Freshsales authentication

Requisitos previos

Para crear una conexión, necesita las siguientes credenciales:

• Clave API
• Bundle alias

Recuperar sus credenciales

To retrieve the required credentials, follow the steps below:

1. Sign in to your Freshsales account.

2. Click on your profile picture and select Profile settings.

3. Select the API Settings tab. Your API Key and Bundle alias are displayed here.

For more information on authentication, visit the Freshsale documentation.

Add the Freshsales connection

To create a connection to your Freshsales instance, take the following steps:

1. Select Integration Service from Automation Cloud^TM Public Sector.

2. From the Connectors list, select Freshsales. You can also use the search bar to narrow down the connector.
3. Select the Connect to Freshsales button.

4. Introduce las credenciales requeridas y selecciona Conectar.

5. Se ha agregado su conexión.