What are the prerequisites for FreshSales Integration?

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• What fields are included in the FreshSales Integration?

  Contact Fields Contact Owner: The customer who has picked up the call or missed the call, the last agent will be the contact owner. If there is no owner found with an email ID, the default owner(1st user of Freshsales) will be assigned. Mobile: 10 ...

• What are the prerequisites for setting up the Salesforce CRM integration?

  Prerequisites: Client Need to provide the Sandbox Credential for Salesforce We need Myoperator credentials as well for testing.

• What are the steps for integrating FreshSales CRM with MyOperator?

  Go to Integration page Click on Freshsales logo Enter Company ID( You can get company ID from myoperator→ Manage→ API Integration and on this page, you will find the company ID) Enter FreshSales Domain and token(Login Freshsales-->Setting-->API ...

• How does the logic for handling incoming/outgoing calls work with FreshSales Integration?

  Incoming / Outgoing Calls MyOperator will search for a contact in FreshSales CRM with the customer's phone number. Contact doesn’t exist: MyOperator will add the contact and activity in the CRM Contact Exists: Myoperator will add the activity and tag ...

• Can we Integrate MyOperator with Zoho CRM?

  Yes,We can integrate MyOperator with Zoho CRM. -Zoho CRM -Zoho One -Zoho Bigin -Zoho Desk Zoho Sales CRM is the end-to-end customer engagement suite with all the sales, marketing, and support apps your customer-facing teams need to engage across ...