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Create deal in Freshworks CRM
Wrk Product avatar
Written by Wrk Product
Updated over 2 months ago

Create deal in Freshworks CRM.

Application

  • Freshworks CRM

Inputs (what you have)

Name

Description

Data Type

Required?

Example

Connected Account

The connected account to use for the request

Connected Account

Yes

Amount

Value of the deal

Number

Yes

Deal name

Name of the deal

Text (Short)

Yes

Base currency amount

Value of the deal in base currency

Number

No

Campaign ID

ID of the campaign that landed this deal

Text (Short)

No

Currency ID

ID of the currency that the deal belongs to

Text (Short)

No

Deal payment status ID

ID of the mode of payment for the deal

Text (Short)

No

Deal pipeline ID

ID of the deal pipeline that it belongs to

Text (Short)

No

Deal product ID

ID of the product that the deal belongs to (in a multi-product company)

Text (Short)

No

Deal reason ID

ID of the reason for losing the deal. Can only be set if the deal is in 'Lost' stage

Text (Short)

No

Deal stage ID

ID of the deal stage that the deal belongs to

Text (Short)

No

Deal type ID

ID of the deal type that the deal belongs to

Text (Short)

No

Lead source ID

ID of the source where deal came from

Text (Short)

No

Owner ID

ID of the user to whom the deal is assigned

Text (Short)

No

Probability

Probability of winning the deal as a number between 0 and 100

Number

No

Sales account ID

ID of the account that the deal belongs to

Text (Short)

No

Territory ID

ID of the territory that the deal belongs to

Text (Short)

No

Outputs (what you get)

Name

Description

Data Type

Required?

Example

JSON Output

JSON output returned by the API

Text (Long)

No

Outcomes

Name

Description

Success

This status is selected if the job has successfully completed.

Unsuccessful

This status is selected if the job has completed unsuccessfully.

Requirements

  • N/A

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