Engati - User Guide
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Building Your Bot
Configuring Integrations
Freshworks CRM
11min
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
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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- Click on ‘Connect’
- Click on ‘Continue’ in the modal that appears requesting ‘Authorization access’
- In the modal that appears requesting to ‘Connect a new app’, choose ‘Freshworks CRM’ to authenticate and add a new account for automation.
- 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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- Once you have logged in, you are done with authorizing your account.
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- Now go to Builder > Paths and try adding a Freshworks CRM node.
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- 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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- Once you select the Action, you can also authorize a new account here or use a previously authorized account
- 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
- 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]