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