Freshsales

• Freshsales for Web
• Javascript Library

Javascript Library

The Freshsales Javascript library helps you identify the people on your website as leads (or contacts), tracks their activities in real time, gives you a history of their past activities along with the pages they have viewed.

Getting Started

1. Copy the snippet from Admin Settings > Integrations > Freshsales for Web > Javascript, which is prefilled with your "FRESHSALES_URL" and "FRESHSALES_APP_TOKEN".
2. Or, replace "FRESHSALES_URL" and "FRESHSALES_APP_TOKEN" in the below snippet with your Freshsales portal’s URL and Application token and copy it.
   Copied Copy

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     <script> function createFcn(nm){(window.freshsales)[nm]=function(){(window.freshsales).push([nm].concat(Array.prototype.slice.call(arguments,0)))}; } (function(url,appToken,formCapture){window.freshsales=window.freshsales||[];if(window.freshsales.length==0){list='init identify trackPageView trackEvent set'.split(' ');for(var i=0;i<list.length;i++){var nm=list[i];createFcn(nm);}var t=document.createElement('script');t.async=1;t.src='//d952cmcgwqsjf.cloudfront.net/assets/analytics.js';var ft=document.getElementsByTagName('script')[0];ft.parentNode.insertBefore(t,ft);freshsales.init("FRESHSALES_URL","FRESHSALES_APP_TOKEN",true);}})();</script>
                 

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3. Paste the library on the HTML header of your website.

This script will automatically track all the forms of your website and push the form submissions as leads to Freshsales. In order to test this, please do a dummy form submission on your website and check "All leads" section in Freshsales under "Leads" tab, you should be able to see your Lead there.

If certain data from your web form didn't get captured under lead properties, you can create custom fields in Freshsales with label same as that of the field on your website. This will solve the issue.

If the above script works, you can skip the Create Leads and Update Leads/Contacts sections below. You are good to go!

If the above script didn't work on your website i.e, didn't create lead from the form, this might be because of the way forms are loaded on your website. Loading forms in an iframe on your website using some third-party form providers can be one of the reasons for this. If that is the case, you can manually create leads in Freshsales by turning off the forms's auto tracking. In order to turn this off, you should replace true with false at the end of the above script. Now, you can have a look at Create Leads section to know more about creating Leads manually.

Create Leads

You can convert webform(signup, webinar registration form) submissions on your website to Leads in Freshsales. This can be done by following the below two steps:

1. Pick the lead generation forms on your website.
2. Call the identify method passing the user details, after the web form’s submission and validation. You can find more details about this method's payload in identify spec

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  freshsales.identify(userId, properties, successCallback, failureCallback);
            

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  var sample_user_properties = {
    'First name': 'John',
    'Last name': 'Doe',
    'Email': 'john.doe@example.com',
    'company':{
      'Name': 'Example.com',
      'Website': 'www.example.com'
    }
  };

  freshsales.identify('john.doe@example.com', sample_user_properties);
            

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  var sample_user_properties = {
    'First name': document.getElementById("first_name"),
    'Last name': document.getElementById("last_name"),
    'Email': document.getElementById("email"),
    'company':{
      'Name': document.getElementById("company_name"),
      'Website': document.getElementById("website")
    }
  };

  freshsales.identify(document.getElementById("email"), sample_user_properties);
            

Track Events

Track visitor activities on your website - like downloading a whitepaper, clicking on the social profiles’ follow buttons as events in Freshsales.

1. Pick the specific call to action buttons that you’d like to be notified about.
2. Call the trackEvent method on click of the button. You can find more details about this method's payload in trackEvent spec

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  freshsales.trackEvent(eventName, eventProperties, successCallback, failureCallback);
            

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  var sample_event_properties = {
    'title': 'Subscribed Newsletter',
    'email': 'john.doe@example.com'
  };

  freshsales.trackEvent('Subscribed Newsletter',  sample_event_properties);
            

Update Leads/Contacts

You can use the set method to update the existing leads based on their activity on your website.

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  freshsales.set(properties, successCallback, failureCallback);
            

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  var sample_properties = {
    'Address': '8691 MacGyver Mews', //Replace with address of user
    'City': 'New Jermaine', //Replace with city of user
    'Mobile': '13457879', //Replace with mobile number of user
    'Alternate Contact Number': '98765432' //Replace with a custom field
  };
  freshsales.set(sample_properties);         
            

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  var sample_user_properties = {
    'Address': document.getElementById("address"),
    'City': document.getElementById("city"),
    'Mobile': document.getElementById("mobile"),
    'Alternate Contact Number': document.getElementById("alt-cont-number")
  };

  freshsales.set(sample_user_properties);