You can add participants automatically to your contacts list using the native Freshsales integration.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Freshsales' card.
In order to connect the integration, start by entering an Internal Connection Name, then enter your Freshsales API Key and Bundle Alias.
Once you have connected the integration, you'll be able to see the name of your connection, as well as the API Key and Bundle Alias.
Data mapping for the Freshsales integration
The integration will send email and default properties automatically.
In order for your list to accept more data, make sure to create custom fields in Freshsales accordingly.
In the following sections you'll learn how different data fields are mapped to Freshsales. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.
Default custom fields that are already predefined by Freshsales:
Default custom fields that need to be created beforehand:
You need to create the fields in Freshsales exactly as shown below in the column "Freshsales Fields". You can use the type "text field" on all of them, in addition to this Freshsales will also automatically add the prefix cf_ to any fields you create.
Full birthday with year
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data from question elements:
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
You can set the integration to create deals for each participant that finishes your project.
Click the button below to learn more about it.
Good to know
If you have configured a Freshsales integration on a project and you duplicate said project, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated project and add a different one.
Custom properties on existing contacts will not be updated when the same email is sent again. Instead, a new contact will be created and Freshsales will make a connection between the two contacts with the same email address.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing your integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact support.