Freshworks CRM

Get started with the Freshworks source!

Obtain your credentials

If you don't know where to get your credentials for setting up a Freshworks CRM integration, you can learn where to find them here.

Enable the source

Head to the flow that you want to add the Freshworks CRM source.

This is the sources page where you should search for the Freshworks CRM connector.

Now that you've found the tap, click on the resulting card to select it as a Source.

Here is where you should put in your credentials for your Freshworks CRM 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 Freshworks CRM source!

Configure the field map

Now that you have connected your Freshworks CRM, you need to configure what data you want to pull.

You can do this by adjusting your Freshworks CRM Field Map. First, click on the Freshworks CRM card.

The first thing that you need to do is go ahead and click the Field Map button for the Freshworks CRM source.

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 accounts 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 Confirm 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. "Field map updated" message will be shown. Again click on "Save" button. You have finished configuring your mappings.

Obtain your Organization Name and API Key

Organization Name

The first thing you need to do is log in to Freshworks CRM.

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.

API Key

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 Freshworks API CRM Key! Go ahead and copy it into hotglue.


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