Create Freshsales connection
- Rohan Khalipe
Owned by Rohan Khalipe
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Freshsales connection
Connection properties:
Name | Mandatory | Description |
|---|---|---|
Connection Name | Yes | Name of the connection |
Description | No | Description of connection |
API Key | Yes | Access token of your account Please refer to how to retrieve Access Token & Domain name |
Domain Name | Yes | Domain Name of your account Please refer to how to retrieve Access Token & Domain name |
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Steps to create connection:
There are two ways to create connection -
Choose the Freshsales connector from Pipeline tab > add connection
Pipeline tab
b. Go to the Connections tab > add connection > from the dropdown select Freshsales.
Fill in the required details.
Click on the Test connection button to confirm.
Click Create connection.
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