Freshsales is a CRM tool which works through a Cloud-based solution, aiming to assist sales agents and marketing teams working for companies from various sectors, aiming to improvement management processes for existing and prospective customers. What Ringover adds to the mix is precious timesaving.
The integration of calls into Freshsales allows you to:
- Easily pull up your calls and SMS messages connected in Freshsales
- Discover our integrated Ringover Dialer💁
- Identify who is calling you and quickly access the contact's information thanks to our contact syncing feature
- Tag and comment on calls in Ringover and pull up the tagged and commented call in Freshsales
- Calls can be defined with a note or identified as a task to do, so you have further indications as to whether calls constitute new tasks, require an update or are completed.
So, let’s take a look at how to integrate Freshsales!
Prerequisites:
- You must have a Ringover Business or Advanced account to benefit from this integration 💳
- The integration must be performed by an administrative or technical account in Ringover 👨💼
- L'intégration doit se faire avec compte administrateur de Freshsales.
Activation
- Head to your Ringover Dashboard > Integrations,
- Click on “Activate”, opposite “FreshSales”,
- And then enter your FreshSales URL and the API key for your account (go to your FreshSales settings to find this).
Configure your Freshsales Integration
Customize the behavior of the integration based on your requirements through the settings. To do this, go back to Dashboard>Store>Integration and click on 'Configure' next to Freshsales.
For more information on the configuration, check out our dedicated section "How to configure your tool?"
There you go, your integration is all sorted! 🎉