FreshSales
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 ...
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 ...
Call Handling Logic for FreshSales Integration
? Table of Contents Overview Incoming Calls Outgoing Calls Notes on Call Routing Modes Best Practices for Call Handling FAQs Related Articles ? Overview The integration of MyOperator with FreshSales ensures seamless call logging and management. ...
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 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 ...
What should users do if they add new users in FreshSales CRM?
The email ID of MyOperator user should be the same as FreshSales CRM user. If you have added new users in FreshSales CRM, you can resync Users https://connect.myoperator.com/freshsales_user.
Are there any important points to consider during the integration process?
Yes. For customer first(outgoing call), assignment might not work properly. For parallel dialing, assignment might not work properly.
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 ...
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 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 ...
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 ...
What are the prerequisites for FreshSales Integration?
Enable Webhook AfterCall Email ID of the user on FreshSales should be the same as email ID on user on MyOperator