Before you can install Freshsuccess app in Freshworks CRM, you need to obtain an app authentication code. To get the code, follow these steps: 1. Log in to Freshsuccess 2. On the left-navigation bar, go to Settings > IT Administration 3. Click ‘App Configuration’ 4. From System, select ‘Freshworks CRM’ The app authentication code is displayed. You can click on the ‘Copy’ button to copy the code to clipboard. You are done with all steps within Freshsuccess for now To install the Freshsuccess app in Freshworks CRM, follow these steps: 1. Login to Freshworks CRM as a user with Account Admin role or similar** 2. On the left-navigation bar, go to Settings → Marketplace Apps 3. Select Freshsuccess from the list 4. You will be asked to enter the required information: - For Freshsuccess domain, enter your domain URL (e.g. acme.success.freshworks.com) - For app authentication code, paste the app authentication code from step 5 above. 5. Click Save to complete the app installation process **NOTE: The app will use the API key of the Freshworks CRM user who initially installs the app. It is recommended that this user have the following role permissions: Global scope to all contacts, deals, and accounts. View, edit, create, and delete permissions for each contacts, deals, and accounts. Without this criteria, the app can not function correctly.