kaustavdm / freshsales-airtable

A serverless app for syncing Freshsales leads with an Airtable sheet

Freshsales <> Airtable sync

A Freshsales custom app to sync an Airtable sheet with Freshsales leads.

Install

These are step-by-step instructions for installing this app as a custom app in Freshsales.

1. Set up Freshsales

• Create a Freshsales account if you don't have one already
• Get your Freshsales API Key. You will need this for installation.

2. Set up Airtable

• Create an Airtable base with the schema mentioned below
• Get Airtable API credentials for your base. To do this, login to Airtable, go to the Airtable API page, and click the base you have created. You will need these three details:
  • Airtable API Key: Get your Airtable API key from the Account Settings page.
  • Airtable Base ID: The ID for your Airtable base. You will see this on the API docs page for your base
  • Airtable Table name: The name of the table you have created in the Airtable base

Airtable schema

The Airtable sheet should contain these columns:

• ID - Numeric. Primary field
• First Name - Text
• Last Name - Text
• Email - Email address
• LinkedIn - URL
• City - Text
• Company - Text
• Created At - Create date/time
• Updated At - Last updated date/time
• Delete - Checkbox

Here is an example Airtable base with this schema.

3. Set up the custom app

• Download the latest version of the app's packed .zip file
• Upload the .zip file as a "Custom App" in Freshsales
• Install the credentials received from the previous steps in the "Install" screen

That's it. You are all set. Try creating a record in your Airtable base.

License

Released under the MIT license.