ClearView

Freshsales

Live

Overview

The Freshsales integration syncs identified companies from ClearView into your Freshsales CRM as Accounts. When ClearView detects a new company visiting your website or a lead reaches hot status, the company data is automatically pushed to Freshsales with enrichment details. Your sales team gets immediate visibility into website visitor intent right inside their Freshsales workspace.

What Gets Synced

  • Companies synced as Freshsales Accounts
  • Company name, domain, and website
  • Industry and number of employees
  • Lead score as a custom field
  • City, state, and country
  • First and last seen timestamps

Supported Events

EventDescription
company.identifiedFires when ClearView identifies a new company visiting your site. Creates or updates an Account in Freshsales with enrichment data.
lead.hotFires when a lead reaches the hot threshold. Updates the Account in Freshsales with hot lead status and adds a note with intent details.

Prerequisites

  • An active Freshsales account (any plan with API access)
  • Admin access to your Freshsales instance
  • Your Freshsales domain (e.g., yourcompany.freshsales.io)
  • A ClearView account with an active subscription

Setup Guide

Follow these steps to connect your Freshsales account to ClearView:

  1. 1

    Log in to Freshsales

    Open your Freshsales instance at yourcompany.freshsales.io and sign in with your admin credentials.

  2. 2

    Navigate to API Settings

    Click your profile avatar in the top-right corner, then go to Settings > API Settings.

  3. 3

    Copy your API key

    Your API key is displayed on this page. Click the copy icon to copy it to your clipboard.

  4. 4

    Note your Freshsales domain

    Your domain is the subdomain of your Freshsales URL. For example, if your URL is acme.freshsales.io, your domain is acme.freshsales.io.

  5. 5

    Open ClearView Integrations

    In your ClearView dashboard, navigate to Settings > Integrations.

  6. 6

    Connect Freshsales

    Find the Freshsales integration card and click Connect. You will see two fields: Domain and API Key.

  7. 7

    Enter your credentials

    Paste your Freshsales domain (e.g., yourcompany.freshsales.io) and your API key into the respective fields.

  8. 8

    Save & Connect

    Click Save & Connect to activate the integration.

  9. 9

    Test the connection

    Click the Test button to verify ClearView can communicate with your Freshsales account. A success message confirms the connection is working.

Data Mapping

The following fields are mapped between ClearView and Freshsales:

ClearView FieldFreshsales Field
Company NameAccount Name
DomainWebsite
IndustryIndustry Type
Employee RangeNumber of Employees
Lead ScoreCustom: ClearView Score
CityCity
CountryCountry
First SeenCustom: First Seen
Last SeenCustom: Last Seen

Troubleshooting

Test connection fails with "401 Unauthorized"

Your API key may be invalid. Go to Freshsales > Settings > API Settings and verify or regenerate your key. Also ensure you entered the correct domain (e.g., yourcompany.freshsales.io, not just yourcompany).

"Invalid domain" error

Make sure you entered your full Freshsales domain including .freshsales.io. For example: acme.freshsales.io. Do not include https:// or a trailing slash.

Accounts not appearing in Freshsales

Verify the integration shows a green "Connected" badge in ClearView. Check that your Freshsales plan includes API access and that you have not exceeded your API rate limits.

Duplicate accounts appearing

ClearView deduplicates by domain. If existing Freshsales accounts do not have a website set, duplicates may be created. Ensure existing accounts have their Website field populated.

Need Help?

Having trouble with the Freshsales integration? Our support team is here to help.

Contact Support