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Engati - User Guide
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Engati - User Guide
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Building Your Bot
Configuring Integrations

Freshworks CRM

11min

1. Introduction 

With Freshworks CRM, make calls, send emails and see conversations being auto-logged and linked to the right record. Surface your high potential leads to those who exhibit sales-ready buying behaviour. Access customer data and close deals faster on the move.

Customers can now integrate their Freshworks CRM account with Engati. This allows you to:

  • Create contacts

2. Access to Freshworks CRM Integration

The Freshworks CRM Integration can be set up in the Integrations workflow of Engati. 

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Once the Integration with an account is completed, the integration APIs can be used within the Conversation flow using the Freshworks CRM Node under + Add Node > Integrations > Freshworks CRM.

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3. Steps to configure Freshworks CRM Integration

3.1 Adding the Freshworks CRM Integration

  1. Log in to your Engati account and go to the “Integrations” tab.
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  1. Click on ‘Connect’
  2. Click on ‘Continue’ in the modal that appears requesting ‘Authorization access’
  3. In the modal that appears requesting to ‘Connect a new app’, choose ‘Freshworks CRM’ to authenticate and add a new account for automation.
  4. Provide the URL and API Key for Freshworks CRM:
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  • API Key: You can find your API Key by signing on to Freshworks CRM Account > Settings > API Settings tab > Your API Key
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  • Copy the API key displayed
  • Paste this key in the API Key field on the Integry Configuration page above
  • Click on ‘Proceed’
  • Your account should now be connected
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3.2 Configuring Freshworks CRM Node

  1. Once you have logged in, you are done with authorizing your account. 
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  1. Now go to Builder > Paths and try adding a Freshworks CRM node.
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3.3 Selecting an action

  1. Once you select your account, you can choose an Action, from the list of Actions available, to be performed on your account. The list of available Actions are:
  • Create Contact
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  1. Once you select the Action, you can also authorize a new account here or use a previously authorized account
  2. Once you select the Action it populates various rows that are required to complete the Actions and assign different attributes for each row concerning what information is required
  3. Once you have finished assigning the attributes, save the node, and your integration will be ready
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Please feel free to reach out to - [email protected]

Updated 18 Jul 2024
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TABLE OF CONTENTS
1. Introduction 
2. Access to Freshworks CRM Integration
3. Steps to configure Freshworks CRM Integration
3.1 Adding the Freshworks CRM Integration
3.2 Configuring Freshworks CRM Node
3.3 Selecting an action
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