Freshsales/Freshworks CRM

1Kosmos Achieves DoW IL4 Authorization to Secure Military Identities and Mission Access

Integration type

CRM

What we solve

Freshsales/Freshworks teams need an easy way to verify customer identity and add biometric step-up at key moments (new contact onboarding, deal stage progression) without leaving the CRM or building heavy custom integrations. This integration embeds 1Kosmos IDV and LiveID into Freshsales via a Marketplace app (sidebar widget), event subscriptions/webhooks, and custom objects—automatically triggering verification from contact/deal events, receiving callback results, and writing status back to Freshsales so workflows and sequences can gate access, reduce fraud, and improve KYC consistency.

Attribute	Detail
Market share	Growing SMB/mid-market presence, strong in India and APAC
Marketplace	Freshworks Marketplace
Integration complexity	Low (Freshworks app SDK + webhooks + custom objects)
Est. build time	3-4 weeks
Primary use cases	SMB customer onboarding, neo-bank KYC, sales contact verification

Technical integration architecture

Freshworks integration uses the Freshworks App SDK (v2) to create a sidebar widget on Contact and Deal pages. The widget displays IDV status and provides a trigger button. The app backend (hosted externally or on Freshworks serverless) handles 1Kosmos API calls and webhook reception.

Freshsales custom objects store verification records linked to contacts. Workflow Automator rules trigger IDV on contact creation or deal stage progression. The Freshworks Events API allows the app to subscribe to deal.update and contact.create events for server-side automation.

For step-up auth, Freshsales Sequences can include a verification step where the contact must complete LiveID before receiving subsequent sequence emails or being assigned to a sales rep.

Freshworks app structure

Freshworks App (v2 SDK):

manifest.json:
{
    "platform-version": "2.3",
    "product": { "freshsales": {} },
    "engines": { "node": "18.x" },
    "whitelisted-domains": ["https://api.1kosmos.com"]
}

Sidebar widget (app/index.html):
    - Displays IDV status badge (Pending/Verified/Failed)
    - Shows IAL level, LiveID enrollment, last step-up date
    - "Verify Identity" button → calls app server → POST /v2/verify/sessions
    - "Step-Up Auth" button → calls app server → POST /v2/auth/liveid

Server event handler (server/server.js):
    exports = {
        events: [
            { event: "onContactCreate", callback: "onContactCreateHandler" },
            { event: "onDealUpdate", callback: "onDealUpdateHandler" }
        ]

Freshworks App (v2 SDK):

manifest.json:
{
    "platform-version": "2.3",
    "product": { "freshsales": {} },
    "engines": { "node": "18.x" },
    "whitelisted-domains": ["https://api.1kosmos.com"]
}

Sidebar widget (app/index.html):
    - Displays IDV status badge (Pending/Verified/Failed)
    - Shows IAL level, LiveID enrollment, last step-up date
    - "Verify Identity" button → calls app server → POST /v2/verify/sessions
    - "Step-Up Auth" button → calls app server → POST /v2/auth/liveid

Server event handler (server/server.js):
    exports = {
        events: [
            { event: "onContactCreate", callback: "onContactCreateHandler" },
            { event: "onDealUpdate", callback: "onDealUpdateHandler" }
        ]

Freshworks App (v2 SDK):

manifest.json:
{
    "platform-version": "2.3",
    "product": { "freshsales": {} },
    "engines": { "node": "18.x" },
    "whitelisted-domains": ["https://api.1kosmos.com"]
}

Sidebar widget (app/index.html):
    - Displays IDV status badge (Pending/Verified/Failed)
    - Shows IAL level, LiveID enrollment, last step-up date
    - "Verify Identity" button → calls app server → POST /v2/verify/sessions
    - "Step-Up Auth" button → calls app server → POST /v2/auth/liveid

Server event handler (server/server.js):
    exports = {
        events: [
            { event: "onContactCreate", callback: "onContactCreateHandler" },
            { event: "onDealUpdate", callback: "onDealUpdateHandler" }
        ]

Workflow insertion points

Contact sidebar: IDV status widget with manual trigger
Workflow Automator: Auto-trigger on record creation or field change
Freshdesk integration: Cross-product IDV for support ticket identity verification
Freshchat: Bot-triggered IDV during live chat conversations

Transform how you verify and authenticate

Secure onboarding, eliminate passwords, and stop fraud on one platform. Schedule a demo and see it in action.

Request a demo

Talk to sales

Transform how you verify and authenticate

Secure onboarding, eliminate passwords, and stop fraud on one platform. Schedule a demo and see it in action.

Request a demo

Talk to sales

Transform how you verify and authenticate

Secure onboarding, eliminate passwords, and stop fraud on one platform. Schedule a demo and see it in action.

Request a demo

Talk to sales