Available on | ❌ Free | ✅ Basic | ✅ Pro | ✅ Business |
Make sure to check out this article first in order to learn how to setup the Freshsales integration and map your custom fields.
In order for Freshsales to create deals, you'll need to enable the option via Freshsales' integration settings - to access this screen, simply go to your funnel's integrations page and click the button "Manage Custom Fields" on Freshsales.
All you need to do then is tick the box "Create deal for each person" on your integration settings screen. This will make it so that a new deal is created every time a new submission is generated.
You will also have the following options when setting up Freshsales deals in involve.me:
Deal Title - Adds a title that is prefixed with the participant's name.
Sales Account - Account that the deal will belong to once it has been created.
Deal Value - You can add your own value, or you can leave this field empty if you want to use a calculator result instead.
Deal Currency - Select the currency you wish to use for the deals.
Once you've set up the integration and the deal settings to your liking, you're all set.
If you still have any questions, please feel free to contact our support team.