Freshsales is an all-in-one CRM platform with sales and marketing automation, phone, and chat.
When connecting Freshsales within Glances, you will:
- After adding Freshsales from your web Dashboard, click Connect
- 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.
- Enter your Freshsales API Key, which can be found using the steps below:
- Navigate to your Freshsales account
- Click Profile Settings
- Click API Settings
- Copy/paste the API key and click Connect