Popin - Freshsales Integration Guide

Popin - Freshsales Integration Guide

Introduction

Integrating Popin with Freshsales allows you to sync leads and activities seamlessly between the two platforms. Follow this guide to set up the integration quickly.

Prerequisites

  • You must have an active Popin account.
  • You must have an active Freshsales account with API access.
  • Admin access to both dashboards.

Steps to Integrate Popin with Freshsales

Step 1: Get Freshsales API Credentials

  1. Log in to your Freshsales account.
  2. Navigate to Settings > App & Integrations > API Settings.
  3. Locate your Subdomain and API Key.
  4. Copy these details, as they will be required for the Popin integration.

Step 2: Configure Freshsales in Popin Dashboard

  1. Log in to your Popin dashboard.
  2. Go to Developer > Freshsales.
  3. Enter the Freshsales Subdomain and API Key you copied earlier.
  4. Click Save to complete the integration.

Next Steps

  • Once integrated, leads and activities from Popin will automatically sync with Freshsales.
  • You can manage integration settings anytime by returning to Developer > Freshsales in the Popin dashboard.

For further assistance, contact Popin support.


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