Freshsales (Coming Soon)

This integration is only available on Call Connector v2, and for users assigned to at least a Way Better license.

This integration is coming soon!

Connecting Freshsales

Sign into your Freshsales account.

In the top-right, click on your profile picture, and navigate to "Personal Settings".

Click on the "API" tab.

Copy your API key and bundle alias, and paste them into the authorization window in ion8 Connect.

The API settings page in Freshsales.

Auto-logged Events Module

All events are logged into Freshsales into a custom module called "Auto-logged Events". This module is automatically created by Call Connector, with no additional action required by you.

Auto-logged Events module as seen in the Freshsales sidebar.

Auto-logged Events module as seen in the contact navigation section.

The Auto-logged Events custom module page in Freshsales.

Automatic Contact Creation

Freshsales requires contacts to have email addresses. Therefore, if the contact from your telephony event (call, SMS, or fax) does not have an email address associated with them when Call Connector receives the telephony event data, Call Connector will be unable to create a new contact.

How Events Are Logged

Call

Calls are logged as Auto-logged Events, with the details of the call created as Note records associated with the Auto-Logged Event.

Call logged as an Auto-logged Event in Freshsales.

Activity (Notes) associated with a call logged as an Auto-logged Event in Freshsales.

SMS

Text (SMS) events are logged as Auto-logged Events.

SMS logged as an Auto-logged Event in Freshsales.

Activity (Notes) for an SMS logged as an Auto-logged Event in Freshsales.

Fax

Faxes are logged as Auto-logged Events. The file is uploaded to the Auto-logged Event and can be viewed in the Files tab.

Fax logged as an Auto-logged Event in Freshsales.

The Files tab for a Fax logged as an Auto-logged Event in Freshsales.

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