If you don't know where to get your credentials for setting up a Freshsales integration, you can learn where to find them here.
Head to the flow that you want to add the Freshsales source to.
This is the sources page where you should search for the Freshsales connector.
Now that you've found the tap, click the corresponding Connect button.
Here is where you should put in your credentials for your Freshsales account. If you don't have these credentials or don't know where to find them, read the guide below.
Once you have finished putting in your credentials, click the Save button.
And that is it! You have linked the Freshsales source!
Now that you have connected your Freshsales, you need to configure what data you want to pull.
You can do this by adjusting your Freshsales Field Map. First, click on the Freshsales card.
The first thing that you need to do is go ahead and click the Field Map button for the Freshsales source.
Then to customize what data I want to pull, I can select the gear icon for one of the options. In this case, I am going to select the accounts table.
You can now determine what objects you want to pull. Go ahead and select all the objects you want to pull from the Available column, and use the arrow in the middle to pull those over to the Chosen column.
Once you are done selecting the fields you want to pull, click the Confirm button.
If you also want to bring in additional tables, repeat the process above until you've selected everything you want to pull. Once complete, just hit the save button, and you are done with mapping the fields you want to pull from Freshsales!
The first thing you need to do is log in to Freshsales.
Your home page should look something like this. On the top of your screen in the URL, you will see your organization name. It will follow the format of "ORGANIZATION NAME.myfreshworks.com/crm/sales". Go ahead and input the Organization Name into hotglue.
Now you need to find the API Key, go ahead and click on the personal icon in the top right hand corner.
From the resulting drop down, select the Settings page.
Now that you are on your Personal Settings page, head to the API Settings tab.
And here you have your Freshsales API Key! Go ahead and copy it into hotglue.
Updated 8 months ago