Freshsales

Follow these steps to connect Freshsales via the StackOne Hub successfully.

Ensure you have Admin privileges within your Freshsales organization.

If you’ve been directed to StackOne to integrate with Freshsales, the following steps will help you understand the process and any necessary actions to configure successful integration.

This guidance assumes that you are an Organization Admin within Freshsales.

Get your Freshsales Company Domain

1. Find Your Company Domain

   This is the same as the CRM domain name required to log in to your Freshsales account. This is also available in the URL when logged into Freshsales.

   Example: If the URL when logged in is https://mycompany.myfreshworks.com/, then your Company Domain is mycompany.

   

Get your Freshsales API Token

1. Access API Settings

   While logged in to your Freshsales account, click your profile icon in the top right, then click Settings.

   
2. Navigate to API Settings

   From Personal Settings, click API Settings in the top navigation bar.

   
3. Copy API Key

   Under CRM API DETAILS, copy your API Key and store it safely.

   

Connecting to StackOne

1. Enter Credentials

   Upon reaching the Link Account page, enter the API Key and Company Domain from the previous steps.

2. Connect

   Proceed by clicking the Connect button.

Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing [e-mail]. We’re always here to assist you!

Available data

This integration has the following IAM Resources available from the provider:

• Users
• Roles

Useful Links

API Reference

https://developer.freshsales.io/api/#introduction