To use any of the Freshsales modules, you need to connect your Freshsales account to Integromat. If you do not have a Freshsales account yet, you can create one at Freshsales.io.
To connect your Freshsales account to Integromat, follow the general instructions for Connecting to services. When setting up the connection, you will be asked to provide the following information:
Your CRM domain name | CRM Domain Name is the one you use to log in at Freshsales website (without the .freshsales.io ). |
Your API Key | To get the API key, follow the instructions below. |
Now you can continue configuring the module and creating your scenario.