F
CRM

TruePrivacy + Freshsales

Manage Freshsales contact and lead data for privacy compliance.

Auth: OAuth 2.0
Setup time: 8 minutes

Overview

Freshsales (part of the Freshworks suite) combines CRM, phone, email, and AI-powered lead scoring in one platform. TruePrivacy connects to Freshsales to discover personal data across contacts, leads, and accounts, and to automate the fulfillment of data subject requests.

For organizations using multiple Freshworks products, TruePrivacy can coordinate DSR fulfillment across Freshsales, Freshdesk, and Freshmarketer simultaneously, ensuring a data subject's request is fulfilled across the entire Freshworks ecosystem.

What TruePrivacy can do

Data Discovery
DSR Automation
Consent Sync

Data types accessed

  • Contacts
  • Leads
  • Accounts
  • Deals
  • Phone call logs
  • Email activity
  • Custom fields

DSR capabilities

  • Delete contact and lead records
  • Export contact data including activity history
  • Update email subscription and consent status
  • Anonymise contact personal fields

How it works

  1. 1

    Authorize TruePrivacy to access Freshsales via OAuth 2.0 from your TruePrivacy integration settings.

  2. 2

    TruePrivacy scans contacts, leads, accounts, deals, and activity logs for personal data fields.

  3. 3

    Incoming DSRs are matched against Freshsales records by email address.

  4. 4

    Deletion and export actions are executed via the Freshsales API, with results logged in TruePrivacy.

Frequently asked questions

TruePrivacy has connectors for both Freshsales (CRM) and Freshdesk (support). Each connector is set up separately, and DSR orchestration can span both products simultaneously when a request is received.

TruePrivacy requires read access for data discovery and write/delete access for DSR automation. We recommend creating a dedicated Freshsales user for the integration with only the permissions TruePrivacy needs.

Yes. TruePrivacy scans all fields in Freshsales contact and lead records, including AI-enriched fields like deal score inputs and engagement signals, classifying any that contain personal data.

Connect TruePrivacy to Freshsales today

Start your free trial and connect Freshsales in 8 minutes.