What should users do if they add new users in FreshSales CRM?
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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 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 ...
What are the steps to sync the Users in FreshSales CRM?
If the customer adds any new user in freshSales CRM, sync user is required. In case any new user is added in MyOperator, there is no need to sync the users. Go to Sync User page - https://connect.myoperator.com/freshsales_user Enter Company ID( You ...
How to Sync Users Between FreshSales and MyOperator?
? Table of Contents Overview Key Requirements Step-by-Step Guide for Syncing Users Final Checklist FAQs Related Articles ? Overview To ensure proper call activity assignment and user mapping between FreshSales CRM and MyOperator, user ...
How to Synchronize Users Between MyOperator and Zoho CRM?
? Table of Contents Why is Synchronizing Users Important? What Are the Prerequisites for Synchronization? Step-by-Step Guide to Synchronize Users Why Does Email Matching Matter? Troubleshooting Frequently Asked Questions (FAQs) 1. Why is ...