If you need to figure out how to access the necessary Freshcaller credentials, head here for a detailed walkthrough.
To begin, head to the flow that you would like to add Freshcaller source.
Once you have selected what flow you want to enable the Freshcaller source in, you should go ahead and search for the Freshcaller tap in the Sources tab of hotglue.
Now search for Freshcaller and click on the resulting card to select it as a Source.
Now that we have selected Freshcaller as a source, we are going to put in the Organization Name and the API Key. If you don't know where to get these credentials, you can learn where to find them here.
Once you've entered your credentials, click the “Save" button.
And that's it! You have successfully linked to Freshcaller.
You now have added freshcaller as a data source for your flow. Next, you need to configure the mapping for your freshcaller data.
Click on the card to get started.
Click on “Customize field map”.
Once here, you can go and select what you want to bring in from the database you've connected. For this example, I am going to select the calls stream by clicking the corresponding edit icon.
You can now select specific fields identified in each Table to map in the Field Editor. Specific, multiple or all fields can be selected use the arrow in the middle to move those objects over to the Chosen column. Once you have selected which fields you want, you click Save button.
The edited table will be labeled as "updated" in green. You can repeat the process above for all the tables you want! Once done, go ahead and click the Save button.
Once you are done mapping any of the fields, click save. "Tables fields has been updated" message will be shown. Again click on "Save" button. You have finished configuring your mappings.
To get your credentials for FreshCaller, you are first going to need to log in to FreshCaller.
Enter account name and click on Proceed button.
Enter the credentials and sign in.
Dashboard will be shown. Click on Username and select Profile Settings.
You can get API Key and Organization Name.
You should now be able to copy the Freshcaller Organization Name and API Key into hotglue.
You have now gotten your credentials for FreshCaller!
Updated 6 months ago