Freshworks offers a suite of business software including Freshsales (CRM), Freshdesk (support), and Freshchat (messaging). Freshsales is built around Contacts, Accounts, Deals, and Sales Activities, with a clean API and broad SMB adoption. Connecting Freshsales to WellPlan syncs records between platforms so SMS, WhatsApp, email, and voice workflows in WellPlan can react to Freshsales data and push activity back. Sales reps keep their pipeline workflow in Freshsales while marketing extends reach with WellPlan's multichannel automations.
Features
Common use cases
SMS new Freshsales leads instantly
An insurance brokerage captures leads through Freshsales web forms. Each new lead syncs to WellPlan, where a workflow sends a personalized SMS within seconds and books a callback slot on the agent's calendar.
Run drip sequences from deal stage changes
When a Freshsales deal moves into the Proposal Sent stage, a WellPlan workflow starts a follow-up sequence by email and SMS over the next ten days, helping reps stay top of mind without manually chasing every prospect.
Log multichannel activity on Freshsales contacts
A B2B services team uses Freshsales as the deal source of truth. WellPlan logs each SMS, WhatsApp, and call as an activity on the matching Freshsales contact, giving managers visibility into total outreach effort per deal.
How setup works
- 1Sign in to Freshsales with an account that has admin rights or integration permissions.
- 2Open WellPlan's Integrations settings and connect Freshsales using OAuth or API key.
- 3Map Freshsales contacts, accounts, and deals to WellPlan contacts and pipeline stages.
- 4Test a sample record and confirm field mapping before enabling the full sync.
Frequently asked questions
Does this integrate with Freshdesk as well?+
Freshsales (CRM) and Freshdesk (support) are different products with different APIs. WellPlan's Freshworks integration typically focuses on Freshsales for CRM sync. Freshdesk integration is often handled through Zapier or Make if a direct connection is not available.
Which Freshsales plan do I need?+
API access is included across Freshsales paid plans. The free plan has limited API access, which may be enough for basic testing but is usually not sufficient for production sync. Higher plans add automation features and contact limits useful at scale.
Can custom fields sync?+
Yes. Custom fields on Freshsales contacts, accounts, and deals can typically be mapped during integration setup. Dropdowns, dates, numbers, and text fields are usually straightforward, while multi-select fields may need extra handling depending on Freshsales API behavior.
Is the sync real time?+
Updates between Freshsales and WellPlan are near real time through webhooks for supported events. Bulk operations or historical backfills may run on a slower schedule depending on the volume of records being moved between the two platforms.