Freshsales SMS integration
Connect Freshsales to Texto and send SMS straight from your CRM — workflow-triggered texts, contact imports, timeline logging and two-way opt-out sync. 3¢ per SMS, hosted in Sydney.
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Why add SMS to your Freshsales strategy?
Freshsales SMS integration connects your Freshworks CRM to Texto so your sales team can reach people on the channel they actually read. Texts get opened within minutes, so a new lead hears from you while they're still on your website, a customer confirms an appointment the same day, and deal updates land before the next call. Connecting takes a domain and an API key: Texto validates the credentials, pulls in your custom contact fields as merge fields, and gives you a webhook URL that any Freshsales Workflow can call to fire an SMS. Every message can be written back onto the Freshsales contact timeline, so reps see the full conversation next to the emails and calls without leaving the CRM. Opt-outs flow both ways, so a STOP reply in Texto updates the contact in Freshsales automatically. At 3¢ per SMS with no monthly fee for the integration, all processed in AWS Sydney and kept for 90 days only, it's the fastest way to turn Freshsales activity into conversations.
What can you do with Freshsales + Texto?
Real use cases for sending SMS from Freshsales.
Speed-to-lead follow-up
A new lead lands in Freshsales and a welcome SMS goes out within seconds. Getting a text while you're still top of mind beats an email that arrives hours later.
Deal stage updates
When a deal moves stage, text the contact with what happens next — quote sent, contract ready, job booked. Merge {stage_name}, {deal_name} and {deal_value} straight into the message.
Appointment confirmations
Confirm the moment an appointment is scheduled in Freshsales, with the date, time and title merged in. Fewer no-shows, less phone tag.
Campaigns to imported contacts
Import a Freshsales view into Texto and run a bulk SMS campaign to that segment, with names, company and custom fields as merge data.
Full history in the CRM
Outbound texts, replies, link clicks and delivery receipts can all be logged onto the Freshsales contact timeline, so the next rep to pick up the account sees everything.
Opt-outs handled for you
A STOP reply opts the contact out in Texto and pushes that opt-out back to Freshsales, so your CRM stays the source of truth for consent.
How to connect Freshsales to Texto
Follow these steps to start sending SMS from Freshsales.
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In Freshsales, go to Profile Settings → API Settings and copy your API Key.
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In Texto, open Integrations and click Connect on the Freshsales tile. Enter your Freshsales domain (just the part before .myfreshworks.com, e.g. yourcompany) and paste the API key.
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Choose your timeline write-back options — outbound SMS, inbound replies, link clicks and delivery receipts can each be toggled on or off. Click Connect; Texto validates the key and caches your custom contact fields as merge fields.
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To import people, open the Send screen → Import contacts → Freshsales, then pick All contacts or one of your saved views. Contacts without a mobile number are skipped and the count is shown before the import runs.
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For automated sends, set up a Freshsales Workflow that posts to your Texto webhook (steps below), then enable the matching trigger in Texto under Automations.
Freshsales SMS automations
Freshsales Workflows call your Texto webhook, and Texto matches the event to the automation rules you've enabled. Each rule has its own message template, sending number and optional delay. Available merge fields include {first_name}, {last_name}, {email}, {phone}, {company} and {owner_email}, plus trigger-specific fields and any custom Freshsales fields on the contact.
Set up the Freshsales Workflow webhook (do this once)
Texto issues a webhook URL and a secret when you connect Freshsales. Point a Freshsales Workflow at that URL for each event you want to trigger an SMS.
To set it up
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Copy the webhook URL and secret
In Texto → Integrations, open the Freshsales tile to see your webhook URL and the X-Texto-Secret value.
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Create the workflow
In Freshsales, go to Admin Settings → Workflows → New Workflow and choose the event that should trigger an SMS (for example Contact created or Deal stage changed).
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Add a webhook action
Set the request type to POST and the format to JSON, then paste the Texto webhook URL as the callback URL.
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Authenticate the call
Add a header X-Texto-Secret with the secret from Texto. If Freshsales won't let you set headers on that workflow, append ?secret=… to the URL instead.
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Include the fields you need
Add the contact's mobile number and any fields you want to merge into the message to the request body, then save and activate the workflow.
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Enable the trigger in Texto
In Texto → Automations, switch on the matching Freshsales trigger, pick your sending number and write the message.
The secret is unique to your connection. Reconnect Freshsales in Texto if you ever need to issue a new one.
Lead created
Sends an instant welcome SMS when a new lead is created in Freshsales — ideal for speed-to-lead follow-up on web form and campaign leads.
To set it up
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Freshsales event
Workflow triggered on Lead created.
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Example message
"Hi {first_name}, thanks for your interest. Reply STOP to opt out."
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Merge fields
{first_name}, {last_name}, {email}, {phone}, {company}, {owner_email}.
Contact created
Sends an SMS when a new contact is added in Freshsales — a welcome text, onboarding link or next-step instruction.
To set it up
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Freshsales event
Workflow triggered on Contact created.
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Example message
"Hi {first_name}, welcome! Reply STOP to opt out."
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Merge fields
{first_name}, {last_name}, {email}, {phone}, {company}, {owner_email}.
Deal stage changed
Texts the contact when a deal moves to a new stage, so they know where things are up to without waiting for a call.
To set it up
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Freshsales event
Workflow triggered on Deal stage changed.
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Example message
"Hi {first_name}, your deal is moving to {stage_name}. Let us know if you have questions."
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Extra merge fields
{stage_name}, {deal_name}, {deal_value} on top of the standard contact fields.
Appointment scheduled
Confirms an appointment by SMS as soon as it's booked in Freshsales, with the date and time merged in.
To set it up
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Freshsales event
Workflow triggered on Appointment scheduled.
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Example message
"Hi {first_name}, your appointment is confirmed for {appointment_date} at {appointment_time}. Reply STOP to opt out."
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Extra merge fields
{appointment_date}, {appointment_time}, {appointment_title}.
Task completed
Sends a follow-up SMS when a sales task is marked complete — handy for post-call summaries and next-step nudges.
To set it up
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Freshsales event
Workflow triggered on Task completed.
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Example message
"Hi {first_name}, just following up on our recent task. Reply if you need anything."
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Merge fields
{first_name}, {last_name}, {email}, {phone}, {company}, {owner_email}.
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