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Source – Freshsales

(A ‘Source’ platform is one where data can be brought in from any platform into CustomerLabs CDP)

Freshsales is a cloud-based CRM solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click phone, sales lead tracking, sales management, event tracking and more.

The CustomerLabs CDP + Freshsales integration will enable marketers to bring their Accounts, Leads, Contacts, Deals and all related data from Freshsales into Customerlabs CDP. 

Marketing teams can use incoming Freshsales data to enrich existing user profiles, create targeted segments & sync them with other marketing tools to personalize engagement using CustomerLabs CDP. 

Learn more about the popular growth tactics that marketing teams can implement using Freshsales data in CustomerLabs CDP. 

Getting Started

Codelessly connect your Freshsales account with CustomerLabs CDP by following the steps below. 

  1. Login to CustomerLabs CDP and navigate to Sources
  1. Choose Freshsales from the list of apps
  1. You will be taken to the authentication screen
  1. You will have to install the CustomerLabs CDP app before entering your Freshsales domain 
  2. Login to Freshsales as an administrator in a different tab
  3. Go to Admin settings in Freshsales
  1. Go to integrations and click on Apps
  1. Go to integrations and click on Apps
  1. Do a quick search for CustomerLabs CDP & click on install
  2. You will be asked to enter the CustomerLabs CDP Account ID
  1. You can find the CustomerLabs CDP Account ID by clicking on your account name in CustomerLabs
  1. Copy & paste CustomerLabs CDP Account ID in Freshsales
  1. Click on Install to finish the app installation in Freshsales
  1. Now copy your Freshsales domain ID as shown below 
  1. Paste the Freshsales domain ID in CustomerLabs CDP and click Save
  1. Voila! You will now be able to receive customer data from Freshsales

Workflows in CustomerLabs CDP

Setting up a workflow in CustomerLabs CDP will allow you to receive notifications about changes that happen to your Freshsales data in real-time. 

For example, you can set up a workflow that will trigger a notification to be pushed to CustomerLabs CDP every time a contact/company/deal has been updated in your Freshsales account.

Creating workflows help in filtering incoming data to suit business needs and map them to existing customer data in CustomerLabs CDP, thus achieving a unified customer view without writing any code. 

CustomerLabs CDP aggregates multiple user & account identifiers such as Email, Google Analytics Client ID, Facebook ID, Account ID etc. over a period of time by integrating with other marketing tools. 

Incoming user data from Freshsales will be mapped to existing user & account identifiers using advanced identity resolution

Building workflows with incoming Freshsales event data

Note: A Contact in Freshsales is referred to as a User in CustomerLabs CDP. A Sales Account, Company in Freshsales is referred to as an Account in CustomerLabs CDP.

When supported product events occur, Freshsales sends data related to contact, lead, deal, sales account, appointment and task to CustomerLabs CDP as shown below. 

Contact: 

  • OnContactCreate – When a contact is created, the onContactCreate event is invoked and the registered callback method is executed.
  • OnContactUpdate – When a contact is updated, the onContactUpdate event is invoked and the registered callback method is executed.

Deal:

  • OnDealCreate – When a deal is created, the onDealCreate event is invoked and the registered callback method is executed.
  • OnDealUpdate – When a deal is updated, the onDealUpdate event is invoked and the registered callback method is executed.

Lead:

  • OnLeadCreate – When a new lead is created, the onLeadCreate event is invoked and the registered callback method is executed.
  • OnLeadUpdate – When a lead property is updated, the onLeadUpdate event is invoked and the registered callback method is executed.

Sales Account:

  • OnSalesAccountCreate – When a new sales account is created, the onSalesAccountCreate event is invoked and the registered callback method is executed.
  • OnSalesAccountUpdate – When a sales account is updated, the onSalesAccountUpdate event is invoked and the registered callback method is executed.

Appointment:

  • OnAppointmentCreate – When an appointment is created, the onAppointmentCreate event is invoked and the registered callback method is executed.
  • OnAppointmentUpdate – When an appointment is updated, the onAppointmentUpdate event is invoked and the registered callback method is executed.

Task:

  • OnTaskCreate – When a task is created, the onTaskCreate event is invoked and the registered callback method is executed.
  • OnTaskUpdate – When a task is updated, the onTaskUpdate event is invoked and the registered callback method is executed.

Workflow #1 – How to send data to CustomerLabs CDP when a new contact is created in Freshsales

You can follow the below workflow setup to bring customer data to CustomerLabs CDP when a new contact is created in Freshsales. 

  1. Give a name to your workflow and before proceeding, Create a test contact in Freshsales to get related data samples. Once you new contact is created, click on ‘Choose sample data’
  1. If you experience any delays, please wait for a few minutes before trying again
  1. Click on ‘view data’ to see verify the event name and other related information
  1. Choose the sample that falls under your requirements by clicking on ‘Select this sample’
  1. Post selecting your sample move to the next step by clicking on ‘Filter incoming data’
  2. The filter screen acts as a roadblock to stop other non-related event data coming in from Freshsales & skew existing information
  3. Click on ‘Create filter criteria’ to give your filter condition & hit next – this will allow only ‘onContactCreate’ event from Freshsales to enter this workflow in the future. Make sure to give the event name as it is shown in the sample data. 
  1. Here’s a detailed breakdown of the event configuration screen 
  2. Give a name to your incoming event. You can select a predefined event name as shown below or give a custom name based on your requirements. 
  1. User Identity mapping, since all contacts have email addresses by default in Freshales, we can select Identify_by_email. If other valuable unique contact identifying information is available in your CRM, you can select from the drop down and add them. 
  1. Post field selection, the value can be selected from the drop down
  1. Once the user mapping is done, you can categorically map other incoming information into the following buckets
  1. Below is the list of attributes that is sent to CustomerLabs CDP when a Contact is created. You can add them to relevant buckets with the help of the table below
Freshsales event Attribute Value CustomerLabs CDP Attribute
event onContactCreate  
contact_open_deals_amount 0  
contact_first_name Vishnu User Traits
contact_city null User Traits
contact_zipcode 600018 User Traits
contact_name Vishnu Vankayala User Traits
contact_subscription_status 1 User Traits
contact_first_assigned_at 2020-05-16T06:39:17Z User Traits
contact_avatar https://img.fullcontact.com/static/94836e63afa20af20565bf6dbe9bedac_7154d8f81216d22129e0495f6c88513df774badbc6ac488b888975fbd3eb4465 User Traits
contact_last_contacted_mode Email Incoming User Traits
contact_state null User Traits
contact_lead_source_id 2000053985 User External IDs
contact_job_title null User Traits
contact_linkedin https://www.linkedin.com/in/vishnuvvn User Traits
contact_creator_id 2000005731  
contact_won_deals_amount 0  
contact_owner_id 2000005731  
contact_contact_status_id 27798  
contact_lead_quality Hot User Traits
contact_is_deleted FALSE  
contact_last_assigned_at 2020-05-16T06:39:17Z User Traits
contact_country null User Traits
contact_medium null User Traits
contact_keyword b2b-demand-gen-guide User Traits
contact_department marketing User Traits
contact_id 2013829685 User External IDs
contact_territory_id null  
contact_email_status Active User Traits
contact_facebook null User Traits
contact_last_contacted 2020-05-20T04:26:59Z  
contact_last_name Vankayala User Traits
contact_last_contacted_via_sales_activity 2020-05-20T04:26:59Z  
contact_status Active User Traits
contact_mcr_id null  
contact_address null User Traits
contact_created_at 2020-05-16T05:59:10Z User Traits
contact_do_not_disturb FALSE  
contact_import_id null  
contact_twitter https://twitter.com/vishnuvvn User Traits
contact_recent_note null  
contact_has_authority FALSE  
contact_merged_to 0  
contact_email vishnu@customerlabs.co User Traits
contact_updated_at 2020-05-20T10:58:02Z  
contact_work_number null  
contact_last_contacted_via_chat null  
contact_first_contacted 2019-11-05T04:39:05Z  
contact_last_contacted_sales_activity_mode Email User Traits
contact_lead_score 159 User Traits
contact_campaign_id null User External IDs
contact_last_seen null  
contact_time_zone null User Traits
contact_updater_id 2000072881  
contact_mobile_number 9176468381 User Traits

Workflow #2 – How to send data to CustomerLabs CDP when a new account is created in Freshsales

The below steps explain how you can filter and map incoming account information from Freshsales to Customerlabs CDP

  1. Give a name to your workflow and before proceeding, Create a test account in Freshsales to get related data samples. Once a new account is created, click on ‘Choose sample data.
  1. If you experience any delays, please wait for a few minutes before trying again
  2. Choose the sample that falls under your requirements by clicking on ‘Select this sample’
  1. Proceed to the next step by clicking on ‘Filter incoming data’
  2. The filter screen stops other non-related event data coming in from Freshsales & skew existing information
  3. Click on ‘Create filter criteria’ to give your filter condition & hit next
  4. The filter criteria here is to run this workflow only when the event name contains ‘onSalesAccountCreate’ is found. Make sure to give the event name as it is shown in the sample data. 
  1. Since this event is triggered only when a new account is created, you can select the event name from the predefined list of event names – in this case, it is ‘create or update group’. Learn more about the event configuration here.
  1. Since one of the attributes for the event is the account name, the account identity mapping can be set to identify_by_company
  1. The value can be chosen as the company name from the drop down
  1. Once the account mapping is done, you can categorically map other incoming account related information into the following buckets
  1. Below is the list of attributes that is sent to CustomerLabs CDP when an Account is created. You can add them to relevant buckets with the help of the table below
Freshsales event Attribute Value CustomerLabs CDP Attribute
event onSalesAccountCreate,  
sales_account_id 2010147656, Account External IDs
sales_account_city null, Account Traits
sales_account_name Demo Account, Account Traits
sales_account_phone null, Account Traits
sales_account_state null, Account Traits
sales_account_avatar null, Account Traits
sales_account_mcr_id null, Account External IDs
sales_account_status Active, Account Traits
sales_account_address null, Account Traits
sales_account_country null, Account Traits
sales_account_twitter null, Account Traits
sales_account_website null, Account Traits
sales_account_zipcode null, Account Traits
sales_account_facebook null, Account Traits
sales_account_linkedin null, Account Traits
sales_account_owner_id 2000072881,  
sales_account_import_id null,  
sales_account_merged_to 0,  
sales_account_created_at 2020-05-20T15:46:03Z, Account Traits
sales_account_creator_id 2000072881,  
sales_account_is_deleted false,  
sales_account_updated_at 2020-05-20T15:46:03Z, Account Traits
sales_account_updater_id null,  
sales_account_recent_note null,  
sales_account_territory_id null,  
sales_account_annual_revenue null, Account Traits
sales_account_last_contacted null, Account Traits
sales_account_first_contacted null, Account Traits
sales_account_parent_owner_id null,  
sales_account_business_type_id null,  
sales_account_industry_type_id null,  
sales_account_last_assigned_at 2020-05-20T15:46:04Z, Account Traits
sales_account_won_deals_amount 0.0, Account Traits
sales_account_first_assigned_at 2020-05-20T15:46:04Z, Account Traits
sales_account_open_deals_amount 0.0,  
sales_account_last_contacted_mode null,  
sales_account_number_of_employees null,  
sales_account_parent_territory_id null,  
sales_account_last_contacted_via_chat null,  
sales_account_parent_sales_account_id null,  
sales_account_last_contacted_via_sales_activity null,  
sales_account_last_contacted_sales_activity_mode null  

Workflow #3 – How to send data to CustomerLabs CDP when a lead is created in Freshsales

The below steps explain how you can filter and map incoming lead information from Freshsales to Customerlabs CDP

  1. Give a name to your workflow and before proceeding, Create a test lead in Freshsales to get related data samples. Once a new lead is created, click on ‘Choose sample data.
  1. If you experience any delays, please wait for a few minutes before trying again
  2. Choose the sample that falls under your requirements by clicking on ‘Select this sample’
  3. Proceed to the next step by clicking on ‘Filter incoming data’
  4. The filter screen stops other non-related event data coming in from Freshsales & skew existing information
  5. Click on ‘Create filter criteria’ to give your filter condition & hit next
  6. The filter criteria here is to run this workflow only when the event name contains ‘onLeadCreate’ is found. Make sure to give the event name as it is shown in the sample data. 
  1. Since the predefined event name ‘create or update user’ is already set for incoming contacts, a new custom event name can be given for newly created leads. Learn more about the event configuration section here
  1. Since one of the attributes for the event is lead email, the user identity mapping can be set to identify_by_email. Upto 3 different user identifiers can be added here. 
  1. Since one of the attributes for the event is the account name, the account identity mapping can be set to identify_by_company
  1. Once the user & account mapping is done, you can categorically map other incoming account related information into the following buckets
  1. Below is the list of attributes that is sent to CustomerLabs CDP when an Account is created. You can add them to relevant buckets with the help of the table below
Freshsales event Attribute Value CustomerLabs CDP Attribute
event onLeadUpdate, Event properties
lead_id 2037680891, User traits
lead_city null, User traits
lead_name Vishnu Vankayala User traits
lead_email vishnu@customerlabs.co User traits
lead_state null, User traits
lead_avatar null, User traits
lead_medium null, User traits
lead_status Active, User traits
lead_address null, User traits
lead_country United Kingdom, User traits
lead_deal_id null,  
lead_keyword null,  
lead_twitter null, User traits
lead_zipcode null, User traits
lead_facebook null, User traits
lead_linkedin null, User traits
lead_owner_id 2000072881,  
lead_deal_name null,  
lead_import_id null,  
lead_job_title Marketer, User traits
lead_last_name Vakayala, User traits
lead_last_seen null,  
lead_merged_to 0,  
lead_time_zone null, User traits
lead_contact_id null,  
lead_created_at 2020-01-03T02:01:29Z, User traits
lead_creator_id 2000005731,  
lead_department null,  
lead_first_name Vishnu, User traits
lead_is_deleted false,  
lead_lead_score 16,  
lead_updated_at 2020-05-04T18:03:59Z,  
lead_updater_id -1,  
lead_campaign_id null,  
lead_deal_amount null,  
lead_recent_note null,  
lead_work_number null, Account traits
lead_company_city Nottingham, Account traits
lead_company_name www.customerlabs.co, Account traits
lead_converted_by null,  
lead_email_status Active,  
lead_is_converted false,  
lead_lead_quality Warm,  
lead_territory_id null,  
lead_company_phone null, Account traits
lead_company_state null, Account traits
lead_has_authority false,  
lead_lead_stage_id 2000025212,  
lead_mobile_number 01159476666, User traits
lead_converted_time null,  
lead_do_not_disturb false,  
lead_last_contacted 2020-05-20T18:05:44Z,  
lead_lead_reason_id null,  
lead_lead_source_id null,  
lead_company_address 26 Lower Parliament Street, Account traits
lead_company_country United Kingdom, Account traits
lead_company_website www.customerlabs.co, Account traits
lead_company_zipcode NG1 3DA, Account traits
lead_first_contacted 2020-05-04T18:05:23Z,  
lead_deal_currency_id null, Account traits
lead_last_assigned_at 2020-01-03T02:01:30Z,  
lead_sales_account_id null,  
lead_unqualified_from null,  
lead_first_assigned_at 2020-01-03T02:01:30Z,  
lead_stage_updated_time 2020-01-03T02:01:29Z,  
lead_deal_expected_close null,  
lead_last_contacted_mode Email Opened,  
lead_subscription_status null,  
lead_deal_deal_product_id null,  
lead_company_annual_revenue null,  
lead_last_contacted_via_chat null,  
lead_company_business_type_id null,  
lead_company_industry_type_id null,  
lead_deal_base_currency_amount null,  
lead_company_number_of_employees null,  
lead_last_contacted_via_sales_activity 2020-05-20T18:05:44Z,  
lead_last_contacted_sales_activity_mode Email  

Destination

 

Send incoming data to third-party apps to boost marketing effectiveness. Learn more about the destination tools we support.

 

 

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