Freshsales is an all-in-one CRM platform with sales and marketing automation, phone, and chat. With Glances, you'll get instant access to contact and lead data, such as account details, activities for a record, deals, email and phone conversations, and notes. With My Daily Glances, you'll also be able to keep tabs on your upcoming deals so no sales are left on the table.
To connect Freshsales, you will:
- From your account glances.com, click Connect on the Freshsales app tile. (If you don't see the Freshsales tile, you can quickly add it by clicking + under My Apps.)
- 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
Once connected, you can search for Freshsales data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.