Freshsales integration

This is how you connect Freshsales CRM with the sipgate app for automatic contact synchronization and telephony.

Freshsales is a full-featured CRM and 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 telephone 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:

1

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.

2

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.

Tip: If the contacts do not load, please try pressing CTRL+R/CMD+R several times and wait a moment

freshsales_api.png

3

Confirm connection

You have successfully connected Freshsales and the sipgate app.

Note: Depending on the number of contacts to be integrated, it may take a few minutes until they are displayed in full.

Find or create the API key in the Freshsales account:

1

Open settings

Log in to your Freshsales account, click your user icon, and select "Settings".

2

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.

Important: The API key is only available from the paid PRO version of Freshsales.

sipgate-help-center-freshdesk.png

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

• In the first step you should the sipgate Click2Dial add-on for Chrome install and then start it.

• Open the customer manager in Freshsales, select a contact, and click 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 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 to activate it. 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 the sipgate app as the default.