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Integration Service User Guide
Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Nov 21, 2024

Freshsales authentication

Prerequisites

To create a connection, you need the following credentials:

  • API Key
  • Bundle alias

Retrieve your credentials

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 CloudTM.

  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. Enter the required credentials and select Connect.

  5. Your connection has been added.

  • Prerequisites
  • Retrieve your credentials
  • Add the Freshsales connection

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