Freshworks CRM

Detailed documentation to establish an integration between Freshworks CRM and PreSkale.

Step 1: Creating the Presales Custom Field
The Presales Custom Field is required for the PreSkale-Freshsales Integration to function seamlessly. Any presales assigned to a deal within the CRM, the de...
Tue, 8 Aug, 2023 at 2:48 PM
Step 2: Prerequisite for PreSkale - Freshworks Integration
In order to setup the PreSkale Integration, the following items are required, API Key  Freshworks CRM URL Deals and Account URL ID Custom Field Inter...
Fri, 13 Oct, 2023 at 7:57 AM
Step 3: Configuring Webhook for Deals and Accounts
Complete Freshworks - PreSkale integration by configuring the webhooks for deal and account updation. Step 1: Navigate to Admin Settings and Select Work...
Fri, 20 Oct, 2023 at 7:47 AM
Step 4: Installing the PreSkale App
For seamless integration, please install the following two apps within your Freshworks Account. 1. PreSkale In-app Experience PreSkale In-app allows a...
Fri, 20 Oct, 2023 at 10:32 AM