Freshsales Integration
Connect Freshsales to PepoSmart to automatically sync meeting data, create contacts, log activities, and create follow-up tasks. This integration helps your sales team stay organized by keeping Freshsales updated with all your scheduling activity.
API Key Authentication
PepoSmart uses your Freshsales API key for secure authentication. Your API key is encrypted at rest using AES-256 encryption and never exposed.
Prerequisites
- A PepoSmart account (Team or Enterprise plan recommended)
- A Freshsales account with API access
- Your Freshsales API key (found in Settings → API Settings)
- Your Freshsales bundle alias (your-domain.freshsales.io)
Connecting Freshsales
Step 1: Get Your Freshsales API Key
- Log in to your Freshsales account
- Click your profile icon in the top right
- Go to Settings → API Settings
- Copy your API Key
- Note your bundle alias (e.g., yourcompany.freshsales.io)
Step 2: Connect in PepoSmart
- Log in to your PepoSmart account at app.peposmart.com
- Click Integrations in the left sidebar
- Find the Freshsales card in the CRM section
- Click Connect
- Enter your Freshsales bundle alias (e.g., yourcompany)
- Paste your Freshsales API key
- Click Save
Step 3: Verify Connection
- The Freshsales card should now show Connected
- Your Freshsales domain will be displayed
Success!
Once connected, PepoSmart will automatically sync your meeting data to Freshsales.
Data We Access
PepoSmart uses your API key to access only the data necessary for scheduling integration:
| Data Type | Access Level | Purpose |
|---|---|---|
| Contacts | Read & Create | Look up existing contacts by email, create new contacts for meeting attendees |
| Leads | Read & Create | Look up existing leads by email, create new leads for meeting attendees |
| Notes | Create | Log meeting summaries and notes on contact records |
| Tasks | Create | Create follow-up tasks from AI-extracted action items after meetings |
| Appointments | Create | Log scheduled meetings as appointments on contact records |
| Deals & Pipelines | Read & Write | Read deal stages and pipelines to display deal status; update deal stages with AI-powered suggestions (with your approval) |
What We Do NOT Access
- Products or Price Lists
- Email sync or mailbox data
- Sales Sequences
- Reports or Analytics
- Your Freshsales settings or configuration
How Booking Data Syncs
Automatic Sync
Data syncs automatically when meetings are booked and when AI meeting notes are processed. No manual action required.
When a Meeting is Booked
- Contact/Lead Lookup: PepoSmart searches for an existing Contact or Lead matching the attendee's email address
- Record Creation (if needed): If no match is found, a new Contact or Lead is created with:
- First Name and Last Name
- Email Address
- Phone Number (if provided during booking)
- Appointment Logging: A Freshsales Appointment is created and linked to the Contact with:
- Title: Meeting title from PepoSmart
- Start and End time
- Description: Meeting details and booking link
- Location: Video conferencing link
After Meeting Notes are Processed (AI Features)
If you have AI Meeting Notes enabled and the meeting was recorded, additional data syncs after processing:
- Meeting Summary: The AI-generated meeting summary is added as a Note
- Follow-up Tasks: Action items extracted by AI are created as Freshsales Tasks:
- Title: Action item description
- Due Date: Set based on urgency
- Status: Open
Deal Stage Sync (AI-Powered)
After meeting analysis, PepoSmart uses AI to suggest deal stage updates based on conversation content, sentiment, and buyer intent signals detected in the meeting transcript.
- Deal Lookup: PepoSmart reads the current deal stage and pipeline associated with the contact
- AI Analysis: Meeting transcripts are processed by AI (OpenAI) to detect buyer intent, sentiment, and next steps
- Stage Suggestion: An AI-generated deal stage suggestion is presented in PepoSmart
- User Approval Required: Deal stage updates are never applied automatically. You must review and explicitly approve any stage change before it is written to Freshsales
User Approval Required
AI deal stage suggestions are recommendations only. No changes are written to your Freshsales deals without your explicit confirmation. You maintain full control over your pipeline.
Data Handling & Security
Data Protection
Your Freshsales API key is encrypted using AES-256 encryption and stored securely. We follow industry best practices for data protection.
What We Store
- API Key: Encrypted Freshsales API key for API calls
- Bundle Alias: Your Freshsales domain identifier
- Sync References: IDs of created records for tracking
When You Disconnect
Upon disconnecting the Freshsales integration:
- Your API key is immediately deleted from our systems
- No further API calls are made to your Freshsales account
- Records already created in Freshsales remain unchanged
Disconnecting Freshsales
From PepoSmart
- Go to Integrations
- Find the Freshsales card
- Click Disconnect
- Confirm the disconnection
Regenerate API Key
For added security, you can regenerate your Freshsales API key after disconnecting. This ensures PepoSmart can no longer access your data even if keys were compromised.
Troubleshooting
Connection Failed
- Verify your API key is correct and hasn't been regenerated
- Check that your bundle alias is correct (without .freshsales.io)
- Ensure your Freshsales account is active
Contact Not Created
- Check if a Contact with that email already exists
- Verify your API key has permission to create Contacts
- Check for any required custom fields in your Freshsales configuration
Support & Contact
Need help with your Freshsales integration? We're here to assist:
Additional Resources
- General Troubleshooting Guide
- Frequently Asked Questions
- Contact Support
- Privacy Policy
- Terms of Service
Last updated: February 2026. This documentation is provided for Freshsales users evaluating the PepoSmart integration.