Freshsales
| Status | Kind | How you connect |
|---|---|---|
| Coming soon | CRM | Enter your Freshsales account details in bubbl3 |
Freshsales isn't offered yet. This page says what it will do and what you can use meanwhile: a Lead URL, or Zapier, Make or n8n.
What it does
Connecting Freshsales (Freshworks CRM) lets bubbl3:
- import contacts (All Contacts, or a contact view) and check for new and changed contacts every five minutes;
- log every text bubbl3 sends or receives, and held or refused texts with the reason, as notes;
- keep opt-outs in step through Freshsales's Do Not Disturb;
- update fields when a workflow or conversion event asks.
bubbl3 never uses Freshsales's email, sequences, SMS or sales activities.
Setup
- In Freshsales, open your profile, Settings, API Settings and copy your API key.
- In bubbl3, open Settings, Integrations, choose Freshsales and enter your bundle domain and the key. bubbl3 checks them by reading your contact views.
- Choose what to import, check the count and the field mapping.
- Answer How did these leads agree to hear from you?
| What you enter | Where to find it |
|---|---|
| Bundle domain | From your Freshsales address, like yourcompany.myfreshworks.com |
| API key | Your profile, Settings, API Settings |
Disconnect
Disconnect from the connection page in Settings, Integrations.
- Stops at once: imports, the five-minute check, notes and writebacks.
- Deleted at once: your API key and the links between bubbl3 contacts and Freshsales contacts. Opt-outs still waiting are dropped.
- Kept: contacts imported from Freshsales, with their messages, labels and consent, unless you tick Also delete the contacts imported from it. Notes and fields bubbl3 wrote stay.
- Deleted later: the changes bubbl3 read are deleted 30 days after they were read.
Data shared
From Freshsales to bubbl3: contacts' names, email, mobile and work numbers, owner, custom fields, Do Not Disturb and time zone.
From bubbl3 to Freshsales: notes for texts; Do Not Disturb on STOP; fields when you ask.
Scopes and permissions
Freshsales API keys have no scopes: the key acts as you. Use a user who can read contacts and add notes.
Events
What bubbl3 receives
| Event in Freshsales | In bubbl3 |
|---|---|
| A new contact, found by the five-minute check | New contact. Imported and matched on phone and email; starts "Lead imported from CRM" workflows. |
| A changed contact, found by the five-minute check | Contact updated. Changes are applied; starts "CRM contact updated" workflows. Do Not Disturb on opts the contact out. |
What bubbl3 writes back
| What | Where it shows in Freshsales |
|---|---|
| Text log | A note on the contact |
| Opt-outs | Do Not Disturb turned on |
| Field updates | The field you chose |
| Notes | A note from a conversion event |
Sending rules that still apply
Freshsales never texts anyone through bubbl3 itself. Its new and changed contacts can start your workflows, and every workflow text goes through the same checks as a text you send from bubbl3. Nothing in Freshsales can turn them off.
- Consent. When you connect Freshsales or create a lead source, you confirm that everyone you send to bubbl3 has agreed to receive texts from you, so its contacts can be texted straight away. bubbl3 never texts a contact who opted out, and a workspace set to text only opted-in contacts texts only them.
- Opt-out. Replying STOP opts a contact out at once. bubbl3 also records it in Freshsales.
- Quiet hours. No texts from 8:00 PM to 9:00 AM in the contact's own time zone (Freshsales's time zone for the contact when it has one, else the phone's area code). A text due then waits until the morning.
- Pacing. Each line texts at most 15 new contacts an hour and 50 a day (fewer while a new line warms up), and spaces texts 20 to 90 seconds apart. A big import or batch is queued and sent as the limits allow, never dropped.
- First messages. Until a contact replies, a text can't include links, photos or files, phone numbers or email addresses, must be 300 characters or fewer, and at most 3 texts go out.
What Freshsales is told when bubbl3 doesn't send
A note on the contact says the text wasn't sent, with the reason. A held text gets a note saying when it's scheduled.
| Reason | Code | What you see |
|---|---|---|
| A link before the contact replies | pre_reply_link_blocked | Not sent: "Links can't be sent until the contact replies" |
| A photo or file before the contact replies | pre_reply_media_blocked | Not sent: "Photos and files can't be sent until the contact replies" |
| A phone number before the contact replies | pre_reply_phone_blocked | Not sent: "Phone numbers can't be sent until the contact replies" |
| An email address before the contact replies | pre_reply_email_blocked | Not sent: "Email addresses can't be sent until the contact replies" |
| A first message that is too long | pre_reply_too_long | Not sent: "First messages must be 300 characters or fewer" |
| Too many texts without a reply | pre_reply_message_limit | Not sent: "Already sent 3 texts without a reply. Wait for the contact to reply" |
| The same text to too many people today | identical_text_limit | Not sent: "This exact text went to 20 people from this line today" |
| The line is paused after unanswered texts | unanswered_streak_limit | Not sent: "This line is paused after too many unanswered texts" |
| The contact opted out | contact_opted_out | Not sent: "The contact opted out of texts" |
| The workspace texts only opted-in contacts | consent_required | Not sent: "This workspace only texts contacts who opted in" |
| No line can reach the contact | line_unavailable | Not sent: "bubbl3's line for this contact isn't available" |
| Quiet hours | quiet_hours | Held: "Scheduled for 9:00 AM America/Chicago, quiet hours" |
| The line's daily limit | daily_new_contact_cap | Held: "Scheduled for Oct 15, 9:00 AM America/Chicago: today's limit for this line is reached" |
| The line's hourly limit of new contacts | hourly_new_contact_cap | Held: "Scheduled for 2:00 PM America/Chicago: this hour's limit of new contacts for this line is reached" |
The numbers are the default limits; a line's own limits change them. bubbl3's other checks (no phone number, a number that doesn't match) have their own plain reasons.
Limits and known gaps
- Most Freshsales plans allow 1,000 API calls an hour per account; bubbl3 uses at most 900 an hour per connection.
- Freshsales has no webhook bubbl3 can register, so changes arrive within about six minutes.
- Only Freshsales time zones written as standard zone names (like America/Chicago) are used for quiet hours; others fall back to the phone's area code.
- Tags and lifecycle stages aren't offered yet.
Troubleshooting
- "The provider didn't accept these credentials". Check the domain is your bundle's address and the key is current.
- The connection needs attention. The key was regenerated in Freshsales. Connect again with the new key.