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Connect Freshsales and the leads your AI agent captures are created in Freshsales for you.

Connect

You sign in with your Freshworks account. ZynfoAI never asks for an API key.
  1. In ZynfoAI, go to Integrations, open the CRM & sales tab, find Freshsales and click Connect.
  2. In Connect Freshsales, enter your Freshsales address in Organization domain, such as acme.myfreshworks.com. You can copy it from your browser’s address bar when you’re in Freshsales.
  3. Click Continue to Freshsales.
  4. Sign in to Freshworks if asked, and allow ZynfoAI access.
Connect Freshsales dialog with an Organization domain field filled in and a Continue to Freshsales button

Enter your Freshsales organization domain.

You come back to the Integrations page, where the Freshsales card shows Connected.

What’s sent

  • When: each new lead is sent automatically, and again when its status, email or phone changes.
  • Needs: an email or a phone number. A lead with neither isn’t sent, and its CRM integration status shows it was skipped.
  • As: a Freshsales lead with first name, last name, email, mobile number and company. If your Freshsales account doesn’t allow creating leads, ZynfoAI creates a contact instead.
  • Updates: a lead that’s already in Freshsales is updated, not duplicated.
To send a lead now, go to Leads, open the row’s menu (More actions for the lead’s name) and choose Sync to CRM, or Sync to CRM again if it was sent before. To send several, tick them and click Sync CRM. Open a lead to see its CRM integration status. See Leads.
Lead detail panel with an activity timeline showing a status change, a CRM sync and the chat conversation, and a CRM integration status of Synced

A lead's activity timeline, with sample data: captured in chat, synced to the CRM, then updated by a teammate.

Notes, lead score and the chat transcript aren’t sent. You can also use Freshsales as the CRM in a workflow with the Save to your CRM step, and to bring contacts into WhatsApp with Add from your CRM. See WhatsApp Business.

Disconnect

On the Integrations page, open More actions for Freshsales, choose Disconnect and confirm. ZynfoAI stops using Freshsales right away and deletes the settings saved for it. Leads already in Freshsales stay there.