Freshsales

Follow the below steps to connect to the Freshdesk API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Freshsales as the Integration Provider.

Step 2. Connect to the Freshdesk API

1. Go to Freshsales and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Settings.
3. Click on the API Settings button.
4. Copy the API Key from Freshdesk and paste in the API Key field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.