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