Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.
Connect WeConnect.Chat with Freshsales CRM
- Go to your WeConnect.Chat dashboard and select your bot. Then click on builder, go to Settings->Integrations.
- Click on More Apps, you will see all the list of Integrations.
- Click on Connect button.
- Enter Odoo credentials. There is a link (How to find this information) that explains everything. Test the connection, if all is okay then click connect button.
- Click Configure button
- Enable the Push Created Lead to CRM toggle and click on Configure button.
- Click the Next: Create Contact button
- In step 2: the Data Source tab will be Contacts by default.
In the Field Mapping tab, no need to do anything. Click Save & Close.
Test the Integration
- Go to Conversation of the selected chat interface
- Start lead-related components like Email, Number, Open Question, etc. And make sure you have enabled the Leads checkbox and the tag is selected and click the Save button.
- Have a complete interaction with your chat interface.
- Check your fresh sales Contacts->People section. You should see that the data has been saved.
Disconnect the Integration
- Just click on the Disconnect button and your integration will get disconnected.