The Ringover integration brings calls and SMS messages into Freshsales and helps your team identify callers from their contact details. This guide explains how to connect the accounts, configure the integration, and install the Ringover dialer app.
Prerequisites
Before connecting the accounts, make sure that:
- You have a Ringover Business account.
- You can connect the integration using an administrative or technical account in Ringover.
- You have a Freshsales administrator account.
How to integrate Ringover with Freshsales
1. Connect Freshsales to Ringover
You need your Freshsales account URL and API key to activate the integration.
- Go to your Freshsales settings and copy your API key.
- Go to the Ringover Dashboard integrations page.
- Click Freshsales.
- Enter your Freshsales URL and API key.
2. Configure the Freshsales integration
- Return to the Ringover Dashboard integrations page.
- Click Freshsales to open its settings.
- Choose which communications and contact information to log and synchronize.
- Call types: Choose which call types the integration processes.
- Include recordings in call logs: Choose whether to include recordings, voicemails, all files, or no audio files in call activities.
- Restrict access to recordings: Limit access to logged recordings to users with an active Ringover license.
- Phone numbers: Select the Ringover numbers whose calls are included in the integration.
- SMS messaging numbers: Select the Ringover numbers whose SMS messages are included in the integration.
- Custom phone fields: Specify the Freshsales phone fields used to match Contacts and SalesAccounts by number.
- Link users with an account: Match Ringover users with their Freshsales accounts.
- Assign missed IVR calls to: Choose the user assigned to missed IVR call activities.
- Log internal calls: Include calls between Ringover users in Freshsales call activities.
- Include Empower summaries and transcripts in call logs: Add available Empower summaries and transcript links to call activities.
- Log Empower meeting summaries: Add available Empower meeting summaries to Freshsales activities.
- Include scenario name in call logs (for incoming IVR calls): Add the IVR scenario name to incoming call activities.
- Logs display language: Select the language of automatically generated activity text.
- Custom URL: Enter the URL of your Freshsales instance for the integration.
- Log calls as: Choose how calls are logged in Freshsales, or select None to disable call logging.
- Log SMS messages as: Choose how SMS messages are logged in Freshsales, or select None to disable SMS logging.
- Link tags to activity type: Use Ringover call tags to determine the Freshsales activity type.
- Select list of updated contacts to sync: Choose the list used to synchronize updated Freshsales contacts.
- Select list of deleted contacts to sync: Choose the list used to synchronize deleted Freshsales contacts.
- Select list of updated accounts to sync: Choose the list used to synchronize updated Freshsales accounts.
- Select list of deleted accounts to sync: Choose the list used to synchronize deleted Freshsales accounts.
- Create contact for calls: Choose whether eligible calls without a matching contact create a Freshsales contact.
- Sync contacts (v4): Enable global synchronization of Freshsales contacts with Ringover.
- Sync contacts on a call-by-call basis: Synchronize a contact when you call them or when they call you.
- Display contact's info during call and only store their info if call-by-call basis is activated: Display matching Freshsales details during a call and store them in Ringover only when call-by-call synchronization is enabled.
- Mapped fields: Select the Freshsales fields displayed in the Info section of the Ringover dialer.
For more information, see How to configure your tool?
3. Install the Ringover dialer app in Freshsales
- Open a private browsing window.
- Sign in to your Freshsales administrator account.
- Go to Admin Settings → Marketplace Apps.
- Find the Ringover app and click Install.
- If prompted, enter your Freshworks instance URL and click Install again.
FAQ
Why do I see “Page Not Found” when installing the Ringover app in Freshsales?
Browser data may interfere with the installation flow. Try these steps:
- Open a private browsing window.
- Sign in to Freshsales with an account that has Account Admin privileges.
- Go to Admin Settings → Marketplace Apps.
- Try installing the Ringover app again.
If the issue persists, contact Freshworks Support at support@freshsales.io.
You can now use Ringover with Freshsales to access your communications from the CRM.