How to Integrate Replit with Freshsales

1import os
2import requests
3from typing import Optional
4
5API_KEY = os.environ["FRESHSALES_API_KEY"]
6SUBDOMAIN = os.environ["FRESHSALES_SUBDOMAIN"]
7BASE_URL = f"https://{SUBDOMAIN}.freshsales.io/api"
8
9# Freshsales uses 'Token token=' format — not 'Bearer'
10HEADERS = {
11    "Authorization": f"Token token={API_KEY}",
12    "Content-Type": "application/json"
13}
14
15def create_lead(email: str, first_name: str, last_name: str,
16               company: str = "", mobile: str = "") -> dict:
17    """Create a new lead in Freshsales."""
18    payload = {
19        "lead": {
20            "email": email,
21            "first_name": first_name,
22            "last_name": last_name,
23            "company": {"name": company} if company else None,
24            "mobile_number": mobile
25        }
26    }
27    # Remove None values
28    payload["lead"] = {k: v for k, v in payload["lead"].items() if v is not None}
29
30    response = requests.post(f"{BASE_URL}/leads", json=payload, headers=HEADERS)
31    response.raise_for_status()
32    return response.json().get("lead", {})
33
34def search_contacts_by_email(email: str) -> Optional[dict]:
35    """Search for an existing contact by email address."""
36    params = {"q": email, "include": "owner"}
37    response = requests.get(f"{BASE_URL}/search", params=params, headers=HEADERS)
38    response.raise_for_status()
39    results = response.json()
40    contacts = results.get("contacts", [])
41    return contacts[0] if contacts else None
42
43def create_deal(name: str, contact_id: int, amount: float,
44               stage_id: int = None) -> dict:
45    """Create a deal linked to a contact."""
46    payload = {
47        "deal": {
48            "name": name,
49            "amount": amount,
50            "contacts_added_list": [contact_id]
51        }
52    }
53    if stage_id:
54        payload["deal"]["deal_stage_id"] = stage_id
55
56    response = requests.post(f"{BASE_URL}/deals", json=payload, headers=HEADERS)
57    response.raise_for_status()
58    return response.json().get("deal", {})
59
60def update_deal_stage(deal_id: int, stage_id: int) -> dict:
61    """Move a deal to a different pipeline stage."""
62    payload = {"deal": {"deal_stage_id": stage_id}}
63    response = requests.put(
64        f"{BASE_URL}/deals/{deal_id}", json=payload, headers=HEADERS
65    )
66    response.raise_for_status()
67    return response.json().get("deal", {})
68
69def get_deal_stages() -> list:
70    """Get all deal stages in the pipeline."""
71    response = requests.get(f"{BASE_URL}/settings/deal_stages", headers=HEADERS)
72    response.raise_for_status()
73    return response.json().get("deal_stages", [])
74
75# Example usage
76if __name__ == "__main__":
77    stages = get_deal_stages()
78    print("Pipeline stages:")
79    for stage in stages:
80        print(f"  {stage['id']}: {stage['name']}")
81
82    lead = create_lead(
83        email="prospect@example.com",
84        first_name="Alex",
85        last_name="Smith",
86        company="Acme Corp"
87    )
88    print(f"Lead created: ID {lead.get('id')}, {lead.get('email')}")

1const express = require('express');
2const axios = require('axios');
3
4const app = express();
5app.use(express.json());
6
7const API_KEY = process.env.FRESHSALES_API_KEY;
8const SUBDOMAIN = process.env.FRESHSALES_SUBDOMAIN;
9const BASE_URL = `https://${SUBDOMAIN}.freshsales.io/api`;
10
11const freshsales = axios.create({
12  baseURL: BASE_URL,
13  headers: {
14    'Authorization': `Token token=${API_KEY}`,
15    'Content-Type': 'application/json'
16  }
17});
18
19// Create a lead from a web form submission
20app.post('/leads', async (req, res) => {
21  const { email, firstName, lastName, company, source } = req.body;
22  if (!email || !firstName) {
23    return res.status(400).json({ error: 'email and firstName are required' });
24  }
25
26  try {
27    // Check for existing contact first
28    const searchResp = await freshsales.get('/search', {
29      params: { q: email }
30    });
31    const existingContacts = searchResp.data.contacts || [];
32    if (existingContacts.length > 0) {
33      return res.json({
34        success: true,
35        existing: true,
36        contactId: existingContacts[0].id
37      });
38    }
39
40    // Create new lead
41    const payload = {
42      lead: {
43        email,
44        first_name: firstName,
45        last_name: lastName || '',
46        lead_source_name: source || 'Web'
47      }
48    };
49    if (company) payload.lead.company = { name: company };
50
51    const { data } = await freshsales.post('/leads', payload);
52    res.json({ success: true, existing: false, leadId: data.lead.id });
53  } catch (err) {
54    console.error('Lead creation error:', err.response?.data || err.message);
55    res.status(500).json({ error: err.message });
56  }
57});
58
59// Add a note to a contact or deal
60app.post('/notes', async (req, res) => {
61  const { notable_type, notable_id, description } = req.body;
62  if (!notable_type || !notable_id || !description) {
63    return res.status(400).json({ error: 'notable_type, notable_id, and description are required' });
64  }
65
66  try {
67    const { data } = await freshsales.post('/notes', {
68      note: { notable_type, notable_id, description }
69    });
70    res.json({ success: true, noteId: data.note.id });
71  } catch (err) {
72    console.error('Note error:', err.response?.data || err.message);
73    res.status(500).json({ error: err.message });
74  }
75});
76
77// Update deal stage
78app.put('/deals/:dealId/stage', async (req, res) => {
79  const { stageId } = req.body;
80  if (!stageId) return res.status(400).json({ error: 'stageId is required' });
81
82  try {
83    const { data } = await freshsales.put(`/deals/${req.params.dealId}`, {
84      deal: { deal_stage_id: stageId }
85    });
86    res.json({ success: true, deal: data.deal });
87  } catch (err) {
88    res.status(500).json({ error: err.message });
89  }
90});
91
92app.get('/health', (req, res) => res.json({ status: 'ok' }));
93
94app.listen(3000, '0.0.0.0', () => {
95  console.log('Freshsales integration server running on port 3000');
96});

1# Flask webhook receiver for Freshsales events
2from flask import Flask, request, jsonify
3import os
4
5app = Flask(__name__)
6
7@app.route('/freshsales/webhook', methods=['POST'])
8def freshsales_webhook():
9    data = request.get_json(force=True)
10    if not data:
11        return jsonify({'error': 'No data'}), 400
12
13    event = data.get('event', 'unknown')
14    object_type = data.get('object_type', 'unknown')  # lead, contact, deal
15    record = data.get('object', {})
16
17    print(f"Freshsales event: {event} on {object_type} {record.get('id')}")
18
19    if event == 'deal_updated' and object_type == 'deal':
20        stage = record.get('deal_stage', {}).get('name', 'unknown')
21        amount = record.get('amount', 0)
22        print(f"Deal moved to: {stage}, amount: ${amount}")
23        # Trigger downstream actions, e.g., notify Slack channel
24
25    elif event == 'lead_created' and object_type == 'lead':
26        email = record.get('email', '')
27        print(f"New lead: {email}")
28        # Add to email nurture sequence
29
30    return jsonify({'status': 'received'}), 200
31
32@app.route('/health', methods=['GET'])
33def health():
34    return jsonify({'status': 'ok'}), 200
35
36if __name__ == '__main__':
37    app.run(host='0.0.0.0', port=3000)