Integration with FreshSales
This support article provides a detailed guide on how to seamlessly integrate CloudAgent with FreshSales CRM
Pre-Requisites
- Customers must have a FreshSales account to login & configure the integration.
Installation of Cloud Agent app
- Login to FreshSales account
- Click on the settings icon on the left navigation & select 'Admin Settings' as shown below
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- On the Admin Settings page, search for 'marketplace' and select 'Marketplace for CRM' app as shown below
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- Search for 'Ozonetel CloudAgent' in the marketplace apps as shown below
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Find the 'Ozonetel CloudAgent' app and Click on 'Install'
- Input the API key in the Ozonetel CloudAgent settings page
- Note: Follow the detailed 'Steps to get the API Key' section (last section below)
- Input the API key in the Ozonetel CloudAgent settings page
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The Ozonetel CloudAgent app is seen on the left navigation after successful installation (as shown below)
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- To customise the Ozonetel CloudAgent app, go to Admin Settings
- Select 'Marketplace for CRM' apps and click on Manage apps
- Select 'Go to Developer Portal' and click on 'New App'
- Select 'Custom App' and provide a name for the app
- Upload the zip file provided by Ozonetel and click 'Proceed'
- Upload the zip file provided by Ozonetel and click 'Proceed'
Steps to get the API Key
- Click on profile picture on the top right corner and click on 'Settings'
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- Select the 'API Settings' tab on the Settings page
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- Copy the API key fro the CRM API Details section
Updated 13 days ago