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Create Freshsales v2 connection

Create Freshsales v2 connection

Owned by Neha Awalwar
Dec 09, 2024
1 min read
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Freshsales v2 Connection

Connection properties:

Name

Mandatory

Description

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

Steps to create connection:

  1. There are two ways to create connection -

    1. Choose the Freshsales v2 connector from Pipeline tab > add connection.

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Pipeline tab

b. Go to the Connections tab > add connection > from the dropdown select Freshsales v2.

  1. Fill in the required details.

  2. Click on the Test connection button to confirm.

  3. Click Create connection.