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Freshsales

Integromat Integromat Updated January 21, 2021 13:47

Getting started with Freshsales

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.

Connecting the Freshsales service to Integromat

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.
  1. Log in to your Freshsales account:
    Freshsales Log In
  2. Click on your Profile picture in the top right corner and select Settings from the dropdown menu.
    mceclip1.png
  3. Click on the API SETTINGS tab.
  4. Click on the Copy button to copy the API key to your clipboard:
    mceclip2.png
  5. In Integromat, paste the copied key into the Your API Key field in the Freshsales connection's setup.

Now you can continue configuring the module and creating your scenario.

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