Integrate with Freshchat to chat with your Leads from Freshsales. After connecting your Freshchat account with Freshsales, you may: 1. Chat with those who visit your website and initiate a chat conversation. 2. Add them as Leads or Contacts in Freshsales. 3. Know if your Leads or Contacts are online. 4. Plan your future conversations based on the chat history.

1. In Freshsales, log in as an Admin and go to Admin Settings > Apps. 2. Connect to Freshchat integration. 3. You are directed to your Freshsales integrations page in your Freshchat account (if you are already logged in). 4. Else, login and get directed to this page. 5. Now, you need to authorize your Freshsales account. 6. Enter your Freshsales account’s API key and your portal’s URL(domain name). 7. After this, you are directed to the integration’s Settings page. 8. Here, you may add the following details: a. Primary fields: What information of the Lead or Contact needs to be shown on clicking their name in the Freshchat widget. By default, it’s prefilled with Owner & Updated at fields. You may change these or add more fields(Other fields) too. b. Other fields: To view more details(apart from Primary fields), add them under Other fields. c. Auto-creation of Lead or Contact: Enable this toggle to automatically add those who’ve engaged through Freshchat as Leads or Contact inside Freshsales. 9. Finally, Save your settings.