the account
twitter	string	Twitter username of the account
linkedin	string	LinkedIn account of the account
territory_id^Ω	number	ID of the territory that the account belongs to
created_at	datetime	Account creation timestamp
updated_at	datetime	Account updated timestamp
parent_sales_account_id	number	Parent account id of the account
^* Mandatory fields for creating account ^Ω To know all available options for this field, refer Configuration

Properties:

Number of Employees	Value
"1-10"	1
"11-50"	11
"51-200	51
"201-500"	201
"501-1000"	501
"1001-5000"	1001
"5001-10000"	5001
"10000+"	10001

Create an Account

This API allows you to create an account.

post

/api/sales_accounts

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"sales_account":{"name":"Widgetz.io (sample)"} }' -X POST "https://domain.myfreshworks.com/crm/sales/api/sales_accounts"

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Response

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	"sales_account": {
		"id": 1,
		"name": "Widgetz.io (sample)",
		"address": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"number_of_employees": null,
		"annual_revenue": null,
		"website": null,
		"phone": null,
		"open_deals_amount": "0.0",
		"last_contacted": null,
		"last_contacted_mode": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null,
		"links": {
			"conversations": "/sales_accounts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cuser%2Cnote\u0026per_page=3"
		},
		"custom_field": {
			"cf_domain_name": "sampledomain.yourcompany.com"
		},
		"updated_at": "2016-06-01T04:36:31-07:00",
		"open_deals_count": 0,
		"avatar": null
	}
}

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Create an account with custom fields

If you’d like to create an account along with custom fields, use this API.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"sales_account":{"name":"Widgetz.io (sample)", "custom_field":{"cf_domain_name":"sampledomain.yourcompany.com"} }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/sales_accounts"

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Create an account by associating it to a new parent account

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json"-d '{"sales_account":{"name":"Widgetz.io (sample)", “parent_sales_account”:{“name”:”Parent”} }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/sales_accounts"

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View an Account

This API allows you to view the details of an account.

get

/api/sales_accounts/[id]

Use 'include' to embed additional details in the response

Embed	Handle
owner	api/sales_accounts/[id]?include=owner Will return the owner id, name and email
creater	api/sales_accounts/[id]?include=creater Will return the creater id, name and email
updater	api/sales_accounts/[id]?include=updater Will return the updater id, name and email
territory	api/sales_accounts/[id]?include=territory Will return the id and name of the territory
business_type	api/sales_accounts/[id]?include=business_type Will return the id and name of the business_type
tasks	api/sales_accounts/[id]?include=tasks Will return the task id, title, due_date, status and owner_id
appointments	api/sales_accounts/[id]?include=appointments Will return the appointment id, title, time_zone, from_date, end_date and creater_id
contacts	api/sales_accounts/[id]?include=contacts Will return the connected contact details
deals	api/sales_accounts/[id]?include=deals Will return the connected deal details
industry_type	api/sales_accounts/[id]?include=industry_type Will return the id and name of the industry_type
child_sales_accounts	api/sales_accounts/[id]?include=child_sales_accounts Will return the child sales accounts details

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/1?include=owner"

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Response

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	"users": [{
		"id": 1,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com"
	}],
	"sales_account": {
		"id": 1,
		"name": "Widgetz.io",
		"address": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"number_of_employees": null,
		"annual_revenue": null,
		"website": null,
		"phone": null,
		"open_deals_amount": "0.0",
		"last_contacted": null,
		"last_contacted_mode": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null,
		"links": {
			"conversations": "/sales_accounts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cuser%2Cnote\u0026per_page=3"
		},
		"custom_field": {
			"cf_domain_name": "sampledomain.yourcompany.com"
		},
		"updated_at": "2016-06-01T04:42:54-07:00",
		"open_deals_count": 0,
		"avatar": null,
		"owner_id": 1
	}
}

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List All Accounts

If you’d like to fetch a list of accounts, use this API.

get

/api/sales_accounts/view/[view_id]

You can filter your accounts and also sort them to get a list of specific accounts

1. Filtering Accounts

If you’d like to view specific accounts, use views. To fetch accounts from a view, first fetch the view id using the filters API and then use view API to fetch.

get

/api/sales_accounts/filters

Filters API

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/filters"

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Response

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31 {
   "filters":[
      {
         "id":1,
         "name":"My Accounts",
         "model_class_name":"SalesAccount",
         "user_id":-1,
         "is_default":true,
         "is_public":true,
         "updated_at":"2016-03-07T01:46:44-08:00"
      },
      {
         "id":2,
         "name":"All Accounts",
         "model_class_name":"SalesAccount",
         "user_id":-1,
         "is_default":true,
         "is_public":true,
         "updated_at":"2016-03-07T01:46:44-08:00"
      },
      {
         "id":3,
         "name":"MY Territory Accounts",
         "model_class_name":"SalesAccount",
         "user_id":-1,
         "is_default":true,
         "is_public":true,
         "updated_at":"2016-03-07T01:46:44-08:00"
      }
   ]
}

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View API

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/view/2"

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Response

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	"sales_accounts": [{
		"id": 1,
		"name": "Widgetz.io (sample)",
		"last_contacted": "2016-02-09T02:36:07-08:00",
		"last_contacted_mode": "email_outgoing",
		"city": "New Haven",
		"state": "Connecticut",
		"country": "United States",
		"open_deals_amount": "0.0",
		"avatar": null,
		"created_at": "2016-02-11T02:36:06-08:00",
		"updated_at": "2016-02-11T02:36:06-08:00"
	}],
	"meta": {
		"total_pages": 1,
		"total": 1
	}
}

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2. Sort Accounts

You can use the parameters sort and sort_type to sort accounts. The account fields that you can use to sort are

open_deals_amount
created_at
updated_at
last_contacted

You can sort the accounts in an ascending or descending order too by using the parameter sort_type and choosing between

asc
desc

Update an Account

This API allows you to update the information of an account.

put

/api/sales_accounts/[id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"sales_account":{"custom_field": {"cf_domain_name": "samplewebsite.yourcompany.com"} }}' -X PUT "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/1"

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Response

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	"sales_account": {
		"id": 1,
		"name": "Widgetz.io",
		"address": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"number_of_employees": null,
		"annual_revenue": null,
		"website": null,
		"phone": null,
		"open_deals_amount": "0.0",
		"last_contacted": null,
		"last_contacted_mode": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null,
		"links": {
			"conversations": "/sales_accounts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cuser%2Cnote\u0026per_page=3"
		},
		"custom_field": {
			"cf_domain_name": "samplewebsite.yourcompany.com"
		},
		"updated_at": "2016-06-01T04:52:21-07:00",
		"open_deals_count": 0,
		"avatar": null
	}
}

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Clone an Account

Using this API, you’d be able to clone accounts.

post

/api/sales_accounts/[id]/clone

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{}' -X POST "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/1/clone"

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Response

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	"sales_account": {
		"id": 2,
		"name": "Widgetz.io (sample)",
		"address": null,
		"city": null,
		"state": null,
		"zipcode": null,
		"country": null,
		"number_of_employees": null,
		"annual_revenue": null,
		"website": null,
		"phone": null,
		"open_deals_amount": "0.0",
		"last_contacted": null,
		"last_contacted_mode": null,
		"facebook": null,
		"twitter": null,
		"linkedin": null,
		"links": {
			"conversations": "/sales_accounts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cuser%2Cnote\u0026per_page=3"
		},
		"custom_field": {
			"cf_domain_name": "sampledomain.yourcompany.com"
		},
		"updated_at": "2016-06-01T04:36:31-07:00",
		"open_deals_count": 0,
		"avatar": null
	}
}

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Additional Examples

By Default, when a clone API is called with empty body all the properties of the existing account will be copied to the new account. If you would like to pass certain properties for the new account, you can do it similar to the Create An Account API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"sales_account":{"name":"Widgetz.io (sample)"} }' -X POST 'https://domain.myfreshworks.com/crm/sales/api/sales_accounts/1/clone'

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Delete an Account

This API allows you to delete an account.

delete

/api/sales_accounts/[id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/1"

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Response

1 true

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Additional Examples

If you’d like to delete an account along with the associated contacts and open deals, use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/1?delete_associated_contacts_deals=true"

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Forget an Account

This API will allow you to hard delete an account and all the associated data. Learn more about forget option here.

delete

/api/sales_accounts/[id]/forget

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/1/forget"

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Response

1 true

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Bulk Delete Accounts

If you’d like to delete accounts in bulk, use this API.

post

/api/sales_accounts/bulk_destroy

ATTRIBUTE	TYPE	DESCRIPTION
selected_ids[]	Array of numbers	An array of account ids that you'd like to delete.
delete_associated_contacts_deals	boolean	Option to delete associated contacts and open deals. Default value is false

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"selected_ids":[1,2]}' -X POST "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/bulk_destroy"

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Response

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7 {
	"sales_accounts": [{
		"1": true
	}, {
		"2": true
	}]
}

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Additional Examples

If you’d like to delete an account along with the associated contacts and open deals, use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"selected_ids":[1,2],"delete_associated_contacts_deals":true}' -X POST "https://domain.myfreshworks.com/crm/sales/api/sales_accounts/bulk_destroy"

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List All Account Fields

If you’d like to view all the account fields, use this API.

get

/api/settings/sales_accounts/fields

If you'd like to view account fields along with the groups that they belong to, use,

get

/api/settings/sales_accounts/fields?include=field_group

Note:
The agent whose credentials (API key or username/password) are being used to make this API call should be authorised to view the account fields.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/settings/sales_accounts/fields"

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Response

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83 {
	"fields": [{
		"id": 2000000743,
		"label": "Name",
		"name": "name",
		"type": "text",
		"default": true,
		"actionable": false,
		"position": 1,
		"choices": [

		],
		"base_model": "SalesAccount",
		"required": true
	}, {
		"id": 2000000744,
		"label": "Address",
		"name": "address",
		"type": "text",
		"default": true,
		"actionable": false,
		"position": 2,
		"choices": [

		],
		"base_model": "SalesAccount",
		"required": false
	}, {
		"id": 2000000745,
		"label": "City",
		"name": "city",
		"type": "text",
		"default": true,
		"actionable": false,
		"position": 3,
		"choices": [

		],
		"base_model": "SalesAccount",
		"required": false
	}, {
		"id": 2000000746,
		"label": "State",
		"name": "state",
		"type": "text",
		"default": true,
		"actionable": false,
		"position": 4,
		"choices": [

		],
		"base_model": "SalesAccount",
		"required": false
	}, {
		"id": 2000000747,
		"label": "Zipcode",
		"name": "zipcode",
		"type": "text",
		"default": true,
		"actionable": false,
		"position": 5,
		"choices": [

		],
		"base_model": "SalesAccount",
		"required": false
	}, {
		"id": 2000000748,
		"label": "Country",
		"name": "country",
		"type": "text",
		"default": true,
		"actionable": false,
		"position": 6,
		"choices": [

		],
		"base_model": "SalesAccount",
		"required": false
	},
	...
	]
}

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Deals

Deals are the expected sales opportunities from an account.

ATTRIBUTE	TYPE	DESCRIPTION
id	number	Unique ID of the deal
name^*	string	Name of the deal
amount^*	decimal (15,2)	Value of the deal
currency_id^Ω	number	ID of the currency that the deal belongs to
base_currency_amount	decimal (19,4)	Value of the deal in base currency
sales_account_id^†	number	ID of the account that the deal belongs to
deal_stage_id^Ω	number	ID of the deal stage that the deal belongs to
deal_reason_id^Ω	number	ID of the deal reason - Reason for losing the deal Can be set only if the deal is in "Lost" stage.
deal_type_id^Ω	number	ID of the deal type that the deal belongs to
owner_id^Ω	number	ID of the user to whom the deal has been assigned
expected_close	date	The date when the deal is expected to close
closed_date	date	The date when the deal is closed
lead_source_id^Ω	number	ID of the source where deal came from
campaign_id^Ω	number	ID of the campaign that landed this deal
deal_product_id^Ω	number	ID of the product that the deal belongs to(in a multi product company)
deal_payment_status_id^Ω	number	ID of the mode of payment for the deal
probability	number (>=0 and <=100)	The probability of winning the deal
created_at	datetime	Deal creation timestamp
updated_at	datetime	Deal updated timestamp
territory_id^Ω	number	ID of the territory that the deal belongs to
deal_pipeline_id^Ω	number	ID of the deal pipeline that it belongs to
^* Mandatory fields for creating deal. ^† This field is mandatory. Either you must send ID of an existing account or add a new account on the fly (Refer "Create a deal by associating to a new account" shown below). ^Ω To know all available options for this field, refer Configuration

Create a Deal

This API allows you to create a deal.

post

/api/deals

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"deal":{"name":"Sample deal", "amount":23456, "sales_account_id":1}}' -X POST "https://domain.myfreshworks.com/crm/sales/api/deals"

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Response

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	"users": [{
		"id": 1,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com"
	}],
	"deal": {
		"id": 1,
		"name": "Sample deal",
		"amount": "23456.0",
		"base_currency_amount": "23456.0",    
		"expected_close": null,
		"closed_date": null,
		"stage_updated_time": "2016-06-01T05:36:16-07:00",
		"custom_field": {

		},
		"probability": null,
		"updated_at": "2016-06-01T05:36:16-07:00",
		"created_at": "2016-06-01T05:36:16-07:00",
		"age": null,
		"creater_id": 1
	}
}

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Additional Examples

1. Create a deal with custom fields
If you’d like to create a deal along with custom fields, use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"deal":{"name":"Sample deal", "amount":23456, "sales_account_id":1, "custom_field":{"cf_number_of_agents":45} }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/deals"

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2. Create a deal by associating to a new account
If you’d like to create a deal and associate the deal with an account, use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"deal":{"name":"Sample deal", "amount":23456, "sales_account":{"name":"Sample Account"}, "custom_field":{"cf_number_of_agents":45} }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/deals"

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3. Create a deal by associating to a contact
If you’d like to create a deal and associate the deal with a contact, use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"deal":{"name":"Sample deal", "amount":23456, "sales_account":{"name":"Sample Account"}, "custom_field":{"cf_number_of_agents":45}, "contacts_added_list":[1,2] }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/deals"

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View a Deal

This API allows you to view the details of a deal.

get

/api/deals/[id]

Use 'include' to embed additional details in the response.

Embed	Handle
owner	api/deals/[id]?include=owner Will return the owner id, name and email
creater	api/deals/[id]?include=creater Will return the creater id, name and email
updater	api/deals/[id]?include=updater Will return the updater id, name and email
source	api/deals/[id]?include=source Will return the source id, name
contacts	api/deals/[id]?include=contacts Will return the connected contact details
sales_account	api/deals/[id]?include=sales_account Will return the connected account details
deal_stage	api/deals/[id]?include=deal_stage Will return the deal_stage id, name
deal_type	api/deals/[id]?include=deal_type Will return the deal_type id, name
deal_reason	api/deals/[id]?include=deal_reason Will return the deal_reason id, name
campaign	api/deals/[id]?include=campaign Will return the campaign id, name
deal_payment_status	api/deals/[id]?include=deal_payment_status Will return the deal_payment_status id, name
deal_product	api/deals/[id]?include=deal_product Will return the deal_product id, name
currency	api/deals/[id]?include=currency Will return the currency id, name
probability	number (>=0 and <=100)
created_at	datetime
updated_at	datetime
updated_at	datetime

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/deals/1?include=owner"

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Response

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	"users": [{
		"id": 1,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com"
	}],
	"deal": {
		"id": 1,
		"name": "Sample deal",
		"amount": "23456.0",
    "base_currency_amount": "23456.00",
		"expected_close": null,
		"closed_date": null,
		"stage_updated_time": "2016-06-01T05:45:27-07:00",
		"custom_field": {
			"cf_number_of_agents": 45
		},
		"probability": null,
		"updated_at": "2016-06-01T05:56:19-07:00",
		"created_at": "2016-06-01T05:45:27-07:00",
		"age": null,
		"owner_id": 1
	}
}

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List All Deals

If you’d like to fetch a list of deals, use this API.

get

/api/deals/view/[view_id]

You can filter your deals and also sort them to get a list of specific deals

1. Filtering deals

If you’d like to view specific deals, use views. To fetch deals from a view, first fetch the view id using the filters API and then use view API to fetch.

get

/api/deals/filters

Filters API:

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/deals/filters"

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Response

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69 {
	"filters": [{
			"id": 1,
			"name": "Open Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": true,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}, {
			"id": 2,
			"name": "My Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": true,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}, {
			"id": 3,
			"name": "My Territory Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": true,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}, {
			"id": 4,
			"name": "Recent Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": true,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}, {
			"id": 5,
			"name": "Lost Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": false,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}, {
			"id": 6,
			"name": "Won Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": false,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}, {
			"id": 7,
			"name": "Hot Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": false,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}, {
			"id": 8,
			"name": "Cold Deals",
			"model_class_name": "Deal",
			"user_id": -1,
			"is_default": false,
			"is_public": true,
			"updated_at": "2016-02-11T02:36:05-08:00"
		}

	]
}

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View API

To fetch all deals (view_id => 4 from the filters API)

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/deals/view/4"

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Response

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20 {
	"deals": [{
		"id": 1,
		"name": "Sample deal",
		"amount": "23456.0",
		"expected_close": null,
		"closed_date": null,
		"stage_updated_time": "2016-06-01T05:45:27-07:00",
		"custom_field": {
			"cf_number_of_agents": 56
		},
		"probability": 30,
		"updated_at": "2016-06-01T06:03:35-07:00",
		"created_at": "2016-06-01T05:45:27-07:00",
		"age": null
	}],
	"meta": {
		"total": 1
	}
}

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2. Sort Deals

You can use the parameters sort and sort_type to sort deals. The deal fields that you can use to sort are

amount
expected_close
created_at
updated_at
last_contacted

You can sort the deals in an ascending or descending order too using the parameter sort_type and choosing between

asc
desc

Update a Deal

This API allows you to update the information of a deal.

put

/api/deals/[id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"deal":{"probability":30, "custom_field": {"cf_number_of_agents": 56}, "contacts_removed_list":[2] }}' -X PUT "https://domain.myfreshworks.com/crm/sales/api/deals/1"

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Response

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	"users": [{
		"id": 2000000108,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com"
	}],
	"deal": {
		"id": 1,
		"name": "Sample deal",
		"amount": "23456.0",
		"base_currency_amount": "23456.0",
		"expected_close": null,
		"closed_date": null,
		"stage_updated_time": "2016-06-01T05:45:27-07:00",
		"custom_field": {
			"cf_number_of_agents": 56
		},
		"probability": 30,
		"updated_at": "2016-06-01T06:03:35-07:00",
		"created_at": "2016-06-01T05:45:27-07:00",
		"age": null,
		"updater_id": 2000000108
	}
}

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Clone a Deal

Using this API, you’d be able to clone deals.

post

/api/deals/[id]/clone

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{}' -X POST "https://domain.myfreshworks.com/crm/sales/api/deals/1/clone"

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Response

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	"users": [{
		"id": 1,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com"
	}],
	"deal": {
		"id": 2,
		"name": "Sample deal",
		"amount": "23456.0",
		"base_currency_amount": "23456.0",    
		"expected_close": null,
		"closed_date": null,
		"stage_updated_time": "2016-06-01T05:36:16-07:00",
		"custom_field": {

		},
		"probability": null,
		"updated_at": "2016-06-01T05:36:16-07:00",
		"created_at": "2016-06-01T05:36:16-07:00",
		"age": null,
		"creater_id": 1
	}
}

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Additional Examples

By Default, when a clone API is called with empty body all the properties of the existing deal will be copied to the new deal. If you would like to pass certain properties for the new deal, you can do it similar to the Create A Deal API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"deal":{"name":"Sample deal", "amount":23456, "sales_account_id":1}}' -X POST 'https://domain.myfreshworks.com/crm/sales/api/deals/1/clone'

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Delete a Deal

This API allows you to delete a deal.

delete

/api/deals/[id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/deals/1"

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Response

1 true

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Forget a Deal

This API will allow you to hard delete a deal and all the associated data. Learn more about forget option here.

delete

/api/deals/[id]/forget

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/deals/1/forget"

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Response

1 true

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Bulk Delete Deals

If you’d like to delete deals in bulk, use this API.

post

/api/deals/bulk_destroy

ATTRIBUTE	TYPE	DESCRIPTION
selected_ids[]	Array of numbers	This is an array of deal ids that you'd like to delete.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"selected_ids":[1,2]}' -X POST "https://domain.myfreshworks.com/crm/sales/api/deals/bulk_destroy"

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Response

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7 {
	"deals": [{
		"1": true
	}, {
		"2": true
	}]
}

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List All Deal Fields

If you’d like to view all the deal fields, use this API.

get

/api/settings/deals/fields

If you’d like to view the deal fields along with the groups that they belong to, use,

get

/api/settings/deals/fields?include=field_group

Note:
The agent whose credentials (API key or username/password) are being used to make this API call should be authorised to view the deal fields.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/settings/deals/fields"

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Response

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147 {
	"fields": [{
		"id": 2000000522,
		"label": "Name",
		"name": "name",
		"type": "text",
		"default": true,
		"actionable": false,
		"position": 1,
		"choices": [

		],
		"base_model": "Deal",
		"required": true
	}, {
		"id": 2000000523,
		"label": "Deal value",
		"name": "amount",
		"type": "number",
		"default": true,
		"actionable": false,
		"position": 2,
		"choices": [

		],
		"base_model": "Deal",
		"required": true
	}, {
		"id": 2000000524,
		"label": "Deal stage",
		"name": "deal_stage_id",
		"type": "dropdown",
		"default": true,
		"actionable": true,
		"position": 3,
		"choices": [{
			"id": 2000000249,
			"value": "New",
			"position": 1,
			"choice_type": 1
		}, {
			"id": 2000000250,
			"value": "Follow-up",
			"position": 2,
			"choice_type": 2
		}, {
			"id": 2000000251,
			"value": "Under review",
			"position": 3,
			"choice_type": 2
		}, {
			"id": 2000000252,
			"value": "Demo",
			"position": 4,
			"choice_type": 2
		}, {
			"id": 2000000253,
			"value": "Negotiation",
			"position": 5,
			"choice_type": 2
		}, {
			"id": 2000000254,
			"value": "Won",
			"position": 7,
			"choice_type": 4
		}, {
			"id": 2000000255,
			"value": "Lost",
			"position": 8,
			"choice_type": 4
		}],
		"base_model": "Deal",
		"required": false
	}, {
		"id": 2000000525,
		"label": "Lost reason",
		"name": "deal_reason_id",
		"type": "dropdown",
		"default": true,
		"actionable": true,
		"position": 4,
		"choices": [{
			"id": 2000000316,
			"value": "Opted our rival",
			"position": 1
		}, {
			"id": 2000000317,
			"value": "Price is too high",
			"position": 2
		}, {
			"id": 2000000318,
			"value": "Junk Contact",
			"position": 3
		}, {
			"id": 2000000319,
			"value": "Not interested",
			"position": 4
		}, {
			"id": 2000000320,
			"value": "No requirement",
			"position": 5
		}, {
			"id": 2000000321,
			"value": "Need only in future",
			"position": 6
		}, {
			"id": 2000000322,
			"value": "Product not satisfying",
			"position": 7
		}, {
			"id": 2000000323,
			"value": "No proper follow-up",
			"position": 8
		}, {
			"id": 2000000324,
			"value": "Appointment missed",
			"position": 9
		}],
		"base_model": "Deal",
		"required": false
	}, {
		"id": 2000000526,
		"label": "Type",
		"name": "deal_type_id",
		"type": "dropdown",
		"default": true,
		"actionable": true,
		"position": 5,
		"choices": [{
			"id": 2000000105,
			"value": "New Business",
			"position": 1
		}, {
			"id": 2000000106,
			"value": "Existing Business-Renewal",
			"position": 2
		}, {
			"id": 2000000107,
			"value": "Existing Business-Upgrade",
			"position": 3
		}],
		"base_model": "Deal",
		"required": false
	},
	...
	]
}

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Notes

Notes are great way to add details about a contact that could come in handy when you connect with them in future.

Attribute	Type	Description
description^*	Text	Description of the note
targetable_id^*	number	ID of contact/account against whom note has been created
targetable_type^*	string	String that denotes against which entity note has been created. Possible values are either "Contact" or "SalesAccount" or "Deal".
^* Mandatory fields for creating note.

Create a Note

This API allows you to create a note.

post

/api/notes

Create a note for a Contact

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"note":{"description":"Sample note for contact create", "targetable_type":"Contact", "targetable_id":1}}' -X POST "https://domain.myfreshworks.com/crm/sales/api/notes"

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Response

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	"note": {
		"id": 1,
		"description": "Sample note for contact create",
		"created_at": "2016-06-13T17:22:19+05:30",
		"updated_at": "2016-06-13T17:22:19+05:30"
	}
}

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Create a note for a Contact

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"note":{"description":"Sample note for contact create", "targetable_type":"Contact", "targetable_id":1}}' -X POST "https://domain.myfreshworks.com/crm/sales/api/notes"

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Response

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8 {
	"note": {
		"id": 2,
		"description": "Sample note for contact create",
		"created_at": "2016-06-13T17:23:19+05:30",
		"updated_at": "2016-06-13T17:23:19+05:30"
	}
}

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Create a Note for an Account

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"note":{"description":"Create Sample note for an account", "targetable_type":"SalesAccount", "targetable_id":1}}' -X POST https://domain.myfreshworks.com/crm/sales/api/notes

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Sample Response

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8 {
	"note": {
		"id": 3,
		"description": "Create Sample note for an account",
		"created_at": "2016-06-13T17:22:19+05:30",
		"updated_at": "2016-06-13T17:22:19+05:30"
	}
}

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Create a Note for a Deal

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"note":{"description":"Create Sample note for a deal", "targetable_type":"Deal", "targetable_id":1}}' -X POST https://domain.myfreshworks.com/crm/sales/api/notes

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Sample Response

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8 {
	"note": {
		"id": 3,
		"description": "Create Sample note for a deal",
		"created_at": "2016-06-13T17:22:19+05:30",
		"updated_at": "2016-06-13T17:22:19+05:30"
	}
}

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Update a note

This API allows you to update a note.

put

/api/notes/[id]

Update a note for a Contact

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"note":{"description":"Sample note for contact update", "targetable_type":"Contact", "targetable_id":1}}' -X PUT "https://domain.myfreshworks.com/crm/sales/api/notes/1"

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Response

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8 {
	"note": {
		"id": 1,
		"description": "Sample note for contact update",
		"created_at": "2016-06-13T17:22:19+05:30",
		"updated_at": "2016-06-13T17:24:19+05:30"
	}
}

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Update a note for a Contact

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"note":{"description":"Sample note for contact update", "targetable_type":"Contact", "targetable_id":1}}' -X PUT "https://domain.myfreshworks.com/crm/sales/api/notes/2"

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Response

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8 {
	"note": {
		"id": 2,
		"description": "Sample note for contact update",
		"created_at": "2016-06-13T17:23:19+05:30",
		"updated_at": "2016-06-13T17:25:19+05:30"
	}
}

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Update a note for an Account

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"note":{"description":"Update the Sample note for an account", "targetable_type":"SalesAccount", "targetable_id":1}}' -X PUT "https://domain.myfreshworks.com/crm/sales/api/notes/3"

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Sample Response

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8 {
	"note": {
		"id": 3,
		"description": "Update the Sample note for an account",
		"created_at": "2016-06-13T17:22:19+05:30",
		"updated_at": "2016-06-13T17:24:19+05:30"
	}
}

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Delete a note

This API allows you to delete a note.

delete

/api/notes/[id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE "https://domain.myfreshworks.com/crm/sales/api/notes/1"

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Response

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	"note": {
		"id": 1,
		"description": "Sample note for contact update",
		"created_at": "2016-06-13T17:22:19+05:30",
		"updated_at": "2016-06-13T17:24:19+05:30"
	}
}

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Tasks

Task are a great way to collaborate with your team and get things done.

ATTRIBUTE	TYPE	DESCRIPTION
id	number	Unique ID of the task
title^*	string	Title of the task
description	text	Description of the task
due_date^*	datetime	Timestamp that denotes when the task is due to be completed
targetable_id^*	number	ID of contact/account against whom task has been created
targetable_type^*	string	String that denotes against which entity task has been created. Possible values are either "Contact" or "SalesAccount" or "Deal"
owner_id^*	number	ID of the user to whom the task has been assigned
status	boolean	Status of the task. Refer the below properties table for possible values.
creater_id	number	ID of the user who created the task
created_at	datetime	Task creation timestamp
updated_at	datetime	Task updated timestamp
outcome_id^Ω	number	ID of outcome of Task sales activity type
task_type_id^Ω	number	ID of type of Task sales activity type
^* Mandatory fields for creating task. ^Ω To know all available options for this field, refer Configuration

Properties:

Status	Value
Open	0
Completed	1

Create a Task

This API allows you to create a task

post

/api/tasks

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{  "task":{  "title":"Sample Task", "description":"This is just a sample task.", "due_date":"Tue Jun 21 2016 11:00:00 GMT+0000","owner_id":"1", "targetable_id":"1","targetable_type":"Contact", "task_users_attributes":[ { "user_id":"1"} ] }}' -X POST "https://domain.myfreshworks.com/crm/sales/api/tasks"

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Response

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13 {
   "task":{
      "id":1,
      "status":0,
      "title":"Sample Task",
      "description":"This is just a sample task.",
      "created_at":"2016-06-17T03:56:22Z",
      "updated_at":"2016-06-17T03:56:22Z",
      "owner_id":1,
      "due_date":"2016-06-21T11:00:00Z",
      "creater_id":1
   }
}

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View a Task

This API allows you to view the details of a task.

get

/api/tasks/[id]

Use 'include' to embed additional details in the response

EMBED	HANDLE
users	/api/tasks/[id]?include=users Will return the Collaborator's id, avatar, type and display_name
targetable	/api/tasks/[id]?include=targetable Will return the contact's id, avatar and display_name Will return the account’s id, avatar and name

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/tasks/1?include=users,targetable"

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Response

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	"users": [{
		"id": 1,
		"display_name": "Sample User1",
		"avatar": null,
		"type": "FdMultitenant::User"
	}, {
		"id": 2,
		"display_name": "Sample User2",
		"avatar": null,
		"type": "FdMultitenant::User"
	}],
	"contacts": [{
		"id": 1,
		"avatar": null,
		"display_name": "Jane Sampleton (sample)"
	}],
	"task": {
		"id": 1,
		"status": 0,
		"title": "Sample Task",
		"description": "This is just a sample task.",
		"created_at": "2016-06-17T03:56:22Z",
		"updated_at": "2016-06-17T04:03:16Z",
		"owner_id": 1,
		"due_date": "2016-06-21T11:00:00Z",
		"creater_id": 1,
		"user_ids": [2],
		"targetable": {
			"type": "contact",
			"id": 1
		}
	}
}

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List All Tasks

Get filtered tasks

You can use this API to receive a list of filtered tasks i.e get your open, due today, due tomorrow, overdue and completed tasks.

get

/api/tasks?filter=[filter param]

The parameter filter is mandatory.
Only one filter is allowed at a time. Getting multiple filtered tasks is not possible. For example, you can’t get both open and overdue tasks in a single request.
Use 'include' to embed additional details in the response. Multiple values can be embedded in single request separated by a comma (include=users,targetable).

Embed	Handle
users	/api/tasks?filter=open&include=users Will return the Collaborator's id, avatar, type and display_name
targetable	/api/tasks?filter=open&include=targetable Will return the targetable’s id, avatar and display_name
owner	/api/tasks?filter=open&include=owner Will return the owner’s id, avatar, type and display_name

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/tasks?filter=open&include=owner

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Response

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42 {
	"users": [{
		"id": 1,
		"display_name": "Sales Agent",
		"avatar": null,
		"type": "FdMultitenant::User"
	}],
	"tasks": [{
		"id": 2,
		"status": 0,
		"title": "(Sample) Send the proposal document",
		"description": "Send the proposal document and follow up with this contact after it.",
		"created_at": "2016-07-14T14:00:52+05:30",
		"updated_at": "2016-07-18T14:00:52+05:30",
		"owner_id": 1,
		"due_date": "2016-07-19T08:00:00+05:30",
		"creater_id": 1
	}, {
		"id": 1,
		"status": 0,
		"title": "(Sample) Follow-up with Jane",
		"description": "Do a follow-up call with Jane.",
		"created_at": "2016-07-12T14:00:49+05:30",
		"updated_at": "2016-07-18T14:00:49+05:30",
		"owner_id": 1,
		"due_date": "2016-07-19T10:00:00+05:30",
		"creater_id": 1
	}, {
		"id": 3,
		"status": 0,
		"title": "(Sample) Send the pricing quote",
		"description": "Coordinate with Steve for the pricing quote and send it to James.",
		"created_at": "2016-07-14T14:00:52+05:30",
		"updated_at": "2016-07-18T14:00:52+05:30",
		"owner_id": 1,
		"due_date": "2016-07-20T09:00:00+05:30",
		"creater_id": 1
	}],
	"meta": {
		"total": 3
	}
}

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Update a Task

This API allows you to update a task.

put

/api/tasks/[:task_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{ "task":{ "title":"Updated Sample Task","description":"This is just an edited version of sample Task.","due_date":"Tue Jun 21 2016 11:00:00 GMT+0000","owner_id":"1","targetable_id":"1","targetable_type":"Contact","task_users_attributes":[{"user_id":"2"}] }}' -X PUT https://domain.myfreshworks.com/crm/sales/api/tasks/1

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Response

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	"users": [{
		"id": 1,
		"display_name": "Sample User1",
		"avatar": null,
		"type": "FdMultitenant::User"
	}, {
		"id": 2,
		"display_name": "Sample User2",
		"avatar": null,
		"type": "FdMultitenant::User"
	}],

	"task": {
		"id": 1,
		"status": 0,
		"title": "Updated Sample Task",
		"description": "This is just an edited version of sample Task.",
		"created_at": "2016-06-17T03:56:22Z",
		"updated_at": "2016-06-17T04:03:16Z",
		"owner_id": 1,
		"due_date": "2016-06-21T11:00:00Z",
		"creater_id": 1,
		"user_ids": [2]
	}
}

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Mark Task as Done

This API allows you to mark a task as done.

put

/api/tasks/[:task_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"task": {"status" :1}' -X PUT https://domain.myfreshworks.com/crm/sales/api/tasks/1

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Response

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25 {
	"users": [{
		"id": 1,
		"display_name": "Sample User1",
		"avatar": null,
		"type": "FdMultitenant::User"
	}, {
		"id": 2,
		"display_name": "Sample User2",
		"avatar": null,
		"type": "FdMultitenant::User"
	}],
	"task": {
		"id": 1,
		"status": 1,
		"title": "Updated Sample Task",
		"description": "This is just an edited version of sample Task.",
		"created_at": "2016-06-17T03:56:22Z",
		"updated_at": "2016-06-17T04:09:34Z",
		"owner_id": 1,
		"due_date": "2016-06-21T11:00:00Z",
		"creater_id": 1,
		"user_ids": [2]
	}
}

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Delete Task

This API allows you to delete a task.

delete

/api/tasks/[:task_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE https://domain.myfreshworks.com/crm/sales/api/tasks/1

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Response

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13 {
	"task": {
		"id": 1,
		"status": 0,
		"title": "Updated Sample Task",
		"description": "This is just an edited version of sample Task.",
		"created_at": "2016-06-17T03:56:22Z",
		"updated_at": "2016-06-17T04:03:16Z",
		"owner_id": 1,
		"due_date": "2016-06-21T11:00:00Z",
		"creater_id": 1
	}
}

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Appointments

Appointments are great way to meet with your prospects as attendees of appointments get notified about the time, venue and purpose of the meeting automaticaly

Attribute	Type	Description
id	number	Unique ID of the appointment
from_date^*	datetime/ date	Timestamp that denotes the start of appointment/ Start date if this is an all day appointment
end_date^*	datetime/ date	Timestamp that denotes the end of appointment/ End date if this is an all day appointment
time_zone	text	Timezone that the appointment is scheduled in
title^*	text	Title of the appointment
description	text	Description of the appointment
creater_id	number	ID of the user who created the appointment
targetable_id	number	ID of contact/account against whom appointment has been created.
targetable_type	text	String that denotes against which entity appointment has been created. Possible values are either "Contact" or "SalesAccount" or "Deal".
location	text	Location of the appointment.
created_at	datetime	Appointment creation timestamp
updated_at	datetime	Appointment updated timestamp
is_allday	boolean	Specifies if appoinment is an all day appointment or not, default value is false. It is a mandatory attribute for all day appointment.
appointment_attendees_attributes	Array of Objects	All attendees associated to the appointment.
outcome_id^Ω	number	ID of outcome of Appointment sales activity type
latitude	text	Latitude of the location when you check in for an appointment
longitude	text	Longitude of the location when you check in for an appointment
checkedin_at	datetime	Timestamp denoting the date and time of your check-in for an appointment
^* Mandatory fields for creating appointment. ^Ω To know all available options for this field, refer Configuration

Create a Appointment

This API allows you to create an appointment.

POST

/api/appointments

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"appointment":{"title":"Sample Appointment","description":"This is just a sample Appointment.","from_date":"Mon Jun 20 2016 10:30:00 GMT+0530 (IST)","end_date":"Mon Jun 20 2016 11:30:00 GMT+0530 (IST)","time_zone":"Chennai","location":"Chennai, TN, India","targetable_id":"115765","targetable_type":"Contact", "appointment_attendees_attributes":[{  "attendee_type":"FdMultitenant::User","attendee_id":"223"},{"attendee_type":"FdMultitenant::User","attendee_id":"222"},{"attendee_type":"Contact","attendee_id":"115773"}] }}' -X POST https://domain.myfreshworks.com/crm/sales/api/appointments

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Response

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54 {
	"appointment_attendees": [{
		"id": 94648,
		"attendee": {
			"type": "user",
			"id": 223
		}
	}, {
		"id": 94649,
		"attendee": {
			"type": "user",
			"id": 222
		}
	}, {
		"id": 94650,
		"attendee": {
			"type": "contact",
			"id": 115773
		}
	}],
	"users": [{
		"id": 223,
		"display_name": "Sample User1",
		"avatar": null,
		"type": "FdMultitenant::User"
	}, {
		"id": 222,
		"display_name": "Sample User2",
		"avatar": null,
		"type": "FdMultitenant::User"
	}],
	"contacts": [{
		"id": 115773,
		"display_name": "Jane Sampleton (sample)",
		"avatar": null,
		"type": "Contact"
	}],
	"appointment": {
		"id": 1,
		"time_zone": "Chennai",
		"title": "Sample Appointment",
		"description": "This is just a sample Appointment.",
		"location": "Chennai, TN, India",
		"from_date": "2016-06-20T05:00:00Z",
		"end_date": "2016-06-20T06:00:00Z",
		"latitude": "34.4208",
		"longitude": "119.6982",
		"appointment_attendee_ids": [
			94648,
			94649,
			94650
		]
	}
}

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View an Appointment

This API allows you to view an appointment.

get

/api/appointments/[:appointment_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/appointments/1

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Response

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64 {
	"appointment_attendees": [{
		"id": 94649,
		"attendee": {
			"type": "user",
			"id": 222
		}
	}, {
		"id": 94648,
		"attendee": {
			"type": "user",
			"id": 223
		}
	}, {
		"id": 94650,
		"attendee": {
			"type": "contact",
			"id": 115773
		}
	}],
	"users": [{
		"id": 222,
		"display_name": "Sample User2",
		"avatar": null,
		"type": "FdMultitenant::User"
	}, {
		"id": 223,
		"display_name": "Sample User1",
		"avatar": null,
		"type": "FdMultitenant::User"
	}],
	"contacts": [{
		"id": 115773,
		"display_name": "Jane Sampleton (sample)",
		"avatar": null,
		"type": "Contact"
	}, {
		"id": 115765,
		"avatar": null,
		"display_name": "Eric Sampleton"
	}],
	"appointment": {
		"id": 1,
		"time_zone": "Chennai",
		"title": "Sample Appointment",
		"description": "This is just a sample Appointment.",
		"location": "Chennai, TN, India",
		"from_date": "2016-06-20T05:00:00Z",
		"end_date": "2016-06-20T06:00:00Z",
		"latitude": "34.4208",
      		"longitude": "119.6982",
		"checkedin_at": "2019-01-22T23:27:56-08:00",
		"appointment_attendee_ids": [
			94649,
			94648,
			94650
		],
		"targetable": {
			"type": "contact",
			"id": 115765
		},
		"creater_id": 223
	}
}

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List All Appointments

Get filtered appointments

You can use this API to receive a list of filtered appointments i.e get your past and upcoming appointments.

get

/api/appointments?filter=[filter param]

The parameter filter is mandatory.
Only one filter is allowed at a time. Getting multiple filtered appointments is not possible. For example, you can’t get both past and upcoming appointments with a single request.
Use 'include' to embed additional details in the response. Multiple values can be embedded in a single request separated by a comma(include=creater,targetable).

Embed	Handle
creater	/api/appointments?filter=upcoming&include=creater Will return the Collaborators id, avatar, type and display_name
targetable	/api/appointments?filter=upcoming&include=targetable Will return the targetable’s id, avatar and display_name
appointment_attendees	/api/appointments?filter=upcoming&include=appointment_attendees

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/appointments?filter=upcoming&include=creater

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Response

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35 {
	"users": [{
		"id": 1,
		"display_name": "Sales Agent",
		"email": "sample@myfreshworks.com/crm/sales"
	}],
	"appointments": [{
		"id": 1,
		"time_zone": "Arizona",
		"title": "(Sample) Product Demo ",
		"description": "The Contact expressed interest to know more about the product. Giving her a demo.",
		"location": "Elite conference room",
		"from_date": "2016-07-20T10:00:00+05:30",
		"end_date": "2016-07-20T12:00:00+05:30",
		"creater_id": 1,
                "latitude":"34.4208",
                "longitude":"119.6982",
                "checkedin_at":"2019-01-22T23:27:56-08:00"
	}, {
		"id": 2,
		"time_zone": "Arizona",
		"title": "(Sample) Meeting - final discussion about the deal",
		"description": "Meeting James to resolve any concerns and close the deal.",
		"location": "Hilton Hotel, Bucks Road",
		"from_date": "2016-07-20T16:00:00+05:30",
		"end_date": "2016-07-20T18:00:00+05:30",
		"creater_id": 1,
                "latitude":null,
                "longitude":null,
                "checkedin_at":null
	}],
	"meta": {
		"total": 2
	}
}

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Update an Appointment

This API allows you to update an appointment.

PUT

/api/appointments/[:appointment_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{ "appointment":{"title":"Updated Appointment","description":"This is just an updated version of sample Appointment.","from_date":"Tue Jun 21 2016 08:00:00 GMT+0530 (IST)", "end_date":"Tue Jun 21 2016 08:30:00 GMT+0530 (IST)", "time_zone":"Hawaii","location":"Hawaii", "targetable_id":"115765","targetable_type":"Contact", "appointment_attendees_attributes":[{"attendee_type":"FdMultitenant::User", "attendee_id":"222" },{ "attendee_type":"FdMultitenant::User","attendee_id":"223"}] }}' -X PUT https://domain.myfreshworks.com/crm/sales/api/appointments/1

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Response

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63 {
   "appointment_attendees":[
      {
         "id":94649,
         "attendee":{
            "type":"user",
            "id":222
         }
      },
      {
         "id":94648,
         "attendee":{
            "type":"user",
            "id":223
         }
      },
      {
         "id":94650,
         "attendee":{
            "type":"contact",
            "id":115773
         }
      }
   ],
   "users":[
      {
         "id":222,
         "display_name":"Sample User2",
         "avatar":null,
         "type":"FdMultitenant::User"
      },
      {
         "id":223,
         "display_name":"Sample User1",
         "avatar":null,
         "type":"FdMultitenant::User"
      }
   ],
   "contacts":[
      {
         "id":115773,
         "display_name":"Jane Sampleton (sample)",
         "avatar":null,
         "type":"Contact"
      }
   ],
   "appointment":{
      "id":1,
      "time_zone":"Hawaii",
      "title":"Updated Appointment",
      "description":"This is just an updated version of sample Appointment.",
      "location":"Hawaii",
      "from_date":"2016-06-21T02:30:00Z",
      "end_date":"2016-06-21T03:00:00Z",
      "latitude": "34.4208",
      "longitude": "119.6982",
      "appointment_attendee_ids":[
         94649,
         94648,
         94650
      ]
   }
}

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Delete an Appointment

This API allows you to delete an appointment.

delete

/api/appointments/[:appointment_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE https://domain.myfreshworks.com/crm/sales/api/appointments/1

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Response

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  "success":"200"
}

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Sales Activities

Sales activities are a great way to track activities related to a contact/deal/account. This comes in handy to get to know an entity's lifecycle

Attribute	Type	Description
id	number	Unique ID of the sales activity
title^*	text	Title of the sales activity
sales_activity_type_id^*^Ω	number	ID of a sales activity type for which the sales activity has been created
sales_activity_outcome_id^Ω	number	ID of a sales activity's outcome
start_date^*	datetime	Timestamp that denotes the end of sales activity
end_date^*	datetime	Timestamp that denotes the end of sales activity
notes	text	Description about the sales activity
owner_id^*	number	ID of the user who owns the sales activity
targetable_id^*	number	ID of the contact/deal/account related to the sales activity created
targetable_type^*	text	String that denotes the entity for which the sales activity has been created. Possible values are either "Contact" or "SalesAccount" or "Deal"
creater_id	number	ID of the user who created the sales activity
created_at	datetime	Sales activity creation timestamp
updated_at	datetime	Sales activity updation timestamp
location	text	Location of the sales activity
latitude	text	Latitude of the location when you check in on a sales activity
longitude	text	Longitude of the location when you check in for a sales activity
checkedin_at	datetime	Timestamp denoting the date and time of your check-in for a sales activity
^* Mandatory fields for creating sales activity. ^Ω To know all available options for this field, refer Configuration

Create a Sales activity

This API allows you to create a sales activity.

POST

/api/sales_activities

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"sales_activity":{"title":"ticket","notes":"sample","targetable_id":"1","targetable_type":"Contact","start_date":"2017-12-04T17:00:00+05:30","end_date":"2017-12-04T17:30:00+05:30","owner_id":"1", "sales_activity_type_id":"2", "sales_activity_outcome_id":"1"}}' -X POST https://domain.myfreshworks.com/crm/sales/api/sales_activities

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Response

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   "sales_activity":{
      "id":1,
      "title":"testing",
      "start_date":"2017-12-04T17:00:00+05:30",
      "end_date":"2017-12-04T17:30:00+05:30",
      "sales_activity_type_id":2,
      "created_at":"2017-12-04T17:54:04+05:30",
      "updated_at":"2017-12-04T17:54:04+05:30",
      "notes":"sample",
      "owner_id":1,
      "sales_activity_outcome_id":1,
      "remote_id":null,
      "import_id":null,
      "creater_id":1,
      "updater_id":null,
      "conversation_time":"2017-12-04T17:00:00+05:30",
      "targetable_id":1,
      "targetable_type":"Contact",
      "latitude": "34.4208",
      "longitude": "119.6982",
      "location": "Santa Barbara"
   }
}

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View a Sales activity

This API allows you to view a sales activity

get

/api/sales_activities/[:sales_activity_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/sales_activities/1

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Response

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   "sales_activity":{
      "id":1,
      "title":"testing",
      "start_date":"2017-12-11T14:15:00+05:30",
      "end_date":"2017-12-11T14:45:00+05:30",
      "sales_activity_type_id":2,
      "created_at":"2017-12-11T15:04:11+05:30",
      "updated_at":"2017-12-11T15:04:11+05:30",
      "notes":null,
      "owner_id":2,
      "sales_activity_outcome_id":null,
      "remote_id":null,
      "import_id":null,
      "creater_id":2,
      "updater_id":null,
      "conversation_time":"2017-12-11T14:15:00+05:30",
      "targetable_id":3,
      "targetable_type":"Contact",
      "latitude": "34.4208",
      "longitude": "119.6982",
      "location": "Santa Barbara",
      "checkedin_at": "2017-12-11T15:04:11+05:30"
   }
}

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List All Sales activities

This API allows you to list all the sales activities

get

/api/sales_activities

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/sales_activities

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Response

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   "sales_activities":[
      {
         "id":1,
         "title":"testing",
         "start_date":"2017-12-11T14:15:00+05:30",
         "end_date":"2017-12-11T14:45:00+05:30",
         "sales_activity_type_id":2,
         "created_at":"2017-12-11T15:04:11+05:30",
         "updated_at":"2017-12-11T15:04:11+05:30",
         "notes":null,
         "owner_id":2,
         "sales_activity_outcome_id":null,
         "remote_id":null,
         "import_id":null,
         "creater_id":2,
         "updater_id":null,
         "conversation_time":"2017-12-11T14:15:00+05:30",
         "targetable_id":3,
         "targetable_type":"Contact",
         "latitude": "34.4208",
         "longitude": "119.6982",
         "location": "Santa Barbara",
         "checkedin_at": "2017-12-11T15:04:11+05:30"
      }
   ],
   "meta": {
      "total_pages":1,
      "total":1
   }
}

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Additional Examples

1. Get the first page of a list of sales activities.
If you’d like to get sales activities of first page, use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/sales_activities?page=1"

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2. Get 10 sales activities for one page.
If you’d like to list 10 sales activities for first page use this API.

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET "https://domain.myfreshworks.com/crm/sales/api/sales_activities?per_page=10&page=1"

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Update a Sales activity

This API allows you to update a sales activity

PUT

/api/sales_activities/[:sales_activity_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"sales_activity":{"title":"sample test","notes":"sample","targetable_id":"1","targetable_type":"Contact","owner_id":"2","sales_activity_type_id":"2", "sales_activity_outcome_id":"1"}}' -X PUT https://domain.myfreshworks.com/crm/sales/api/sales_activities/1

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Response

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   "sales_activity":{
      "id":1,
      "title":"sample test",
      "start_date":"2017-12-04T17:00:00+05:30",
      "end_date":"2017-12-04T17:30:00+05:30",
      "sales_activity_type_id":2,
      "created_at":"2017-12-04T17:54:04+05:30",
      "updated_at":"2017-12-04T17:54:04+05:30",
      "notes":sample,
      "owner_id":2,
      "sales_activity_outcome_id":1,
      "remote_id":null,
      "import_id":null,
      "creater_id":1,
      "updater_id":null,
      "conversation_time":"2017-12-04T17:00:00+05:30",
      "targetable_id":1,
      "targetable_type":"Contact",
      "latitude": "34.4208",
      "longitude": "119.6982",
      "location": "Santa Barbara"
   }
}

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Delete a Sales activity

This API allows you to delete a sales activity

delete

/api/sales_activities/[:sales_activity_id]

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X DELETE https://domain.myfreshworks.com/crm/sales/api/sales_activities/1

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Response

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  "success":"200"
}

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Search

Using this API you can search for records by entering search queries of your choice. The results would include names or email addresses of records that match the search query.

get

/api/search?q=[query param]&include=[entities]

The parameters used are include and q. They are mandatory to perform a search. If they aren’t provided you’d receive an empty array as a response.

Use include to query against related entities. You can include multiple entities at once. Each result’s response would contain a ‘type’ key specifying the type of entity for identification.

Embed	Handle
user	/api/search?q=[query param]&include=user Will return the user id, name and email Type will be user
contact	/api/search?q=[query param]&include=contact Will return the contact id, name, email and avatar(if exists) Type will be contact
sales_account	/api/search?q=[query param]&include=sales_account Will return the sales_account id, name and avatar(if exists) Type will be sales_account
deal	/api/search?q=[query param]&include=deal Will return the deal id and name Type will be deal

Number of search results

The number of results displayed is 10 by default. You can change this limit using the 'per_page' parameter. But you can’t have more than 100 results displayed.

Assume that you are searching for a key word called ‘sample’ in your contacts.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/search?q=sample&include=contact&per_page=25

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Response

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7 [{
	"id": "1",
	"type": "contact",
	"name": "James Sampleton (sample)",
	"email": "jamessampleton@gmail.com",
	"avatar": "https://lh3.googleusercontent.com/-DbQggdfJ2_w/Vi4cRujEXKI/AAAAAAAAABs/-Byl2CFY3lI/w140-h140-p/Image3.png"
}]

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Note:
If the search query or the include param value doesn’t match any entity, you’d receive an empty array as a response. (say you provide include=contacts instead of include=contact)

Filtered search

You can use filtered search to find records that are an exact match to the search query.

post

/api/filtered_search/contact

It can be used to find contacts or contacts with the same email address.

Number of search results

The number of results displayed is 10 by default. You can change this limit using the ‘per_page’ parameter. But you can’t have more than 100 results displayed.

Here’s an example of filtered search on contacts.

Sample code | Curl

Copied Copy

1 curl -H 'Authorization: Token token=sfg999666t673t7t82' -H 'Content-Type:application/json' -X POST https://domain.myfreshworks.com/crm/sales/api/filtered_search/contact -d '{ "filter_rule" : [{"attribute" : "contact_email.email", "operator":"is_in", "value":"janesampleton@gmail.com"}] }'

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Response

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28 {
	"contacts": [{
		"id": 1,
		"job_title": "Sales Manager",
		"lead_score": 99,
		"last_contacted_mode": "call_outgoing",
		"email": "janesampleton@gmail.com",
		"work_number": "(368) 493-2360",
		"mobile_number": "1-726-652-9503",
		"display_name": "Jane Sampleton (sample)",
		"avatar": "https://lh3.googleusercontent.com/-BomfmRA2WqA/Vi4cXSJzXPI/AAAAAAAAABg/LO4MyF96ZQ4/w140-h140-p/Image1.png",
		"company": {
			"id": 1,
			"name": "Widgetz.io (sample)"
		},
		"last_contacted": "2016-07-06T06:05:51-07:00",
		"stage_updated_time": "2016-02-10T02:36:06-08:00",
		"first_name": "Jane",
		"last_name": "Sampleton (sample)",
		"city": "Glendale",
		"country": "USA",
		"created_at": "2016-02-04T02:36:05-08:00",
		"updated_at": "2016-05-31T03:33:41-07:00"
	}],
	"meta": {
		"total": 1
	}
}

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Sample empty response

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6 {
	"contacts": [],
	"meta": {
		"total": 0
	}
}

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Here’s an example of filtered search on contacts,

post

/api/filtered_search/contact

Sample code | Curl

Copied Copy

1 curl -H 'Authorization: Token token=sfg999666t673t7t82' -H 'Content-Type:application/json' -X POST https://domain.myfreshworks.com/crm/sales/api/filtered_search/contact -d '{ "filter_rule" : [{"attribute" : "contact_email.email", "operator":"is_in", "value":"jamessampleton@gmail.com"}] }

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Sample Response

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25 {
	"contacts": [{
		"partial": true,
		"id": 1,
		"job_title": "CEO",
		"lead_score": 49,
		"email": "jamessampleton@gmail.com",
		"work_number": "(473)-160-8261",
		"mobile_number": "1-926-555-9503",
		"open_deals_amount": "0.0",
		"display_name": "James Sampleton (sample)",
		"avatar": "https://lh3.googleusercontent.com/-DbQggdfJ2_w/Vi4cRujEXKI/AAAAAAAAABs/-Byl2CFY3lI/w140-h140-p/Image3.png",
		"last_contacted_mode": "email_outgoing",
		"last_contacted": "2016-02-08T02:36:07-08:00",
		"first_name": "James",
		"last_name": "Sampleton (sample)",
		"city": "San Diego",
		"country": "USA",
		"created_at": "2016-02-11T02:36:06-08:00",
		"updated_at": "2016-02-10T02:36:07-08:00"
	}],
	"meta": {
		"total": 1
	}
}

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Lookup Search

This API is used to search for the name or email address of records.

get

/api/lookup?q=[query param]&f=email&entities=contact

The parameters entities, f and q are mandatory. (If they are not provided an empty array is given as a response).
The request can be searched only on one field.
This request only displays results that are an exact match to the search query. For eg: if a contact email is janesampleton@gmail.com and If the value is given as ‘janesample’ you will not get any results.

Use ‘entities’ to query against related entities. You can include multiple entities at once, provided the field is available in both entities or else you’d receive an error response.

Embed	Handle
contact	/api/lookup?q=[query param]&entities=contact
sales_account	/api/lookup?q=[query param]&entities=sales_account
deal	/api/lookup?q=[query param]&entities=deal

Use ‘f’ to provide the field against which the entities have to be searched.

Entity	Fields supported
contact	name, email and custom fields of type "Text field", "Number", "Dropdown", "Radio button"
sales_account	name and custom fields of type "Text field", "Number", "Dropdown", "Radio button"
deal	name and custom fields of type "Text field", "Number", "Dropdown", "Radio button"

So when f=email you can use multiple entities like,
/api/lookup?q=[query param]&f=email&entities=contact,contact

Using this query you can fetch all contacts and contacts with same email address.
In this query,
/api/lookup?q=[query param]&f=company_name&entities=contact,contact
you’d get an error response as company_name is not a contact field.

If you’d like to search the custom dropdown fields, you can do so by using their internal names. In the following example, cf_something is the internal name for a contact dropdown field.
/api/lookup?q=[query param]&f=cf_something&entities=contact

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -X GET https://domain.myfreshworks.com/crm/sales/api/lookup?q=janesampleton@gmail.com&f=email&entities=contact

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Response

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55 {
	"contacts": {
		"contacts": [{
			"id": 1,
			"job_title": "Sales Manager",
			"email": "janesampleton@gmail.com",
			"work_number": "(368) 493-2360",
			"mobile_number": "1-726-652-9503",
			"address": "604-5854 Beckford St.",
			"city": "Glendale",
			"state": "Arizona",
			"zipcode": "100652",
			"country": "USA",
			"time_zone": null,
			"display_name": "Jane Sampleton (sample)",
			"avatar": "https://lh3.googleusercontent.com/-BomfmRA2WqA/Vi4cXSJzXPI/AAAAAAAAABg/LO4MyF96ZQ4/w140-h140-p/Image1.png",
			"keyword": "B2B Success",
			"medium": "Blog",
			"last_seen": "2016-02-10T02:36:06-08:00",
			"last_contacted": "2016-07-06T06:05:51-07:00",
			"lead_score": 99,
			"stage_updated_time": "2016-02-10T02:36:06-08:00",
			"first_name": "Jane",
			"last_name": "Sampleton (sample)",
			"company": {
				"id": 1,
				"name": "Widgetz.io (sample)",
				"address": "160-6802 Aliquet Rd.",
				"city": "New Haven",
				"state": "Connecticut",
				"zipcode": "68089",
				"country": "United States",
				"number_of_employees": null,
				"annual_revenue": null,
				"website": "widgetz.io",
				"phone": "503-615-3947",
				"industry_type_id": 2492,
				"business_type_id": 354
			},
			"deal": null,
			"links": {
				"conversations": "/contacts/1/conversations?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cnote%2Cuser\u0026per_page=3",
				"activities": "/contacts/1/activities"
			},
			"custom_field": {
				"cf_primary": true,
				"cf_tamper": null
			},
			"updated_at": "2016-05-31T03:33:41-07:00",
			"facebook": null,
			"twitter": "https://twitter.com/janesampleton",
			"linkedin": "http://linkedin.com/pub/jane-sampleton/109/39/b0"
		}]
	}
}

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Phone

Freshworks CRM has a robust built in phone that you can use to make and receive calls, log calls automatically and manually and add notes too. You can also create new contacts for anonymous phone numbers or associate the number with existing records.

ATTRIBUTE	TYPE	DESCRIPTION
id	number
call_direction	boolean
targetable_type	text
work_number	string
mobile_number	string
targetable_type	string
first_name	text
last_name	text
outcome_id^Ω	number	ID of outcome of Phone sales activity type
^Ω To know all available options for this field, refer Configuration

Phone Call Properties:

call_direction	Value
incoming	true
outgoing	false

Manual Call Log

Create a manual call log for an existing contact

You can use this API to create a manual call log and associate it with an existing contact.

post

/api/phone_calls

The parameter call_direction is mandatory.
You can also add a note to the contact or choose to skip it by removing the parameter note from the POST data.
If you’re adding the parameter note in the POST data, then the description field is mandatory.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d '{"phone_call": { "call_direction": true, "targetable_type": "contact", "targetable": { "id": "1", "first_name": "Jane", "last_name": "Sampleton (sample)", "work_number ":"5304915427", "mobile_number ":"11919457004 " },  "note ": { "description": "Sample note"} }}' -X POST https://domain.myfreshworks.com/crm/sales/api/phone_calls

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Response

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45 {
	"contacts": [{
		"partial": true,
		"id": 1
	}],
	"phone_numbers": [],
	"phone_callers": [],
	"notes": [{
		"id": 4,
		"description": "Sample note",
		"created_at": "2016-09-12T08:23:43Z",
		"updated_at": "2016-09-12T08:23:43Z",
		"creater_id": 1,
		"targetable_id": 1
	}],
	"user": [{
		"id": 1,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com",
		"is_active": true
	}],
	"targetables": [{
		"id": 1,
		"display_name": "Jane Sampleton (sample)",
		"email": "janesampleton@gmail.com"
	}],
	"phone_calls": {
		"id": 1,
		"call_duration": null,
		"call_direction": true,
		"recording_duration": null,
		"status": "incoming",
		"recording": null,
		"conversation_time": "2016-09-12T08:23:43Z",
		"cost": 0,
		"is_manual": true,
		"targetable": {
			"type": "contact",
			"id": 1
		},
		"phone_number_id": null,
		"phone_caller_id": null,
		"note_id": 4
	}
}

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Create a manual call log for a new contact

You can use this API to create a new contact and a manual call log which is then associated with the newly created contact.

post

/api/phone_calls

The parameter call_direction is mandatory.
You can also add a note to the contact or choose to skip it by removing the parameter note from the POST data.
If you’re adding the parameter note in the POST data, then the description field is mandatory.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d ' {"phone_call":  {"call_direction": true, "targetable_type": "contact", "targetable": { "first_name": "Jane", "last_name": "Sampleton (sample)",  "work_number":"5304915427", "mobile_number":"11919457004", "company": { "name": "api" }}, "note": { "description": "Sample note"}}}' -X POST https://domain.myfreshworks.com/crm/sales/api/phone_calls

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Sample empty response

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53 {
  "contacts": [
    {
      "partial": true,
      "id": 1
    }
  ],
  "phone_numbers": [],
  "phone_callers": [],
  "notes": [
    {
      "id": 4,
      "description": "Sample note",
      "created_at": "2016-09-12T08:23:43Z",
      "updated_at": "2016-09-12T08:23:43Z",
      "creater_id": 1,
      "targetable_id": 1
    }
  ],
  "user": [
    {
      "id": 1,
      "display_name": "Sample User",
      "email": "sampleuser@yourcompany.com",
      "is_active": true
    }
  ],
  "targetables": [
    {
      "id": 1,
      "display_name": "Jane Sampleton (sample)",
      "email": "janesampleton@gmail.com"
    }
  ],
  "phone_calls": {
    "id": 1,
    "call_duration": null,
    "call_direction": true,
    "recording_duration": null,
    "status": "incoming",
    "recording": null,
    "conversation_time": "2016-09-12T08:23:43Z",
    "cost": 0,
    "is_manual": true,
    "targetable": {
      "type": "contact",
      "id": 1
    },
    "phone_number_id": null,
    "phone_caller_id": null,
    "note_id": 4
  }
}

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Create a manual call log for an existing contact

You can use this API to create a manual call log and associate it with an existing contact.

post

/api/phone_calls

The parameter call_direction is mandatory.
You can also add a note to the contact or choose to skip it by removing the parameter note from the POST data.
If you’re adding the parameter note in the POST data, then the description field is mandatory.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d ' {"phone_call": { "call_direction": true, "targetable_type": "contact", "targetable": { "id": "1", "first_name": "Jane", "last_name": "Sampleton (sample)", "work_number ":"5304915427", "mobile_number ":"11919457004 " },  "note ": { "description": "Sample note"} }}' -X POST https://domain.myfreshworks.com/crm/sales/api/phone_calls

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Sample Response

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45 {
	"contacts": [{
		"partial": true,
		"id": 1
	}],
	"phone_numbers": [],
	"phone_callers": [],
	"notes": [{
		"id": 4,
		"description": "Sample note ",
		"created_at": "2016-09-12T08:23:43Z",
		"updated_at": "2016-09-12T08:23:43Z",
		"creater_id": 1,
		"targetable_id": 1
	}],
	"user": [{
		"id": 1,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com",
		"is_active": true
	}],
	"targetables": [{
		"id": 1,
		"display_name": "Jane Sampleton (sample)",
		"email": "janesampleton@gmail.com"
	}],
	"phone_calls": {
		"id": 1,
		"call_duration": null,
		"call_direction": true,
		"recording_duration": null,
		"status": "incoming",
		"recording": null,
		"conversation_time": "2016-09-12T08:23:43Z",
		"cost": 0,
		"is_manual": true,
		"targetable": {
			"type": "contact",
			"id": 1
		},
		"phone_number_id": null,
		"phone_caller_id": null,
		"note_id": 4
	}
}

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Create a manual call log for a new contact

You can use this API to create a new contact and a manual call log which is then associated with the newly created contact.

post

/api/phone_calls

The parameter call_direction is mandatory.
You can also add a note to the contact or choose to skip it by removing the parameter note from the POST data.
If you’re adding the parameter note in the POST data, then the description field is mandatory.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d ' {"phone_call":  {"call_direction": true, "targetable_type": "contact", "targetable": { "first_name": "Jane", "last_name": "Sampleton (sample)",  "work_number":"5304915427", "mobile_number":"11919457004"}, "note": { "description": "Sample note "}}}' -X POST https://domain.myfreshworks.com/crm/sales/api/phone_calls

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Sample Response

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53 {
  "contacts": [
    {
      "partial": true,
      "id": 1
    }
  ],
  "phone_numbers": [],
  "phone_callers": [],
  "notes": [
    {
      "id": 4,
      "description": "Sample note",
      "created_at": "2016-09-12T08:23:43Z",
      "updated_at": "2016-09-12T08:23:43Z",
      "creater_id": 1,
      "targetable_id": 1
    }
  ],
  "user": [
    {
      "id": 1,
      "display_name": "Sample User",
      "email": "sampleuser@yourcompany.com",
      "is_active": true
    }
  ],
  "targetables": [
    {
      "id": 1,
      "display_name": "Jane Sampleton (sample)",
      "email": "janesampleton@gmail.com"
    }
  ],
  "phone_calls": {
    "id": 1,
    "call_duration": null,
    "call_direction": true,
    "recording_duration": null,
    "status": "incoming",
    "recording": null,
    "conversation_time": "2016-09-12T08:23:43Z",
    "cost": 0,
    "is_manual": true,
    "targetable": {
      "type": "contact",
      "id": 1
    },
    "phone_number_id": null,
    "phone_caller_id": null,
    "note_id": 4
  }
}

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Create a manual call log for an existing sales account

You can use this API to create a manual call log and associate it with an existing account.

post

/api/phone_calls

The parameter call_direction is mandatory.
You can also add a note to the contact or choose to skip it by removing the parameter note from the POST data.
If you’re adding the parameter note in the POST data, then the description field is mandatory.

Sample code | Curl

Copied Copy

1 curl -H "Authorization: Token token=sfg999666t673t7t82" -H "Content-Type: application/json" -d ' {"phone_call":  {"call_direction": true, "targetable_type": "salesAccount", "targetable": { "id": "82", "name": "test", "phone": "5304915427" }, "note": { "description": "Sample contact notes "}}}' -X POST https://domain.myfreshworks.com/crm/sales/api/phone_calls

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Sample Response

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45 {
	"sales_accounts": [{
		"partial": true,
		"id": 1
	}],
	"phone_numbers": [],
	"phone_callers": [],
	"notes": [{
		"id": 4,
		"description": "Sample note ",
		"created_at": "2016-09-12T08:23:43Z",
		"updated_at": "2016-09-12T08:23:43Z",
		"creater_id": 1,
		"targetable_id": 1
	}],
	"user": [{
		"id": 1,
		"display_name": "Sample User",
		"email": "sampleuser@yourcompany.com",
		"is_active": true
	}],
	"targetables": [{
		"id": 1,
		"display_name": "Jane Sampleton (sample)",
		"email": "janesampleton@gmail.com"
	}],
	"phone_calls": {
		"id": 1,
		"call_duration": null,
		"call_direction": true,
		"recording_duration": null,
		"status": "incoming",
		"recording": null,
		"conversation_time": "2016-09-12T08:23:43Z",
		"cost": 0,
		"is_manual": true,
		"targetable": {
			"type": "sales_account",
			"id": 1
		},
		"phone_number_id": null,
		"phone_caller_id": null,
		"note_id": 4
	}
}

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Files

Files can be attached to a contact, sales account or a deal in Freshworks CRM. Files are great way to keep track of and refer back to attachments related to a contact.

ATTRIBUTE	TYPE	DESCRIPTION
file^*	File	File to be uploaded
file_name	string	Name of the file to be uploaded, name of the file will be taken if this field is left blank
is_shared	boolean	File will be shared if this field is true
targetable_id^*	number	ID of contact/sales account/deal against whom the link is created
targetable_type^*	string	String that denotes against which entity file link is created. Possible values are "Contact"/"SalesAccount"/"Deal"
^* Mandatory fields for creating file.

Links

Links(url) of Files can be attached to a contact, sales account or a deal in Freshworks CRM. Files are great way to keep track of and refer back to attachments related to a contact.

ATTRIBUTE	TYPE	DESCRIPTION
url^*	string	Url of the file
name	string	Name of the file Link to be uploaded, the link will be replaced as the name if this field is left blank
is_shared	boolean	File Link will be shared if this field is true
targetable_id^*	number	ID of contact/sales account/deal against whom the link is created
targetable_type^*	string	String that denotes against which entity file link is created. Possible values are "Contact"/"SalesAccount"/"Deal"
^* Mandatory fields for creating file link.

Create a File

This API will help you upload and attach a file to a contact, sales account or a deal.
Note: Set Content-Type for the request as multipart/form-data in the request header

post

/api/documents

Sample code | Curl

Copied Copy

1 curl -X POST -H 'Authorization: Token token=sfg999666t673t7t82'  -H 'Content-Type: multipart/form-data' -H 'content-type: multipart/form-data; boundary=----WebKitFormBoundary7MA4YWxkTrZu0gW'   -F file=@/Users/user1/Downloads/download.jpeg   -F file_name=nameForFile   -F is_shared=true   -F targetable_id=1   -F targetable_type=Contact -X POST   "https://domain.myfreshworks.com/crm/sales/api/documents"

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Response

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5 {
  "id": 219,
  "msg": "File uploaded successfully",
  "url": "https://s3.amazonaws.com/cdn.freshsales-dev.com/1/documents/219/original/download.jpeg?AWSAccessKeyId=AKIAJ5VBQHE2V7NFOQ4A&Expires=1523858739&Signature=RQT7W98uXHRj0dOWDbImZ1oXl%2B0%3D"
  }

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Create a Link

This API will help you attach links of files to a contact, sales account or a deal.

post

/api/document_links

Sample code | Curl

Copied Copy

1 curl -X POST  -H 'Authorization: Token token=sfg999666t673t7t82' -H 'Content-Type: application/json' -d '{"url":"https://docs.google.com/document/d/abcd123", "is_shared":false, "targetable_id":1, "targetable_type":"Contact", "name":"contact 1 doc" }' -X POST "https://domain.myfreshworks.com/crm/sales/api/document_links"

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Response

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5 {
  "id": 52,
  "msg": "File link added successfully",
  "url": "https://docs.google.com/document/d/abcd123"
  }

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List all Files and Links

This API will help you upload and attach a file to a contact, sales account or a deal.

get

/api/contacts/[id]/document_associations

Sample code | Curl

Copied Copy

1 curl -X GET -H 'Authorization: Token token=sfg999666t673t7t82' "https://domain.myfreshworks.com/crm/sales/api/contacts/1/document_associations"

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Response

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38 {
  "users": [
  {
  "id": 9,
  "display_name": "username",
  "email": "username@domain.com",
  "is_active": true,
  "work_number": "9876543210",
  "mobile_number": null
  }
  ],
  "documents": [
  {
  "id": 11,
  "url": "https://s3.amazonaws.com/cdn.freshsales-dev.com/1/documents/114/original/uploadedFile.jpeg?AWSAccessKeyId=AKIAJ5VBQHE2V7NFOQ4A&Expires=1523860454&Signature=dh5W3dzjisy%2BqI94%2BZX92JrWgDo%3D",
  "name": "uploadedFile.jpeg",
  "is_shared": true,
  "content_file_size": 8393,
  "content_content_type": "image/jpeg",
  "content_updated_at": "2018-03-22T16:00:34+05:30",
  "content_file_size_readable": "8.2 KB",
  "created_at": "2018-03-22T16:00:34+05:30",
  "is_attached": false,
  "creater_id": 9
  }
  ],
  "document_links": [
  {
  "id": 5,
  "url": "https://docs.google.com/document/d/abcd123",
  "name": "fileLink",
  "is_shared": false,
  "created_at": "2018-03-22T17:49:27+05:30",
  "is_attached": false,
  "creater_id": 9
  }
  ]
  }

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