📑 Table of Contents

1. What Are the Prerequisites for Integrating FreshSales with MyOperator?
2. How Do I Obtain the FreshSales API Key?
3. What is the FreshSales Domain and How Do I Find It?
4. How Do I Get the Company ID from MyOperator?
5. How Do I Set Up Webhooks in FreshSales?
6. Troubleshooting Integration Issues
7. Frequently Asked Questions (FAQs)

1. What Are the Prerequisites for Integrating FreshSales with MyOperator?

Before you begin the integration process between FreshSales and MyOperator, ensure the following prerequisites are met:

1. Active FreshSales Account
• You need a valid and active FreshSales account. If you haven’t signed up yet, visit the FreshSales website to create an account.
2. FreshSales API Key
• You must generate an API key from FreshSales. This key is essential for authenticating the connection between MyOperator and FreshSales.
3. FreshSales Domain
• You’ll need your FreshSales domain URL, which is the unique URL used to access your FreshSales dashboard (e.g., yourcompany.freshsales.io).
4. Company ID from MyOperator
• Your MyOperator Company ID is required for the integration. This ID uniquely identifies your MyOperator instance.
5. Webhook Setup in FreshSales
• You need to configure webhooks in FreshSales to ensure real-time data synchronization with MyOperator.

⬆️ Back to Top

2. How Do I Obtain the FreshSales API Key?

To obtain the FreshSales API Key, follow these steps:

1. Login to FreshSales:
   Go to your FreshSales account and log in.
2. Navigate to Settings:
• Click on your profile icon in the top-right corner.
• From the drop-down menu, select Settings.
3. Go to API Settings:
   In the Settings menu, find and select API Settings.
4. Generate API Key:
• Copy the API key displayed here. This key is used for authenticating the integration with MyOperator.

⬆️ Back to Top

3. What is the FreshSales Domain and How Do I Find It?

Your FreshSales domain is the unique URL used to access your FreshSales account. To find your domain:

1. The domain follows the format: yourcompany.freshsales.io
2. Use this domain URL when configuring the integration with MyOperator.

⬆️ Back to Top

4. How Do I Get the Company ID from MyOperator?

To retrieve your Company ID from MyOperator, follow these steps:

1. Log in to MyOperator:
   Go to your MyOperator account.
2. Navigate to API Integration:
   In the MyOperator dashboard, go to Manage > API Integration.
3. Copy Company ID:
   You will see your Company ID listed here. Copy this ID for use in the integration.

⬆️ Back to Top

5. How Do I Set Up Webhooks in FreshSales?

To set up webhooks in FreshSales and enable real-time data synchronization with MyOperator, follow these steps:

1. Log in to FreshSales:
   Go to your FreshSales account.
2. Access Webhook Settings:
• Navigate to Settings > Webhooks.
3. Add Webhook:
• Click Add Webhook to configure a new webhook.
• Set the trigger event for the webhook (e.g., lead created, call activity logged).
4. Configure the URL:
• Paste the Webhook URL provided by MyOperator into the appropriate field.
• Save the settings to activate the webhook.

⬆️ Back to Top

6. Troubleshooting Integration Issues

If you face any issues while integrating FreshSales and MyOperator, here are some troubleshooting steps:

• API Key Authentication Issues:
• Ensure that the API key is correctly copied and used in the integration setup.
• Webhook Not Triggering:
• Verify that the webhook URL is correct and that it’s properly configured to trigger the required actions in FreshSales.
• Data Synchronization Issues:
• Double-check your webhook configuration and ensure that real-time updates are enabled in both systems.

⬆️ Back to Top

7. Frequently Asked Questions (FAQs)

Q1. Can I integrate FreshSales with MyOperator if I don’t have the API Key?

• No, the API key is required for authentication and communication between FreshSales and MyOperator.

Q2. What if my FreshSales domain URL is incorrect?

• Ensure that the domain URL is correct and follows the proper format (e.g., yourcompany.freshsales.io).

Q3. How long does it take to complete the FreshSales-MyOperator integration?

• The integration process should take less than 30 minutes if all prerequisites are met, including obtaining the API key and configuring webhooks.

⬆️ Back to Top

📌 Keywords:

FreshSales, MyOperator, integration, API key, webhooks, real-time synchronization, CRM, data logging, company ID, troubleshooting.