Freshsales CRM

To integrate the Freshsales CRM dialer with Smartflo, follow the below steps:

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.

Follow the steps below to acquire your Freshsales CRM domain and API token :

i. Log in to your Freshsales account.

ii. Click on the profile icon in the top-right corner.

iii. Click on the Settings in the drop-down menu.

iv. Click on the API Settings tab on the settings page and complete the captcha verification.

v. Copy the API key/token and the domain (till .com).

The copied API key/token and domain are to be entered in the dialog box in the forthcoming steps.

Click on the Settings tab and then click the Configure button in the Freshsales CRM Account Authorization section.

Enter the API key/token (acquired in step 5) and Freshsales CRM domain in the pop-up dialog box and click on the Authorize button.

Note: Add https:// before your domain to avoid getting an invalid URL error.

Your Freshsales account is now authorized.

Now on the settings page, click on the Configure button in the Dialer Campaign Configurations section.

In the pop-up dialog box, select your Campaign (campaign name) and Save New Call As either account or contact. You can add multiple campaigns by clicking on the Add Campaign button. Once you're done adding campaigns, click on the Save button.

Note: When choosing a dialer campaign, keep the following points in mind. Otherwise, you may encounter errors.

i. Dialer campaign should not contain multiple lead lists.

ii. Dialer campaign should be configured with the same lead list for outbound, manual, and inbound calls.

iii. Dialer campaign should have its Agent Wise Lead List feature disabled.

Now on the settings page, click on the Configure button in the Lead Map & Sync section.

Follow the below steps:

i. Select the Campaign, Salesforce Vertical, and Entity List for Mapping.

ii. Select the CRM fields to be mapped with the campaign lead list fields.

iii. Select the additional CRM fields to be added to the lead list from the Add CRM Fields to Lead List menu.

iv. Click on Map and Sync.

Your lead lists have been mapped.

Note: Make sure that the lead list is empty before mapping it.

To find out how to add lead lists click here.

On the settings page, click on the Configure button in the Agents Access section.

Select the agents to whom you want to grant CRM integration Access; you can also select the option to generate Auto Tickets.

Note: Toggling Auto Tickets will generate an automatic log at the agent's end as soon as a call is ended.

Sign out from the Smartflo Admin account.

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

Click on More Details in the Freshsales integration section.

In the Freshsales CRM Account Authorization section, click on the Configure button.

Enter the API key/token (acquired in step 5) and Freshsales CRM domain in the pop-up dialog box and click on the Authorize button.

Move over to your Freshsales account, click on launchpad from the side navigation panel, search apps and click on more apps.

Click on the Go to Developer Portal button in the top-right corner.

Choose your Freshsales account.

Click on the Explore Later button on the get started page.

Click on New App button.

Assign a name to your application, click on the Custom App button, select your package, Upload and click on Proceed.

Note: As of now you can get your Freshsales package by contacting our support team, the package will be available on the portal/marketplace in future updates.

Fill out the necessary details and click on Save and Publish.

The app has now been published.

Go back to Marketplace on your Freshsales account and click on Manage Apps button in the top-right corner.

Click on the Custom apps tab and install the Dialer application.

Click on the dialer application logo which is now visible at the bottom of the left side navigation panel.

Select the Campaign and click on Proceed to Panel.

Freshsales CRM dialer has been successfully integrated with Smartflo.