Freshsales

Check out the below video to know the integration process of Freshsales CRM with Smartflo.

By integrating Freshsales CRM with Smartflo, your support team can significantly boost their productivity through improved call handling and enhanced CRM experience. This powerful integration offers a range of highly effective features designed to streamline your call-related activities within the CRM platform. With Freshsales CRM for Smartflo, your business gains an edge in productivity, enabling your team to optimize their workflows and achieve greater efficiency in managing customer interactions.

Follow the steps below to integrate Smartflo with Freshsales Suite.

Click on Integrations under the Services tab on the side navigation panel.

Move over to the Freshsales integration section and click on Enable.

Once enabled, click on More Details.

Enable the CRM.

Select the User and enter Domain and API Token and click on Save.

To obtain the domain name, simply copy the URL of your Freshsales account up to the "/sales".

Follow the below-mentioned steps if you want to fetch API Token:

a. Login to your Freshsales account.

b. Go to Profile in the top-right corner and click Settings.

c. Go to API Settings and copy the API token.

You will be notified of successful integration.

Click on 🚀 Launchpad.

Search for “app” and click on More apps.

Click on Go to Developer Portal.

Select Freshsales.

Click on New App.

To create a new app, select Custom App, give it a Name, upload the necessary App file, and click on Proceed.

Fill the necessary details and click on Save and Publish.

When prompted to proceed ahead, click on Continue to Save and Publish.

Once the app is successfully published, it will reflect on the dashboard.

Go to Apps Marketplace (same as Step 10) dashboard and click on Manage Apps.

Go to Custom Apps and click on Install.

You’ll be notified of successful installation.

Once the app is successfully setup, the following icon will be visible on the left navigation bar.

On clicking the app icon, you can see that Smartflo has been integrated with Freahsales and is ready for use. Log In to start making calls with Smartflo.

How to Use The Integration

Freshsales integration provides the below-listed functionalities of Smartflo.

Click To Call (Outbound Calls)
Agent Extension
Call Notes or Call Description
Call Detail Records
Call Disposition
Auto-ticketing

While integrating with Freshsales for a user, it allows you to integrate with Extension or Mobile and also allows you to enable Auto-Ticketing.

Follow the steps below to start using Freshsales on Smartflo.

Log In to the app.

To use the Click to Call functionality, Click on the Dialpad icon in the bottom pane. Dial the number of your choice.

After successful login, you can start making and receiving calls.

Integration with Freshsales also allows you to add call notes and also select the disposition (if auto-ticketing is not enabled).

You can access the lead information by selecting Contacts.


Field	Description
Name	Gives the name of the lead.
Email	Gives the email of the lead.
Work	The user can add his required value.
Next Activity	The user can schedule any activity associated with the lead by adding a task for it (refer to the image below).
Score	Gives the engagement score with the lead.
Tag	Any tag can be added to distinguish among various leads.
Sales Owner	Gives the agent associated with the lead.
Status	Gives the status of the lead.
Accounts
+	enables you to add further new fields as per requirement.

You can also access the Call Detail Record for a new lead.


Field	Description
Call Type	Whether the call is inbound or outbound.
Outcome	Gives the outcome of the call.
Associate this phone call with?	Whether the call is associated with existing contact, account, or deal.
Name	Gives the name of the lead.
Notes	Gives the following details about the call: Time DID From To Call Type Notes Call Status Call Duration Call Id Call Recording

You can also view the Call History.