Note
You must be an administrator in SalesScreen and Freshsales.
Supported Freshsales entities are Deals, Accounts, Contacts, Leads and Sales activities (Tasks, Appointments and Call logs).
Prerequisites
You need:
An active SalesScreen subscription
An active Freshsales CRM subscription
In Freshsales
Sign in to your Freshsales organization as an administrator.
Find and copy your API key
Each Freshsales user has a unique API key that controls which resources they can access.
To sync data for your whole organization your user should have the administrator role.
Go to Settings > API Settings.
Locate Your API key and click Copy.
SalesScreen will use this key to retrieve Freshsales data through the API.
Copy your Freshsales Domain URL
Every Freshsales org has a unique domain for example
While signed in to Freshsales look at the browser address bar.
Copy the full domain URL in the format shown above.
In SalesScreen
Sign in to SalesScreen with an admin user.
Click Manage in the left menu then select Settings.
If you do not see Manage you are not signed in as an admin.
In Settings choose Integrations.
Find Freshsales in the list and click Integrate.
An authorization form for the Freshsales integration appears.
Fill in the fields:API key – the Freshsales API key you copied
Domain URL – your Freshsales domain for example https://mydomainname.freshsales.io
Provide your email – the email address associated with your Freshsales account
Click Authorize Integration.
SalesScreen verifies that the API key, domain URL and email are valid.
After successful authentication
Import Freshsales users (optional)
If authorization succeeds you see a list of Freshsales users.
You can:
Import Freshsales users into SalesScreen
Map existing SalesScreen users to Freshsales users
Skip this step by clicking Continue to workflows
Import users
Select the user or users you want to import by checking the Include box.
Click Add Users.
Importing users creates SalesScreen accounts for them and automatically maps the accounts to their Freshsales users.
Map existing users
If a SalesScreen user already exists you can connect them to a Freshsales user when their email or name matches. Click Map Existing and confirm.
For activities to be credited correctly:
Each SalesScreen user must be mapped to their Freshsales user
Each SalesScreen user must belong to a team
(imported users are placed on a default team)
You can manage user import at any time from here :
Manage > Settings > Integrations > Manage Freshsales > Settings > Import Users
Workflows
After importing users or clicking Continue to workflows you arrive at the workflows dashboard.
This dashboard shows your active and inactive workflows and is the main control panel for the integration.
A workflow specifies which Freshsales records are pulled into SalesScreen and how they are stored.
SalesScreen retrieves new or updated records from Freshsales at regular intervals usually every 5 minutes.
Example workflow
Sync Freshsales won Deals
Store them under the Deal activity type in SalesScreen with the activity name Won Deal
Credit the record to the Deal owner
Use the Deal close date as the activity date
You can create, modify, pause, resume and terminate workflows from the workflows dashboard.
SalesScreen support can help you configure workflows that match the Freshsales data you want to sync.
You can open the workflow dashboard from:
Manage > Settings > Integrations > Manage Freshsales
or by using this direct link:
Terminate the integration
If you want to stop using the Freshsales integration:
Go to Manage > Settings > Integrations > Manage Freshsales > Settings > Terminate Integration or Click the Link .
Terminating the integration:
Deletes all Freshsales workflows
Revokes SalesScreen access to your Freshsales data