Note: You need admin privileges in both SalesScreen and Freshsales to carry out this approach. The following entities are supported for synchronization to SalesScreen: Deals, Accounts, Contacts, Leads and Sales Activities (Tasks, Appointments & Call logs).
There are two prerequisites for integrating SalesScreen with Freshsales. The first one is that you need to have a SalesScreen subscription, and the second is that you need to have a Freshsales CRM subscription.
As an administrator, sign in to your Freshsales organization.
Find and copy your API Key
In Freshsales, every user has a unique API key that grants you access to a set of resources. The resources you have access to depends on your Freshsales user role. In order to sync Freshsales data to SalesScreen, for all users across your organization, it's important that your user has the administrator role in Freshsales.
SalesScreen will use your API Key to access and retrieve the relevant Freshsales data via the API.
Navigate to Settings > API Settings and Copy your API key.
NOTE: You might have to confirm that you're not a robot before the API key is presented.
Copy your organization's Freshsales Domain URL
Every Freshsales organization has its own unique Domain URL. It typically has the following format:
This URL can be found in your browser's URL field when signed in to Freshsales. Write down the URL in the same format described above.
To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.
Once there, go to Integrations and click on Integrate for Freshsales.
You'll be presented with a authorization form to confirm the integration.
Fill in your Freshsales API Key and Domain URL values in their respective fields.
As an extra security measure, we also ask that you fill in the email address associated with your Freshsales account.
Finally, click on Authorize Integration. SalesScreen will verify that your API Key, Domain URL and email values are correct.
After Successful Authentication
Import Freshsales Users [Optional]
If the authorization process is successful, you'll be presented with a list of your current Freshsales users. You can choose to import Freshsales users to SalesScreen, or map existing SalesScreen users to their Freshsales accounts. You can skip this step by clicking Continue to workflows.
Importing users will create SalesScreen accounts for them, and they will be mapped (connected) to their corresponding Freshsales accounts. Simply check the user(s) in the list and click Add Users.
Mapping existing users lets you connect a Freshsales user to an existing SalesScreen user due to their email or name being identical. Click on Map Existing and confirm the process.
The bottom line is, SalesScreen users must be mapped to their corresponding Freshsales user accounts in order to be credited with their Freshsales activities. They must also be part of a SalesScreen team (users are automatically placed on a default team when imported).
NOTE: You can manage Freshsales user import at any time from here:
Manage > Settings > Integrations > Manage Freshsales > Settings > Import Users
If you choose to import users, or skip the process by clicking Continue to workflows, you'll be taken to the workflows dashboard. This dashboard presents an overview of your current active and inactive workflows, and serves as the main integration dashboard.
The Freshsales workflow dashboard, showing active workflows.
A workflow dictates what type of records should be retrieved from Freshsales and visualized in SalesScreen. SalesScreen will retrieve the new or updated records from Freshsales on set intervals — usually, every 5 minutes.
Sync Freshsales won Deals and store them under the Deal activity type in SalesScreen, with the activity name "Won Deal". Credit the record to the Deal owner and store it on the Deal close date.
NOTE: Workflows can be created, modified, paused/resumed and terminated at will from the workflow dashboard. SalesScreen tech support is more than happy to help you configure your workflows based on the Freshsales data you want to sync to SalesScreen.
The dashboard can be found by navigating to Manage > Settings > Integrations > Manage Freshsales
or by going to this link:
Terminate the Integration
If you at any point wish to terminate the Freshsales integration, you can navigate here:
Manage > Settings > Integrations > Manage Freshsales > Settings > Terminate Integration
Terminating the integration will delete all workflows and SalesScreen will no longer be authorized to access your Freshsales data.