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

Prerequisites:#

How to generate Freshsales API Credentials?

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

Adding Freshsales API Key in Clodura.AI

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

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:

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.