With our FreshworksCRM integration model, you'll be able to integrate data with any 3rd app SyncSpider supports, either on schedule- at specific intervals, or on successful completion of a different task.
Log in to your SyncSpider account and click on the option ‘Integrations’ on the left side of the screen as shown in the screenshot below.
Here you can see all the integrations offered by SyncSpider. Select Freshsales application from the list.
Or use the search bar to find it easily:
P.S. You can add new integration while Creating a task as well.
After selecting Freshsales, enter the integration name (mandatory) and description (optional) then click on the Next button.
NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.
Here you need to provide the Freshsales domain name and the API key for the integration.
This API key has to be entered so that it facilitates the integration between Sync Spider and Freshsales.
To obtain the domain name, you need to go to the Freshsales Dashboard and copy the URL, as shown in the picture below. Simply paste it where you were prompted to in Step 4.
To generate the API key, you need to go to the Freshsales platform and click on your profile found on the upper-right side of the screen. Then, click on Settings.
Now, click on API settings as shown in the screenshot. The API key is now visible. Simply copy it and paste it where you were prompted to in Step 4.
The integration is successful!!
FreshworksCRM is just one of the tools we support!
To check the list of the tools we support, please click here.
If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)
We develop the integrations based on the requests and up-votes :)