Freshsales

Overview

The Freshsales integration connects your Freshsales account to Oneleet and syncs its users, so Oneleet can track who has access to your CRM.

What does Oneleet monitor?

• Freshsales users, including whether they’ve been deactivated

Freshsales’s API doesn’t report user roles or whether a user has two-factor authentication enabled, so Oneleet can’t check them.

Setup

To set up the Freshsales integration, navigate to Integrations > Add integration > Freshsales and click Continue.

Oneleet requires a Freshsales API key and your bundle alias’s subdomain. The key acts with the permissions of the user it belongs to, so copy it as an account admin.

Finding your API key and bundle alias

1. In Freshsales, click your profile picture in the top right and choose Personal settings
2. Open the API tab (API Settings), then confirm the reCAPTCHA if prompted
3. Under CRM API details, copy Your API key
4. Copy Your bundle alias, e.g. acme.myfreshworks.com/crm/sales. The subdomain is the part before .myfreshworks.com, e.g. acme

For more information, see the Freshsales API documentation.

Connecting to Oneleet

1. Enter the bundle alias subdomain
2. Paste the API key
3. Click Submit