Freshsuccess Connector

Help customers reach goals faster, prevent churn, and strengthen your value.

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Low-code orchestration

Connect, compose and ship AI features faster.

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

Governed access

Apply policies, field controls and audit trails across usage.

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Freshsuccess connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Freshsuccess, so you can provide in-app Freshsuccess integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Freshsuccess Integrations

Quickly create integrations between your SaaS application and Freshsuccess with Cyclr’s low code integration builder. Publish your Freshsuccess integration into your application using Cyclr’s white label embedded integration marketplace.

Marketing

Create and send review invitations to email subscribers from ecommerce orders
When a lead has been converted to a user create and send a review invitation

Sales

When sales journey has completed send user link to review their customer experience
When a sales lead reaches a certain point in the pipeline generate a customer experience invitation

ORCHESTRATION

How Freshsuccess works with Cyclr

Cyclr sits between your SaaS product and Freshsuccess to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
Freshsuccess
Freshsuccess processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Freshsuccess methods you can orchestrate through Cyclr.

Custom Metrics2

List Custom Metrics By Name

Action

Returns list of metric data points for all accounts by an individual metric name.

Upsert Custom Metrics By Name

Action

Insert or modify custom metrics in bulk.

Custom Metrics By Account (Copyable Category)1

Upsert Custom Metrics By Name Per Account

Action

Insert or modify custom metrics in bulk.

Invoices1

Upsert Invoices

Action

Insert or modify invoice statements in bulk.

Interactions1

Upsert Interactions

Action

Insert and update interactions in bulk.

Subscriptions2

Delete Subscription

Action

Delete the specified subscription.

Upsert Subscriptions

Action

Insert or modify subscriptions in bulk.

Notes1

Upsert Notes

Action

Insert or modify notes in bulk.

Accounts7

Upsert Accounts

Action

Bulk update or insert accounts.

Get Account

Action

Retrieve an account.

Update Account

Action

Modify a single existing account.

List Contacts by Account

Action

Returns an array of contacts for the provided account ID.

List Accounts

Action

Retrieve a list of accounts.

List Updated Accounts

Action

Retrieve a list of accounts since last successful run.

List Account Custom Metrics

Action

List custom metrics for an existing Account.

Account Contacts3

List Updated Account Contacts

Action

Retrieve a list of all account contacts since last successful run.

List Account Contacts

Action

Retrieve a list of all account contacts.

Upsert Account Contacts

Action

Insert or modify account contacts.

Deals4

Upsert Deals

Action

Insert or modify deals in bulk.

List Deals

Action

List all deals.

List New Deals

Action

List all deals since the last successful run.

Get Deal

Action

Retrieve a deal by the given ID.

TECHNICAL DETAILS

Freshsuccess integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Freshsuccess integrations in Cyclr.

API and authentication

API host: Not specified
Authentication: See Connector in Console
Credentials: Review the connector installation fields in Cyclr Console.
Method categories: See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method: See Connector in Console
Credential required: Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation