Available on | ❌ Free | ✅ Starter | ✅ Pro | ✅ Business |
You can add participants automatically to your contacts list using the native Freshsales integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel'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 always send the email property automatically.
In order for your list to accept more data, make sure to create custom fields in Freshsales accordingly.
Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can map the involve.me fields to the integration fields.
In order to map involve.me fields to Freshsales fields, you just need to pick your involve.me field first, and then pick the Freshsales field that should get that data, and so on.
For more information on mapping please see this article here.
Creating Deals
You can set the integration to create deals for each participant that finishes your funnel.
Click the button below to learn more about it.
Good to Know
If you have configured a Freshsales integration on a funnel and you duplicate said funnel, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated funnel 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, from your involve.me funnel.
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 funnel, 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 our support team.