Ensure you have Admin privileges within your Freshsales organization.

If you’ve been directed to StackOne to integrate with Freshsales, the following steps will help you understand the process and any necessary actions to configure successful integration.

This guidance assumes that you are an Organization Admin within Freshsales.

Get your Freshsales Company Domain

This is the same as the CRM domain name required to log in to your Freshsales account. This is also available in the URL when logged into Freshsales.

Example: If the URL when logged in is https://mycompany.myfreshworks.com/, then your Company Domain is mycompany.

Company Domain

Get your Freshsales API Token

1

Access API Settings

While logged in to your Freshsales account, click your profile icon in the top right, then click Settings.

Settings
2

Navigate to API Settings

From Personal Settings, click API Settings in the top navigation bar.

API Settings
3

Copy API Key

Under CRM API DETAILS, copy your API Key and store it safely.

API Key

Connecting to StackOne

1

Enter Credentials

Upon reaching the Link Account page, enter the API Key and Company Domain from the previous steps.

2

Connect

Proceed by clicking the Connect button.


Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!