Complete Freshworks - PreSkale integration by configuring the webhooks for deal and account updation.
Step 1: Navigate to Admin Settings and Select Workflows under the Automation.
Step 2: Select Create Workflow to create a new workflow.
A total of 2 webhooks have to be setup for the integration to function seamlessly, please update the following fields with the given information,
- Module
- Trigger
- Run
- What conditions should be met?
- What actions should be executed?
- Select request method
- Enter callback URL
- Compose request body
- Content
Webhook 1: Preskale Deal
- Module: Deals
- Trigger: When a record is created or updated
- Run: recurrently, for the same record
- What conditions should be met? - No conditions. Delete any conditions that might exist under this section
- What actions should be executed?
- Select request method: POST
- Enter callback URL: https://app.preskale.com/api/de/callback/freshworks/webhook/deal
- Compose request body: Advanced
- Content:
Please input your company ID in the place of XXX and input presales user field internal name in the place of YYY. If you do not have the company ID, Please reach out to the PreSkale support via Slack or write an email to ajb@preskale.com.
{ "company_id": "XXX", "id": "{{deal.id}}", "status": "{{deal.deal_stage.name}}", "cf_presales_picklist":"{{deal.cf_YYY}}", "owner_id":"{{deal.owner.id}}", "name": "{{deal.name}}", "sales_account_id":"{{deal.sales_account.id}}", "created_at": "{{deal.created_at}}", "amount": "{{deal.amount}}", "closed_date":"{{deal.closed_date}}", "is_deleted":false }
Webhook 2: Preskale Accounts
- Module: Accounts
- Trigger: When a record is created or updated
- Run: recurrently, for the same record
- What conditions should be met? - No conditions. Delete any conditions that might exist under this section
- What actions should be executed?
- Select request method: POST
- Enter callback URL: https://app.preskale.com/api/de/callback/freshworks/webhook/account
- Compose request body: Advanced
- Content:
Please input your company ID in the place of XXX. If you do not have the company ID, please reach out to the PreSkale support via Slack or write an email to ajb@preskale.com.
{
"company_id":"XXX",
"id":"{{sales_account.id}}",
"owner_id":"{{sales_account.owner.id}}",
"name":"{{sales_account.name}}",
"country":"{{sales_account.country}}",
"industry":"{{sales_account.industry_type.name}}",
"website":"{{sales_account.website}}",
"company_size":"{{sales_account.number_of_employees}}",
"phone":"{{sales_account.phone}}"
}