> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/freshsales-integration.md).

# Freshsales integration

Freshsales is a full-featured CRM & lead management software for sales teams, packed with features like 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 "Integrations" item.

Under "Integrations", search for "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 **company-org.myfreshworks.com**. The URL can also be found in your Freshsales account in the "API settings". Details can be found in the next chapter below 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**

This means 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 until they are fully displayed.
{% endhint %}
{% endstep %}
{% endstepper %}

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

{% stepper %}
{% step %}
**Open settings**

Log in to your Freshsales account, click 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 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 in the paid PRO version of Freshsales.
{% endhint %}

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

#### **How can you perform Click2Dial with phone numbers and the sipgate app?**

* In the first step you should [the sipgate Click2Dial add-on 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 **open sipgate**. This will open the sipgate app and dial 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 be opened in the associated app** This will immediately open the sipgate app when you click on a phone number.
* In Windows, if a different app than the sipgate app is suggested, 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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