What fields are included in the FreshSales Integration?

What fields are included in the FreshSales Integration?

  1. Contact Fields
    1. 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.
    2. Mobile: 10 10-digit caller’s number will be added.
    3. Last Name: 10 10-digit caller’s number will be added.
    4. Email: 10-digit caller’s number @ivr.com
  2. Activity Fields
    1. Call From: 10-digit Caller’s number
    2. Related to: Existing/New Contact
    3. Call Type: Inbound/Outbound
    4. Description: Department Name: [Department Name], Status of call: [Status of Call], Call duration: [Duration of call], Call start time: [Start time of Call], Call end time: [End time of call], Recording URL: [Recording URL if available], UID: [Unique ID of call], Agent: [MyOperator’s agent name], Event: [Incoming/Outgoing]

    • Related Articles

    • FreshSales CRM + MyOperator Integration FAQs

      ? Table of Contents Overview Prerequisites for Integration Call Handling Logic Fields Included in Logged Activities Integration Steps AfterCall Webhook Setup Syncing Users Between FreshSales and MyOperator Important Notes & Limitations FAQs Related ...
    • What fields does the Freshsales–MyOperator integration push into Call Activities?

      ⚡ Quick answer - The After-Call Webhook sends 10 core fields to Freshsales: Call From, Contact, Call Type, Call Start Time, Call End Time, Call Duration, Subject, Description, Agent Name, and a unique Call UID. Every inbound, outbound, and missed ...
    • What Fields Are Included in the Freshdesk Ticket Generated by the Integration?

      ? Table of Contents What Fields Are Automatically Included in a Freshdesk Ticket? How Are Ticket Fields Formatted? What Are the Common Ticket Fields for Call Events? How Are Call Records Linked in Freshdesk Tickets? How Can I Customize the Ticket ...
    • What Are the Prerequisites for FreshSales Integration?

      ? Table of Contents What Are the Prerequisites for Integrating FreshSales with MyOperator? How Do I Obtain the FreshSales API Key? What is the FreshSales Domain and How Do I Find It? How Do I Get the Company ID from MyOperator? How Do I Set Up ...
    • Prerequisites for FreshSales CRM + MyOperator Integration

      ? 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 ...