🧭 Table of Contents

• Overview
• Prerequisites for Integration
• Configuration Steps
• Final Checklist
• FAQs
• Related Articles

🧠 Overview

Integrating FreshSales CRM with MyOperator allows you to seamlessly track call activities, manage lead assignments, and improve team collaboration. To ensure a smooth integration, there are several prerequisites and configuration steps that must be followed. These steps will guarantee that call logs, activity tracking, and lead assignment are working as intended.

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🔑 Prerequisites for Integration

To successfully integrate FreshSales CRM with MyOperator, you must complete the following steps:

1️⃣ Enable AfterCall Webhook in MyOperator

• This step is critical to ensure that post-call activities (like call duration, outcome, etc.) are logged in FreshSales CRM.
• Navigate to MyOperator → Manage → Webhooks and enable the AfterCall Webhook feature.

2️⃣ Enable Click-to-Call Feature (Optional but Recommended)

• Enabling Click-to-Call in MyOperator allows agents to initiate calls directly from within FreshSales CRM, streamlining the workflow.
• Make sure this option is enabled in the MyOperator panel, especially if you want agents to make calls directly from the CRM.

3️⃣ Ensure Email ID Match Across Platforms

• The email addresses used in FreshSales CRM and MyOperator must match exactly (case-sensitive).
• This ensures proper syncing of user profiles and call data across both platforms.

4️⃣ Obtain FreshSales API Credentials

You will need the following FreshSales credentials to complete the integration:

• FreshSales Domain
• API Token
  To retrieve these:
• Go to FreshSales → Settings → API Settings.
• Copy the Domain and API Token.

5️⃣ Get Your MyOperator Credentials

The following credentials are required from MyOperator:

• Company ID: Found under MyOperator → Manage → API Integration.
• Secret Key: Located in the same section.
• Public IVR ID: Available in the campaign section of MyOperator.

6️⃣ Set Dialing Method to Serial-wise or Balanced

• Simultaneous dialing mode is not supported for proper lead assignment in this integration.
• Set the dialing mode to Serial-wise or Balanced for optimal integration performance.

Goal: Ensure all required credentials and settings are in place for a seamless integration experience.

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⚙️ Configuration Steps

Follow these steps to configure the integration between FreshSales CRM and MyOperator:

Step 1: Enable Required Features

• Log into MyOperator and enable the AfterCall Webhook and Click-to-Call features.
• Confirm that your email addresses in both platforms match.

Step 2: Obtain API Credentials

• Retrieve the API Token and Domain from FreshSales.
• Collect the Company ID, Secret Key, and Public IVR ID from MyOperator.

Step 3: Set Dialing Method

• Ensure the dialing method in MyOperator is set to Serial-wise or Balanced.

Step 4: Test the Integration

• Once you have completed the configuration, perform test calls to ensure that call activities are logged in FreshSales CRM and that Click-to-Call is working as expected.

Goal: Verifying each configuration step ensures a smooth integration and prevents potential issues down the line.

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✅ Final Checklist

Before going live with the integration, confirm that you have completed the following:

• ✅ AfterCall Webhook and Click-to-Call are enabled in MyOperator.
• ✅ Email IDs in FreshSales CRM and MyOperator match exactly.
• ✅ API Token and Domain obtained from FreshSales.
• ✅ Company ID, Secret Key, and Public IVR ID obtained from MyOperator.
• ✅ Dialing Method is set to Serial-wise or Balanced.
• ✅ Tested the integration and confirmed call logs are syncing properly.

Goal: Ensure everything is configured and tested before the integration goes live.

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❓ FAQs

Q1. Why do I need to match the email ID between FreshSales and MyOperator?
A. The email addresses must match to ensure that user profiles and call data are correctly synchronized between both platforms. A mismatch can lead to data syncing issues.

Q2. Is the Click-to-Call feature mandatory for integration?
A. No, it is optional. However, enabling Click-to-Call allows agents to initiate calls directly from FreshSales, improving workflow efficiency.

Q3. How do I obtain my FreshSales API Token and Domain?
A. Go to FreshSales → Settings → API Settings, where you can find and copy both the API Token and Domain for use in the integration.

Q4. What happens if I set the dialing method to Simultaneous instead of Serial-wise or Balanced?
A. Simultaneous dialing mode is not supported for proper lead assignment. It may cause issues with call routing and lead tracking in MyOperator.

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🔗 Related Articles

• https://app.getguru.com/card/cAX5AAgi/What-Are-the-Prerequisites-for-FreshSales-Integration
• https://app.getguru.com/card/TBrMBaAc/How-to-Sync-Users-Between-FreshSales-and-MyOperator
• https://app.getguru.com/card/cxGBRnRi/Call-Handling-Logic-for-FreshSales-Integration

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🏷️ Keywords

FreshSales integration, MyOperator API, FreshSales CRM, webhook configuration, call logging, Click-to-Call, lead assignment, email ID matching, MyOperator setup, CRM integration prerequisites