How to Connect Freshworks as Data Destination

The integration will allow you to automatically sent deals, contacts, note and tasks to Freshworks based on data from other systems. For example, you can transfer leads from your website, landing page, or Google Sheets to Freshworks and process them in one place. This will allow you to efficiently automate workflows as efficiently as possible with the various services you use and save a lot of time.

Let's walk through the entire Freshworks setup step together!

Navigation:
1. What will integration with Freshworks do?
2. How to connect your Freshworks account to ApiX-Drive?
3. How to set up data transfer in Freshworks in the selected action?
4. An example of the data that will be sent to your Freshworks.
5. Auto-update and update interval.

Once you've set up a Data Source system, such as Google Sheets, you can set up Freshworks as a Data Destination.

To do this, click "Start configuring Data Destination".

Select the system as Data Destination. In this case, you need to specify Freshworks.

Next, you need to specify an action, for example, "Create DEAL".

- Create DEAL - a new deal will be created in your Freshworks account. The system, based on the data from the Data Source, will create a new deal.
- Create CONTACT - a new contact will be created in your Freshworks account. The system, based on the data from the Data Source, will create a new contact.
- Add NOTE to deal - a deal note will be added in your Freshworks account. The system, based on the data from the Data Source, will add a note to the deal. The system will look for a deal that has a note added to it by the deal ID in your Freshworks account.                                                                                                           - Add NOTE to contact - a note to the contact will be added in your Freshworks account. The system, based on the data from the Data Source, will add a note to the deal. The system will look for a deal that has a note added to it by the contact ID in your Freshworks account.
- Update DEAL - an existing deal will be update in your Freshworks account. The system will find an existing deal based on the specified parameters and fields. If there is a match between the data from the Data Source and your Freshworks deal, then the deal will be updated. The system will look for a deal to edit based on the deal ID in your Freshworks account.
- Add TASK to a deal - a task to a deal will be added in your Freshworks account. The system, based on the data from the Data Source, will add a task for the deal. The system will look for a deal that will have a task added to it by the deal ID in your Freshworks account.

The next step is to select the Freshworks account from which will get the data.

If there are no accounts connected to the system, click "Connect account".

Next, you need to enter the values, where:

Domain - the domain name of your Freshworks, without the additional characters https://, /, etc.
Token - the api key to connect to your Freshworks personal account.

Copy and paste your Domain into the appropriate field in the ApiX-Drive account.

Then go to "Settings" of your Freshworks account. After that, go to the "API Settings" tab, copy your API key and paste it into the appropriate field in the ApiX-Drive account.

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this login!

Now you need to assign variables from the Data Source to the Freshworks fields you need.

In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.

Now you can see the test data.

To check the correctness of the settings - click "Send test data to Freshworks" and go to your Freshworks to check the result.

If something does not suit you - click "Edit" and go back one step.

If everything suits you, click "Next".

This completes the Data Destination setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

  To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.  

This completes the setup of Freshworks as a Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!