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Use of Freshworks CRM

Convertalk integrates with Freshworks CRM to enhance lead management and automate customer engagement. By combining Convertalk’s AI-driven chatbot with Freshworks CRM’s customer relationship tools, businesses can automatically capture and qualify leads, streamline communication, and schedule follow-ups. This integration ensures that sales teams have real-time access to customer data, improving their ability to close deals and nurture relationships effectively.

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Benefits of using Freshworks CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot interactions, syncing them with Freshworks CRM.
  • Seamless Data Synchronization: Ensure real-time updates to customer and lead data, keeping your CRM accurate and up-to-date.
  • Personalized Engagement: Use insights from Freshworks CRM to provide tailored responses and follow-ups through Convertalk.
  • Streamlined Sales Workflow: Automate tasks like lead entry, follow-ups, and ticket creation, increasing team productivity and response times.

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, select the Bot you want to integrate with Freshworks CRM.
  2. Now, click the**‘Integrate Tab.’**

  3. The integrate window will open up. make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
  5. Now find Freshworks CRM By:-
    1. Either scrolling down the list
    2. Or by typing in ‘Freshworks CRM’ in the search box with the placeholder “search integration by name.”
  6. Now click on the ‘Connect’ button as shown below

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. Now Click On The ‘Connect’ button As Shown Below

  2. To complete the process, you need to fill out two details:-
    • Your Freshworks CRM Domain
    • API Token

  3. Freshworks CRM Domain:-
  4. You can easily find your domain in your browser’s search bar when you log in to your Freshworks Account.
  5. It’s in the format:- https://yourcompany.myfreshworks.com.
  6. Here ‘your_company’ will be replaced by the name of your organization.

  7. Freshworks CRM API Token:-
    • To obtain your API token:-
    • Click Your Profile Icon and Navigate To Settings

    • Click on the API settings Tab and Fill out The Captcha.

    • After you verify you are a human, your API key will become visible. Copy and paste the key back on Convertalk

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Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. After filling out the details, click Connect.

  2. Look for the notification “Updated Successfully” for confirmation.

  3. Also, your Freshworks CRM integration will show the message **Installed **in the Integration List.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and FreshWorks CRMand complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard and in the Freshworks CRM you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to FreshWorks CRM, it may be due to multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan..