Freshworks CRM (Freshsales) is a cloud-based customer relationship management (CRM) solution. By integrating Freshworks CRM in your account you will gain valuable information to measure the performance and efficiency of sales teams and automate your OKRs updates.
How to connect
In Gtmhub navigate to Setup -> Data Sources screen
Click on the Add new Data Source button.
From the Choose a Data Source dialog navigate to Sales tab and choose Freshworks CRM.
Give a name of the connection.
In the Domain field enter the full domain of your Freshworks CRM instance. (Ex: gtmhub.myfreshworks.com/crm/)
In the Api Key field enter the api key associated with your domain. Additional information on how to obtain an api key can be found here.
Once the Connection is established you will be presented with a list of available data sources for syncing.
The next step is to start syncing your Freshsales CRM data and build insights to analyze it.