How to connect Tracenudges with Freshsales?

This guide will walk you through:

Capturing Lead & Sales Activities: Connect Freshsales with Tracenudges using a webhook to fetch real-time lead, contact, and deal updates.

Add Webhook Integration to Connect Freshsales

Step 1: Get the Webhook URL from Tracenudges

Go to Tracenudges > Integrations.

Search for Freshsales and click on the Integrate button inside the integration box.

Enter a Connection Name (e.g., "Freshsales Leads").

Click on the Create button.

Tracenudges will generate a Webhook URL. Click the Copy button.

Step 2: Configure Webhook in Freshsales

Click on Settings (often represented by a gear icon) in the left sidebar.

Under the Automation section, click on Workflows.

Create a new workflow:

Enter the Name of your workflow.

Select the module (e.g., Contact, Deal) you want to track.

Define the execution conditions (e.g., "When a record is created").

Under the section "What action(s) should be performed?", click on Add action.

Select Trigger Webhooks.

Configure the webhook settings:

Request Type: Select POST.

Callback URL: Paste the Webhook URL you copied from Tracenudges.

Encoding: Select JSON.

Content Type: Select Simple.

Data to Send: Check the boxes for the fields you want to capture (e.g., First Name, Last Name, Email, City, State, Country).

Click on the Save button to activate the workflow.

Historical Data:
Once the integration is live, Tracenudges will start receiving real-time data from Freshsales.

Done.

Please test by creating a new lead or contact in Freshsales and visiting the Tracenudges – Dashboard Data page. Here, you can see all the captured/received data with its source name.

Note:
Make sure you select this integration as the data source for your nudges (Go to Customize Nudges > Data-source and select this integration).

Important:
After making changes, check your nudges in a private/incognito browser window to avoid cache issues.

Need Help?
Explore our Troubleshooting Guide or contact our live chat support from your Tracenudges account. We’re here to assist you promptly.

How to connect with Freshsales

How to connect Tracenudges with Freshsales?#

Add Webhook Integration to Connect Freshsales#

Step 1: Get the Webhook URL from Tracenudges#

Step 2: Configure Webhook in Freshsales#

How to connect Tracenudges with Freshsales?

Add Webhook Integration to Connect Freshsales

Step 1: Get the Webhook URL from Tracenudges

Step 2: Configure Webhook in Freshsales