Freshworks Marketplace

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Setmore

Understand Your Setmore Customers Better with Freshsales
Free
OverviewHow to install?Privacy & SecurityNew
Setmore automatically exports new customer contacts created in your account to your Freshsales target list. Keep your Freshsales client list updated with new Setmore customers to track user behavior, enhance conversion rates, seal high-velocity sales or spot the best leads.
The Setmore Freshsales integration helps you link your Setmore customer listing with your CRM easily. Once activated, new customer contacts created in your Setmore account will be pushed automatically to your Freshsales target list. This integration exports any customer contact added to your account from the Setmore Booking page, the admin calendar and any other Booking Page integration. Connect Setmore and Freshsales 1. From inside your Setmore account, click Apps & Integrations. Scroll down and click on the Freshsales CRM integration card. 2. In the Freshsales CRM integration window, click the Activate button on the left. 3. In the Freshsales authorization window, input your Freshsales sub domain name and the API key, then choose Continue Obtaining the Freshsales API key From inside your Freshsales account, click on your profile picture and choose Profile Settings. Click on the API Settings tab to view the API key. Copy and paste this key in the Freshsales authorization window in Setmore. Completing the Integration 4. After entering the API key, choose the Freshsales target list where customer contacts will be exported. 5. Next, map the contact fields by choosing which Setmore contact attributes will transfer into their corresponding Freshsales contact attributes. Click the Continue button at the bottom of the screen to proceed. 6. Test the target that has been set up to verify that the contact fields of Setmore and Freshsales are properly mapped. 7. Successful mapping will activate the integration and a confirmation pop-up message will appear in Setmore.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Info

Published by Setmore
about 6 years ago
Supported for

Categories

CRM & Sales  Data Sync & Migration

Other Resources

Please visit the vendor’s website for privacy policy and terms of use.
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