When integrated with PassKit, Freshsales can automatically issue digital passes like loyalty cards, membership passes, or event tickets based on contact activity, deal progression, or workflow automation. You can use this to reward customers, send access credentials, or trigger perks directly from your CRM.

Setting Up The Integration

To connect Freshsales with PassKit:

  1. Create and publish your digital pass in PassKit (e.g. coupon, loyalty, membership, or ticket).
  2. In PassKit, go to Settings > Developer Tools to get your API region and generate API credentials.
  3. In Freshsales, define what action should trigger a pass such as:
    • A new contact is created
    • A deal moves to a specific stage
    • A workflow condition is met
  4. Use Zapier, Make, or your own backend to link Freshsales to PassKit:
    • Trigger: A defined event in Freshsales
    • Action: Create a pass in PassKit using mapped contact fields
  5. Match contact data, like name, email, phone, tier, or status to fields in your PassKit pass template.
  6. Once the pass is created, deliver it via email, store the SmartPass URL in the contact record, or log it as a note.

This connection allows sales and support teams to trigger pass delivery from within their CRM workflows.

Common Use Cases

Freshsales + PassKit works well for CRM-based loyalty programs, onboarding flows, or customer perks.

  • Send a loyalty card after closing a deal
  • Issue a membership pass when a contact reaches a specific lifecycle stage
  • Deliver a coupon or ticket as a reward for a high-value customer
  • Revoke or update passes based on lead inactivity or status changes
  • Log pass delivery and usage back in Freshsales for tracking

This adds a mobile-accessible touchpoint to your contact and deal management.

Requirements

To use this integration, you’ll need:

  • A PassKit account with a published pass
  • A Freshsales account with automation or workflow support
  • API credentials from PassKit Developer Tools
  • A connection tool (Zapier, Make, or backend script)
  • Matching fields between Freshsales and your PassKit template

You can use no-code tools for standard use cases.

Support And Documentation

Helpful links:

SDK and API Configuration Settings

Subscribe to PassKit Webhooks

Using Long-Lived API Tokens

These links will help with setup and field mapping.

Frequently Asked Questions

Can I Trigger A Pass When A Deal Is Closed?

Yes. You can issue a pass when a deal hits a specific stage in Freshsales.

How Are Passes Sent To Customers?

They can be emailed directly, displayed in a confirmation message, or stored in the CRM record.

Can I Revoke Or Update A Pass Based On CRM Activity?

Yes. Passes can be updated or revoked based on tag changes, field updates, or workflow rules.

Can I Track Which Contacts Received A Pass?

Yes. You can log the pass URL back into Freshsales as a custom field or activity note.