Freshsales Contacts Sync
Verified by FreshworksCompanion app for the Freshservice app on Freshsales Classic to enable company and contact sync.
Published by agiratech(about over 4 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
This is a companion app for the Freshservice app on the Freshsales Classic Marketplace. It helps you sync Companies and Contacts from Freshservice to Accounts and Contacts in Freshsales Classic, each time a ticket is created or updated in Freshservice. You will need to follow the prerequisites and installation steps, and then configure mappings between fields in Freshservice and Freshsales Classic.
Prerequisites
To install the Freshsales Contacts Sync app in Freshservice, you need to obtain the Freshservice and Freshsales Classic API keys.
Freshsales Classic API Key
1. Log in to Freshsales Classic, click your profile image at the top-right corner.
2. Select Settings.
3. Select the API settings tab on the Settings page. You'll find your API key on the API Settings tab. Resolve the captcha and copy the API key to your clipboard.
Freshservice API Key
1. Log in to Freshservice, click your profile image at the top-right corner.
2. Select Profile Settings.
3. The API key is available on the right side of the panel. Resolve the captcha and copy the API key to your clipboard.
App Installation
1. Log in to your Freshservice account as an administrator.
2. Navigate to Admin→Settings → Apps → Get More Apps.
3. Search for the Freshsales Contacts Sync app and click Install.
4. On the app settings page, enter your Freshservice and Freshsales Classic subdomain, API keys, and select the Sync Option.
5. Click Authenticate.
6. On the next page, map the Freshservice fields with the Freshsales Classic fields.
7. Click Install.
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
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
Log in to install this app
Enter your Freshservice URL to proceed
https://
Proceed
Version History
This is the first version. Release notes not yet available.