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Freshsales Integration

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

  1. Go to your WeConnect.Chat dashboard and select your bot. Then click on builder, go to Settings->Integrations.
  2. Click on More Apps, you will see all the list of Integrations.
  3. Click on Connect button.
  4. 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.
  5. Click Configure button
  6. Enable the Push Created Lead to CRM toggle and click on Configure button.
  7. Click the Next: Create Contact button
  8. In step 2: the Data Source tab will be Contacts by default.
  9. In the Field Mapping tab, no need to do anything. Click Save & Close.

Test the Integration

  1. Go to Conversation of the selected chat interface
  2. 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.
  3. Have a complete interaction with your chat interface.
  4. Check your fresh sales Contacts->People section. You should see that the data has been saved.

Disconnect the Integration

  1. Just click on the Disconnect button and your integration will get disconnected.


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