Get started with SmileBack and Freshsales

Adding SmileBack to Freshsales

Set up SmileBack with Freshdesk

If you haven't done so already, first set up SmileBack with your Freshdesk account. See this article for instructions.

Authorizing SmileBack

1. Go to the Freshdesk API setup page, you will see the form for Freshsales details under those for Freshdesk
2. Enter your Freshsales subdomain, do not include the full Freshsales domain (for example from "yourcompany.freshsales.com" only "yourcompany" should be entered into SmileBack).
3. Open your Freshsales account in a new tab.
4. In your Freshsales account click the profile button in the top right of the screen, then choose "Settings"
5. Click the "API Settings" tab and copy your API key.
   
6. Click the "Store Freshsales API credentials" button