Magento 2
Verified by FreshworksCheck your Lead/Contact orders from your Magento 2 store directly inside Freshsales.
Published by effy(about over 1 year 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.
Magento 2 app for Freshsales gives you an extra edge towards your eCommerce Leads and Contacts by sharing their existing Orders directly inside Freshsales, which helps you make better sales driven decisions and recognize the potential of your customers.
Note: Works only for Magento 2.x versions.
On every Lead/Contact Freshsales page, you're able to view their recent orders and specific order details to help gain more info about the connections.
Key features:
- List orders from all Magento stores in your account
- Filter Orders by Stores and Time
- Get details for each order inside Freshsales
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To access Magento customer details in Freshsales:
On Magento:
A new integration needs to be created inside the Magento Admin dashboard.
Steps:
1. Log in to Admin and click System > Integrations to display the Integrations page.
2. Click Add New Integration to display the New Integration page.
3. Enter a unique name for the integration in the Name field. Then enter your admin password in the Your Password field. Leave all other fields blank.
4. Click the API tab. Select "Custom" in resource access. Select "Sales", "Catalog", "Customers" and "Stores" from the resources tree.
4. Click Save to save your changes and return to the Integrations page.
5. Click the Activate link in the grid that corresponds to the newly-created integration.
6. Click Allow for allowing access to presented resources.
7. You'll be presented with API tokens. Copy "Access Token" into the clipboard.
On Freshsales:
Steps:
1. Go to Admin Section (from left sidebar)
2. Select Apps --> Magento.
3. Click on Install
4. In the app configuration page, enter the Shop Name and URL
5. Paste the Access Token, Store URL & Freshsales API key (available under Profile Settings > API Settings, accessible from top right menu) into their relevant fields.
6. Click on Enable
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 Freshsales Classic URL to proceed
https://
Proceed
Version History2.0 (October 2019)
No release notes found