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Freshsales Make integrationAutomate Freshsales with Make.
Can Make keep your Freshsales pipeline moving while you sell? The Freshsales Make integration ships 56 modules: 8 triggers, 35 actions and 13 searches. This guide is for sales and ops people who know the CRM, and it walks you from the connection to a first working scenario.
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What can the Freshsales Make integration automate?
The Freshsales Make integration links your CRM account to Make so records move on their own: a new lead can spawn a task, a won deal can update an account, a call can be logged from another tool. You build it as a scenario, the automation you assemble in Make from modules, each one a single brick such as a trigger, an action or a search.
No lead left without a next step. Watch New Leads picks up every lead added to Freshsales, and Create a Task hands it to a rep with the lead's details mapped in. The follow-up exists before anyone has to remember it.
A clean handover from marketing to sales. When a lead qualifies in another tool, Search Leads finds the matching record, Convert a Lead turns it into a contact, and Create a Deal opens the opportunity in the same run.
Call history that writes itself. Calls made outside Freshsales can land in the CRM through Create a Manual Call Log, attached to the right contact or account, so the timeline stays complete for the next person who opens the record.
Make does not cover every corner of the Freshsales API with a ready module. For the rest, Make an API Call reuses your connection to reach any endpoint. If you are weighing tools, the n8n vs Make comparison lays out the criteria, the Make pricing page explains how operations are counted, and the Make review gives the full picture of the platform.
How do you connect Freshsales to Make?
- 01
Copy your API key from Freshsales
In Freshsales, click the Profile icon, open Settings, then the API SETTINGS tab. Complete the captcha when asked and copy the value shown in Your API key. You need an active Freshsales CRM account for this screen to exist.
- 02
Add a Freshsales module in Make
Open your scenario, click the +, search for Freshsales and pick any module. Click Create a connection. The Connection name field is optional; a name like Sales CRM helps when several accounts share one Make organization.
- 03
Paste the credentials and save
Enter the credentials you copied from Freshsales, or follow the on-screen instructions, then save. That connection, your Freshsales account linked to Make, is reused by every other Freshsales module you add later.
Your first scenario: a task for every new lead
GoalWhen a new lead lands in Freshsales, Make creates a follow-up task for the sales team.
- 01
Create the scenario
From the Scenarios page, create a new scenario. Make opens an empty editor with a single + in the middle: that is where your first module goes.
- 02
Add Watch New Leads
Click the +, search for Freshsales and choose Watch New Leads. Pick your connection, or click Create a connection if this is your first Freshsales module.
- 03
Add Create a Task
Click the + on the right of the trigger and pick Create a Task. Map the lead name into the task title so the rep knows at a glance who to call.
- 04
Test with Run once
Add a test lead in Freshsales, then click Run once. Open the bubble above each module to read the bundle it received, one lead in, one task out.
- 05
Schedule and switch on
Click the clock on the first module to set Scheduling. A new scenario checks every 15 minutes by default. Switch the scenario on and new leads get their task without you.
What starts a Freshsales scenario
8 modules start a scenario when something happens in Freshsales. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Freshsales as soon as it happens.
Watch New Accounts
Scheduled triggerIn Make“Checks if new account was created.”
Every company you add to Freshsales as an account becomes a starting point for your scenario, so onboarding steps can kick off without anyone copying the name elsewhere. Each new account arrives as one bundle, the item passed on to the next module.
Watch New Appointments
Scheduled triggerIn Make“Checks if new appointment was created.”
Meetings booked in Freshsales can feed the rest of your stack as soon as Make sees them. You get one bundle per new appointment, ready to send a reminder, prepare a brief or notify a manager.
Watch New Contacts
Scheduled triggerIn Make“Checks if new contact was created.”
This trigger hands every newly created contact to your scenario, which keeps a mailing tool, a spreadsheet or a support desk aligned with the CRM. Each one travels as a bundle to the next module.
Watch New Deals
Scheduled triggerIn Make“Checks if new deal was created.”
Opportunities opened in Freshsales reach Make one by one, with their details in the bundle, so finance or delivery hears about a deal from the moment it exists instead of at signature.
Watch New Events
Instant triggerIn Make“Triggers when a webhook event occurs in a Freshsales Workflow.”
Rather than waiting for Make to look, this trigger lets a Freshsales Workflow push an event to your scenario through a webhook. You decide in Freshsales which rule sends the event, and Make receives it right away.
Watch New Leads
Scheduled triggerIn Make“Checks if new lead was created.”
Fresh prospects entering Freshsales, from a form, an import or a rep, start your scenario one lead per bundle. It is the natural entry point for routing, enrichment and follow-up automations.
Watch New Sales Activities
Scheduled triggerIn Make“Checks if new sales activity was created.”
Sales activities logged in Freshsales can be mirrored into reporting or shared with other teams through this trigger, one activity per bundle.
Watch New Tasks
Scheduled triggerIn Make“Check if new task was created.”
Tasks created in Freshsales can follow the rep outside the CRM: into a to-do app, a calendar or a chat message. Make passes each new task to the next module with its details.
What Freshsales can do in Make
Freshsales gives you 48 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Convert a Lead
- Create a Contact
- Create a Deal
- Create a Lead
- Create a Manual Call Log
- Create an Account
- Create an Appointment
- Create a Note
- Create a Sales Activity
- Create a Task
- Delete a Contact
- Delete a Deal
- Delete a Lead
- Delete an Account
- Delete an Appointment
- Delete a Note
- Delete a Sales Activity
- Delete a Task
- Make an API Call
- Update a Contact
- Update a Deal
- Update a Lead
- Update an Account
- Update an Appointment
- Update a Note
- Update a Sales Activity
- Update a Task
- Upload a File
- View a Contact
- View a Deal
- View a Lead
- View an Account
- View an Appointment
- View a Sales Activity
- View a Task
- List All Accounts
- List All Appointments
- List All Contacts
- List All Deals
- List All Files and Links
- List All Leads
- List All Sales Activities
- List All Tasks
- Search Accounts
- Search Contacts
- Search Deals
- Search Leads
- Search Users
Convert a Lead
ActionIn Make“Converts a lead to a contact.”
Promotes a Freshsales lead to a contact in one step, so a qualified prospect moves to the customer side of the CRM without anyone retyping the record.
Create a Contact
ActionIn Make“Creates a new contact.”
Adds a person to Freshsales as a contact from data collected anywhere else, a signed form, a paid order, a support ticket, so the CRM holds the customer before sales even looks.
Create a Deal
ActionIn Make“Creates a new deal.”
Opens a new opportunity in Freshsales, with the values you map from the previous modules, so revenue in progress appears in the pipeline the moment a buying signal shows up.
Create a Lead
ActionIn Make“Creates a new lead.”
Drops a new prospect into Freshsales from a web form, an event list or an ad platform, which keeps every source of interest flowing into the same pipeline instead of scattered spreadsheets.
Create a Manual Call Log
ActionIn Make“Creates a manual call log for new or existing lead/contact or an existing account.”
Records a phone call in Freshsales for a new or existing lead or contact, or an existing account, so calls made through another phone tool still appear on the customer timeline.
Create an Account
ActionIn Make“Creates a new account.”
Creates the company record in Freshsales, the account that contacts and deals hang from, so a new customer organization is set up the same way every time.
Create an Appointment
ActionIn Make“Creates a new appointment.”
Puts a meeting into Freshsales from a booking made elsewhere, so the rep sees the appointment on the right record and the CRM calendar matches reality.
Create a Note
ActionIn Make“Creates a note for specific object.”
Attaches a written note to a specific Freshsales record, which is the easiest way to leave context from another tool where the rep will read it.
Create a Sales Activity
ActionIn Make“Creates new Freshsales activity.”
Logs a Freshsales sales activity from an event that happened outside the CRM, so managers count the work done wherever it took place.
Create a Task
ActionIn Make“Creates a new task.”
Gives a rep a concrete next step in Freshsales, with the context you map from the trigger, so follow-ups are created by the process and not by memory.
Delete a Contact
ActionIn Make“Deletes a specific contact.”
Removes a contact from Freshsales when another system says the person should no longer be there, which helps keep the database clean after unsubscribes or data requests.
Delete a Deal
ActionIn Make“Deletes a specific deal.”
Clears an opportunity out of Freshsales, useful when test deals or duplicates created by an import clutter the pipeline and skew forecasts.
Delete a Lead
ActionIn Make“Deletes a specific lead.”
Takes a lead out of Freshsales once it is clearly spam or no longer relevant, so reps work a list that deserves their time.
Delete an Account
ActionIn Make“Deletes a specific account.”
Removes a company record from Freshsales, which matters when a merged or closed organization would otherwise keep appearing in account lists and assignments.
Delete an Appointment
ActionIn Make“Deletes a specific appointment.”
Cancels a meeting on the Freshsales side when it was cancelled somewhere else, so the rep does not prepare for a call that will never happen.
Delete a Note
ActionIn Make“Deletes a specific note.”
Erases a note from a Freshsales record, handy when an automated note carried wrong or sensitive content and should not stay visible to the team.
Delete a Sales Activity
ActionIn Make“Deletes a specific Freshsales activity.”
Removes a logged sales activity from Freshsales, which keeps activity reports honest when entries were created twice or by mistake.
Delete a Task
ActionIn Make“Deletes a specific Task.”
Drops a task from Freshsales once it has lost its purpose, for instance when the deal it prepared was closed in the meantime.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Opens the whole Freshsales API to your scenario with the connection you already set up, so a need the listed modules miss is still within reach.
Update a Contact
ActionIn Make“Updates information of specific contact.”
Changes the details of an existing Freshsales contact from fresh data elsewhere, so a new phone number or job title reaches the CRM without a rep typing it.
Update a Deal
ActionIn Make“Updates information of a specific deal.”
Moves an opportunity forward in Freshsales from what happens outside it, a signed contract, a paid invoice, a rejected quote, so the pipeline mirrors the business.
Update a Lead
ActionIn Make“Updates information of a specific lead.”
Enriches or corrects a lead already in Freshsales, so the rep calling tomorrow sees the latest information, not last month's.
Update an Account
ActionIn Make“Updates information of specific account.”
Keeps a Freshsales company record in step with your other systems, so address, plan or owner changes do not live in one tool only.
Update an Appointment
ActionIn Make“Updates information of specific appointment.”
Moves or edits a meeting in Freshsales when the booking changes elsewhere, so the rep prepares for the meeting as it now stands.
Update a Note
ActionIn Make“Updates a specific note.”
Rewrites the text of an existing Freshsales note, which lets one note track a situation that evolves instead of stacking a new note at each change.
Update a Sales Activity
ActionIn Make“Updates information of a specific Freshsales activity.”
Corrects or completes a sales activity already logged in Freshsales, so outcomes and notes added after the fact still land on the same entry.
Update a Task
ActionIn Make“Updates a specific task.”
Changes an existing Freshsales task based on what happens outside the CRM, so reps are not chasing tasks that are already handled.
Upload a File
ActionIn Make“Uploads and attach a file to a lead, contact, sales account or a deal.”
Attaches a document to a lead, contact, sales account or deal in Freshsales, so contracts, quotes and briefs sit on the record the rep opens.
View a Contact
ActionIn Make“Views details of a specific contact.”
Fetches the full details of one Freshsales contact by its ID, so later modules can use fields the trigger or search did not carry.
View a Deal
ActionIn Make“Views details of a specific deal.”
Reads everything Freshsales holds on one opportunity, so your scenario has the full record in hand before it decides what to do next.
View a Lead
ActionIn Make“Views details of a specific lead.”
Pulls the complete profile of a single Freshsales lead, handy to check its details before routing the prospect to the right person.
View an Account
ActionIn Make“Views details of a specific account.”
Retrieves one Freshsales account with its details, so an invoice, a contract or a welcome pack uses the company data sales keeps up to date.
View an Appointment
ActionIn Make“Views details of a specific appointment.”
Reads the details of one Freshsales meeting, so a reminder or a prep message draws on the meeting as it is stored in the CRM.
View a Sales Activity
ActionIn Make“Views details of a specific Freshsales activity.”
Opens a single Freshsales sales activity and hands its details to the next module, which is useful when a report or message needs the full entry.
View a Task
ActionIn Make“Views details of a specific task.”
Looks up one Freshsales task by its ID, so your scenario can check whether it is still open before sending a reminder or escalating it.
List All Accounts
SearchIn Make“Lists all accounts on your Freshsales account.”
Returns every account in your Freshsales, one bundle per company, which is the starting point for exports, audits and bulk syncs.
List All Appointments
SearchIn Make“Lists all appointments on your Freshsales account.”
Brings back all appointments stored in Freshsales, one per bundle, so you can rebuild a meeting overview or sync it into another calendar tool.
List All Contacts
SearchIn Make“Lists all contacts on your Freshsales account.”
Outputs the complete contact base of your Freshsales account, one bundle per person, useful for a first sync or a cleanup pass.
List All Deals
SearchIn Make“Lists all deals on your Freshsales account.”
Delivers every Freshsales deal to your scenario, one bundle each, so forecasts and pipeline reports can be rebuilt in the tool finance actually reads.
List All Files and Links
SearchIn Make“Lists all files and links attached to a specific lead, contact, account or deal.”
Shows every file and link attached to one lead, contact, account or deal, so documents stored in Freshsales can be archived or shared elsewhere.
List All Leads
SearchIn Make“Lists all leads on your Freshsales account.”
You get every lead stored in your Freshsales account, handed to the next module one bundle at a time (a bundle is a single item passing between modules, here one lead).
List All Sales Activities
SearchIn Make“Lists all Freshsales activities on your account.”
This module pulls all the sales activities logged in Freshsales, each one travelling into another tool as its own bundle.
List All Tasks
SearchIn Make“Lists all tasks on your Freshsales account.”
Every task in your Freshsales account comes back here, which lets a scenario review the complete to-do list of the sales team.
Search Accounts
SearchIn Make“Searches through your Freshsales account for match.”
Here you find the matching company records (accounts) in Freshsales, so the scenario can reuse an existing account instead of guessing.
Search Contacts
SearchIn Make“Searches through your Freshsales account for match.”
With this search, a scenario checks whether a person already exists as a contact in Freshsales and gets back the matching records to work with.
Search Deals
SearchIn Make“Searches through your Freshsales account for match.”
Deals that match your criteria come back from this search, ready to be updated, reported on or linked to something happening elsewhere.
Search Leads
SearchIn Make“Searches through your Freshsales account for match.”
The module looks through your Freshsales leads and returns those that match, so a new signup can be compared with people you already know.
Search Users
SearchIn Make“Searches through your Freshsales account for match.”
Instead of prospects, this one finds the people on your own Freshsales team, the users, so a scenario can assign work to the right salesperson.
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