Setup and installation 1)Login to your ActiveDEMAND account: https://www2.activedemand.com/s/freshworks-ad-login In your CRM Step 1: Click your account icon (Letter on the top right toolbar), select [Settings], click the [API Settings] You will be provided with an API Key Copy the API Token In ActiveDEMAND Step 1: Browse to Administration->Account Settings. Click on the 'Integrations' tab. Step 2: Whenever a contact is pushed to your CRM from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in your CRM. You must set this mapping up for ActiveDEMAND to know which fields to update in your CRM. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab. You can map ActiveDEMAND fields to your CRM Fields. In ActiveDEMAND Step 1: In ActiveDEMAND, under Automation->Lead Processing you can customize your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions. NOTE: If your Sales Lead Notifications workflow is read-only, send an email to support@activedemand.com, they will add the CRM workflow element to your workflow for you. This action will give you the ability to post/update a contact in your CRM. In ActiveDEMAND Importing Contacts From your CRM -> ActiveDEMAND After your CRM has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from your CRM. You will be given full control over what to do if contacts exist, what fields map to what, etc. Automatically update contacts in ActiveDEMAND from your CRM One of the more powerful features of the ActiveDEMAND-your CRM integration is the ability to update contacts in ActiveDEMAND automatically. To automatically push changes from your CRM to ActiveDEMAND, use the contact import scheduler (Contacts->CRM Contact Updates ). your CRM will update ActiveDEMAND on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND. Full step-by-step instructions on enabling your ActiveDEMAND / your CRM integration can be found here: https://www2.activedemand.com/s/freshworks-crm-integration