# Freshsales Integration

## **Popin – Freshsales Integration Guide**

Integrate **Popin** with **Freshsales** to seamlessly sync leads, call activities, and customer interactions across both platforms. This guide walks you through the step-by-step process required to set up and activate the integration.

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### **📘 Introduction**

The Popin–Freshsales integration allows for automated lead creation and activity logging in Freshsales whenever customers interact with the Popin widget (e.g., video calls, scheduled calls, missed calls). This reduces manual data entry and ensures your CRM always stays up to date.

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### **✅ Prerequisites**

Before beginning, make sure you have:

* An active **Popin** account.
* An active **Freshsales** account with **API access**.
* **Admin-level access** to both Popin and Freshsales dashboards.

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### **🔧 Steps to Integrate Popin with Freshsales**

#### **Step 1: Get Freshsales API Credentials**

1. Log in to your **Freshsales** account.
2. Navigate to:\
   `Settings > Apps & Integrations > API Settings`
3. Locate and copy the following:
   * **Subdomain** (e.g., if your Freshsales URL is `https://yourcompany.freshsales.io`, then `yourcompany` is your subdomain)
   * **API Key**
4. Save these credentials securely. They will be used in the Popin integration process.

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#### **Step 2: Configure Freshsales in the Popin Dashboard**

1. Log in to your **Popin** Dashboard.
2. Navigate to:\
   `Developer > Freshsales`
3. Enter the **Subdomain** and **API Key** you copied from Freshsales.
4. Click **Save** to complete the configuration.

Once saved, Popin will begin sending lead and activity data to your Freshsales CRM.

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### **🚀 Next Steps**

* After integration, customer interactions such as:
  * Captured leads
  * Scheduled calls
  * Missed calls
  * Call remarks and ratings\
    will automatically appear in **Freshsales** as leads or activities.
* To modify or disconnect the integration at any time, revisit:\
  `Developer > Freshsales` in the Popin dashboard.

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### **📞 Need Help?**

If you experience any issues during setup or data syncing:

* Double-check that your **Freshsales API Key** is valid and active.
* Ensure that your **Popin account has integration permissions** enabled.
* Contact **Popin Support** for advanced troubleshooting or questions about custom workflows.
