About this Integration
Use your existing Freshworks CRM details to match, qualify, and route meetings to the right owners. Distribute meetings for net-new prospects from all your channels with the same RevenueHero distribution rules you use across the rest of your inbound funnel.
Formerly known as Freshsales, the integration works with Freshworks CRM where your contact and deal records live.
How it works
RevenueHero connects to your Freshworks CRM account through an API key. With access to your contacts and accounts, RevenueHero can route inbound meetings based on the records already in your CRM, from any channel.
1. When a prospect submits a form, RevenueHero checks Freshworks CRM to:
- Match the prospect against existing contacts and accounts
- Identify the owner of any matched record
- Apply qualification rules configured in your inbound router
2. Based on lookup results:
- Matched prospects see availability of the existing record owner
- Net-new prospects route through your distribution rule and Round Robin
- Disqualified prospects see a fallback experience you configure
3. After a meeting is booked, RevenueHero:
- Sends calendar invites to the prospect and assigned rep
- Syncs meeting details to your Freshworks CRM contact based on your field mapping
- Keeps the booking record connected so reporting stays accurate
How RevenueHero attaches to Freshworks CRM forms
Freshworks CRM forms don't expose a unique HTML form ID the way HubSpot or Webflow forms do. The workaround is built in: in the form ID field of your RevenueHero form mapping, enter form as the value. RevenueHero then listens for any form submission on the page where the script is installed.
Two implementation tips that come out of this: keep one Freshworks CRM form per landing page, and give each region or audience its own URL (for example/demo-usand/demo-eu) rather than hiding blocks conditionally on the same page. Your onboarding contact will walk through this with you during setup.
What you'll need to get started
Two things from your Freshworks admin.
Administrative Permissions
- API access enabled on the Freshworks CRM account
- An admin-level user to generate the API key RevenueHero will use
Object Permissions
- Contacts: Read / Edit
- Accounts: Read / Edit
Field mapping is configured during onboarding. Your RevenueHero onboarding contact will help you set up the connection in the order that works best for your Freshworks instance.
Custom field setup
RevenueHero writes meeting metadata back to the matched contact in Freshworks CRM. Create these custom fields on the Contacts object using the field names below. Freshworks CRM generates the matching internal name automatically when you save each field, so you don't need to set or edit it yourself.
One thing to know: Type the left column exactly as the field name when you create each custom field. RevenueHero looks up the internal names on the right, and Freshworks CRM generates those automatically from the label you enter. Field types (dropdown, text, datetime, checkbox) are confirmed with you during onboarding.
