Freshsales

If you are Freshsales CRM user, here are the steps to add it to your Clodura account.

Prerequisites

How to generate Freshsales API Credentials?

• To begin with, create an account with Freshsales CRM- https://www.freshworks.com/freshsales-crm/signup/

• Activate your Freshsales account, login to your email and click on Activate your account button

• As a user, you need create a password for your freshsales account

• Complete the account registration by adding your contact number, username

• Click on Activate your account

• You will be navigated to the dashboard of your Freshsales account

• Click on the Profile picture

• Go to Settings

• Click on API settings tab

Adding Freshsales API Key in Clodura.AI

• Login to Clodura.AI platform

• Go to Setting-> CRM Integration

• Toggle button below Freshsales icon

• Paste the API Key copied from Freshsales here

• Add your CRM Domain name that you have used while signing up for Freshsales

(Note- User can find the CRM Domain Name in URL to - For example- https://cld.freshsales.io/personal-settings/api-settings)

• Click on Save

• You can see the pop-up, once Freshsales is connected to the Clodura suite

• Click on Ok

• Company Field Mapping and Contact Field Mapping section opens up

• Company Name, Name and Email are mandatory fields (Note: No two fields should be same)

• Click on Save

• Once the field mapping is successfully done, the pop-up window appears to notify. Click on Ok.

• Check for the button of Add/Update to Freshsales in your Clodura Account

• Now, you can add companies from Companies section to your Freshsales CRM.

Latest Features

Add/Update to Freshsales:

• Now, click on companies to search for your ideal buyer.

• To add the selected companies in your CRM database, below are the steps:

• Select the companies

• Click on Add/Update to Freshsales

• You can see the dropdown menu -

• Preferred contacts

• All Contacts

• Preferred contacts are the key contacts of the companies that you have selected as per the seniority level

• All Contacts means all the selected companies contacts will automatically get added to your CRM

Show Contacts:

• Select the companies and click on show contacts:

• Here, you select the companies and can also add them directly by clicking on Add/update to Freshsales

Add Company contacts

• Click on the person icon and you will be navigated to the contacts page for the selected company.

• From here, you can add the contact to the Freshsales CRM.