Freshsales

Freshsales is an all-in-one CRM platform with sales and marketing automation, phone, and chat.

Connection Requirements

When connecting Freshsales within Glances, you will:

1. After adding Freshsales from your web Dashboard, click Connect
2. Enter your Freshsales CRM URL. This is the web address you use to log in to Freshsales, including https: preceding the URL.
   • If you are on the new domain format, please enter the domain including /sales.
   • If you are on the old domain format, please enter the entire domain. 
3. Enter your Freshsales API Key, which can be found using the steps below:
   1. Navigate to your Freshsales account
   2. Click Profile Settings
   3. Click API Settings
4. Copy/paste the API key and click Connect