Freshsales (formerly Freshworks CRM) is an intuitive CRM with built-in phone and email, tasks, appointments, and notes, that help sales reps do hassle-free prospects.
Set up a connection
This video demonstrates creating a Freshsales connection.
After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings.
|Name your connection*
|Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections that you’ve created.
|Enter your Freshsales subdomain. For example, if your Freshsales account is located at
https://test96529.myfreshworks.com/crm/sales/,then test96529 is your subdomain., then
test96529 is the subdomain.
|Enter your Freshsales API key.
Multiple layers of protection, including AES 256 encryption, are in place to keep your API key safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.
How to retrieve the API key
Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see custom universal connector documentation.
- Sign in to your Freshsales account.
- Click on your profile picture at the top right corner of your portal.
- Click the Pencil icon to navigate to Personal settings > API settings.
- Copy API key.