Freshsales is a CRM and is part of the broader Freshwork suite. With Freshpaint and Freshsales together, you can sync users in Freshpaint to contacts and leads in Freshsales.
To set up the Freshsales integration, do the following steps:
- 1.Go to Freshsales and navigate to Settings > API Settings.
- 2.Copy and paste your API Key, along with your Freshsales subdomain into Freshpaint.
When you call freshpaint.identify, Freshpaint will create or update either a lead or a contact in Freshsales. In order for Freshsales to properly merge users together, you must use
By default, Freshpaint will create users as leads. If you would like to create users as contacts instead pass the property:
Events sent to Freshsales will show up as sales activities. In order for an event to show up as a sales activity, Freshsales needs a few things:
Events must have one of the following:
1. The event has a
"sales_activity_type_id": <number>property corresponding to one of the default sales activity types or a custom sales activity type you've created in your account. Note the value must be a number.
2. The name of the event must match the internal name of a sales activity type.
In order for Freshsales to properly associate the sales activity with a user in Freshsales, you must first identify the user with the email of the user.
By default, Freshpaint will attach the sales activity to a lead with the user's email. If you add the property
"fs_contact": trueas an event property, Freshpaint will attach the event to a contact with the user's email instead.