Pre-Requisites

• Customers must have a FreshSales account to login & configure the integration.

Installation of Cloud Agent app

1. Login to FreshSales account
2. Click on the settings icon on the left navigation & select 'Admin Settings' as shown below
   

3. On the Admin Settings page, search for 'marketplace' and select 'Marketplace for CRM' app as shown below

4. Search for 'Ozonetel CloudAgent' in the marketplace apps as shown below

5. Find the 'Ozonetel CloudAgent' app and Click on 'Install'

   

   1. Input the API key in the Ozonetel CloudAgent settings page
      1. Note: Follow the detailed 'Steps to get the API Key' section (last section below)

6. The Ozonetel CloudAgent app is seen on the left navigation after successful installation (as shown below)

7. To customise the Ozonetel CloudAgent app, go to Admin Settings
   1. Select 'Marketplace for CRM' apps and click on Manage apps
   2. Select 'Go to Developer Portal' and click on 'New App'
      
      
   3. Select 'Custom App' and provide a name for the app
      1. Upload the zip file provided by Ozonetel and click 'Proceed'
         

Steps to get the API Key

1. Click on profile picture on the top right corner and click on 'Settings'

2. Select the 'API Settings' tab on the Settings page

3. Copy the API key fro the CRM API Details section