Freshsales (Freshworks CRM)

Rekomi's Freshsales (Freshworks CRM) integration upserts every approved affiliate via the contacts upsert endpoint with unique_identifier: { emails: ... }, contact: { emails, first_name, last_name, tags }. The endpoint is atomic upsert keyed on email. The API path depends on your product line: Freshsales Suite domains use /crm/sales/api/contacts/upsert, Freshsales Classic uses /api/contacts/upsert; Rekomi picks the right prefix from your domain automatically.

Connecting

1. Copy your API key. Freshsales Suite: Profile (top-right) > Settings > API Settings. Freshsales Classic: Personal Settings > API Settings.
2. In Rekomi, Integrations > Freshsales (Freshworks CRM), paste the API key + your org domain. Both product lines work: yourbundle.myfreshworks.com or yourorg.freshworks.com (Freshsales Suite) and yourorg.freshsales.io (Freshsales Classic). No https://, no path.
3. Click Connect.

Tags

First-class. Inline tags array. The Rekomi affiliate system tag is included.

Referred customers and leads (optional)

Turn on Sync referred customers and leads on the integration page and every sale or lead Rekomi attributes to an affiliate is written to Freshsales (Freshworks CRM) as well, matched on email so existing contacts are updated, not duplicated. Each one carries:

• custom fields cf_rekomi_referral_link, cf_rekomi_campaign, cf_rekomi_referring_affiliate, cf_rekomi_last_event, cf_rekomi_last_sale_amount
• tags Rekomi customer or Rekomi lead, merged with the contact's existing tags
• Affiliates synced by the section above also get Rekomi referral link, Rekomi campaign and Rekomi affiliate status in the same fields, so you can merge a partner's link into your emails.

Refunded, denied and fraud-quarantined conversions are never pushed, and imported historical conversions are skipped. It is off by default. Freshworks has no API to create fields. Create them once under Admin Settings > Contacts fields with the labels Rekomi referral link, Rekomi campaign, Rekomi referring affiliate, Rekomi referring affiliate code, Rekomi last event, Rekomi last sale amount and Rekomi fills them.

Provider notes

• Authorization: Token token={key} (Freshworks-specific format).
• Per-tenant subdomain with SSRF allowlist covering *.myfreshworks.com, *.freshsales.io, and *.freshworks.com.
• Sales CRM, no list-picker, tags drive segmentation.
• Rate limit: 1,000 req/hr.
• Disconnect deletes the integration row.

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See the freshworks integration overview on the marketing site for use-cases, persona fit, and unique automation patterns.