# Freshsales integration

Freshsales is a full-featured CRM & lead management software for sales teams, packed with features such as integrated telephony, integrated email, user behavior tracking, deal management, reporting, and much more.

With sipgate, you can make calls directly in Freshsales and use your contacts in the sipgate app. This way, you always see who is calling and don't have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

Connect sipgate and Freshsales and benefit from automatic contact synchronization. All changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Freshsales.

#### **Integration of Freshsales in the sipgate app:**

{% stepper %}
{% step %}
**Select integration**

In the sipgate app, click the gear icon on the left and select the item "Integrations".

Under "Integrations", find the entry "Freshsales" and click the "Connect with Freshsales" button. ![freshsales.png](/files/025e38da2b8e18d97e7a58e99d45d029efdedc98)
{% endstep %}

{% step %}
**Enter API data**

Please enter the required API key and API URL. Please use the required API key and API URL **firma-org.myfreshworks.com**. You can also find the URL in your Freshsales account under "API settings". Details can be found in the next chapter further down on this page.

{% hint style="info" %}
**Tip:** If the contacts are not loading, please try pressing CTRL+R/CMD+R several times and wait a moment
{% endhint %}

![freshsales\_api.png](/files/acf29007100626b0d01d82c01977c1f40c0c9c00)
{% endstep %}

{% step %}
**Confirm connection**

You have successfully connected Freshsales and the sipgate app.

{% hint style="info" %}
Note: Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.
{% endhint %}
{% endstep %}
{% endstepper %}

#### **Find or create API key in the Freshsales account:**

{% stepper %}
{% step %}
**Open Settings**

Log in to your Freshsales account, click on your user icon and select "Settings". ![freshsales1.png](/files/3cfbc3ce628d87cea4d993ac463ce078b1dc0b6e)
{% endstep %}

{% step %}
**Copy API key**

Now select the menu item "API settings": Here you will find the required API key under "Your API key" or you can regenerate or reset the key here.

Under "Your bundle alias" you will find the API URL required for setup.

{% hint style="warning" %}
Important: The API key is only available starting with the paid PRO version of Freshsales.
{% endhint %}

![sipgate-help-center-freshdesk.png](/files/66785f483010797410c20036497cf4e5724b15ef)
{% endstep %}
{% endstepper %}

#### **How can Click2Dial with phone numbers and the sipgate app be used?**

* In the first step, you should [the sipgate Click2Dial addon for Chrome](https://chromewebstore.google.com/detail/sipgate-app-click2dial/meocbidedjibjdlhfjgplpogklmbhbko?hl=de\&pli=1) install it and then start it.
* Open the customer manager in Freshsales, select a contact, and click on the contact's phone number.
* A prompt appears in the web browser asking whether the phone number should be opened via an application.
* If the sipgate app is already your preferred application, simply click on **Open sipgate**. This opens the sipgate app and dials the phone number.
* If you do not want to confirm the selection every time, you can enable the option in Google Chrome **Always allow links of this type to open in the associated app** . This will open the sipgate app immediately when you click a phone number.
* On Windows, if another app is suggested instead of the sipgate app, go to **Windows ➔ Default apps ➔ Choose defaults by link type** and set **Tel: sipgate App** as the default.
* On a Mac device, go to **Facetime ➔ Settings ➔ General ➔ Default for calls** and set sipgate app as the default.


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