If you are using Freshsales as your CRM for your sales team, you can easily integrate your Freshsales account with Freshchat. With this integration, you can easily follow up on leads that are created from a conversation in Freshchat.
Here is how you integrate Freshsales with Freshchat
- Login as a Owner to your Freshchat account
- Go to Settings -> Integrations and click the toggle button to enable the Freshsales integration.
- You’d be asked to enter your Freshsales domain name and API key. Here’s how you find your API key.
- Copy and paste the API key and hit Connect when you are done.
Here is how you configure Freshsales in Freshchat.