Client records

Guile and Freshsales

Deals, and the notes on sales activities and contacts, read-only.

What Guile reads from Freshsales

Guile reads your deals, accounts, contacts, sales activities and notes, plus the names of users, pipelines and stages. Freshsales keys can also change your data. Guile only reads, unless an admin turns on changes in connected apps (each one waits for your Confirm).

How to connect Freshsales

  1. In Freshsales, click your profile picture, then Profile Settings > API Settings.
  2. Copy the key in Your API key. A key is a code that lets Guile read your Freshsales account.
  3. Copy the Bundle alias shown below the key, for example yourcompany.myfreshworks.com/crm/sales.
  4. In Guile, open Apps > Add an app and choose Connect on Freshsales.
  5. In the secure sign-in window, paste the key and the bundle alias exactly as Freshsales shows them, without https://, and choose Save. Guile never sees the key.

If something doesn't work

  • The sign-in window says the key is wrong: copy it again with no spaces before or after.
  • Guile can't find your account: check that the bundle alias matches Freshsales exactly, including the part after the domain, such as /crm/sales.
  • Some deals or accounts are missing: the key's owner can't see them. Connect again with an admin's key.

Still stuck? Write to hello@goguile.com.