<aside> 💡 The bi-directional integration with FreshSales enables you to import Contact/Account data into Recotap as well as export Contact & Account insights to FreshSales.
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Integration of FreshSales and Recotap will enable one-way or two-way data sync between the two systems. In order to integrate FreshSales and Recotap, please follow the steps below:
You will see a list of CRM software that can be integrated with Recotap. Click the Install button under the FreshSales card.
Enter the API key & API URL from your FreshSales account & click on Verify.
<aside> 💡 The API key and the API URL can be found from your FreshSales, please follow the steps listed here or contact your Fresh Sales administrator.
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<aside> ⚠️ Note: While entering the API URL, please append crm/sales to the end of the URL before clicking the verify button.
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After completing the above steps, you will establish a connection between FreshSales and Recotap.
Once the FreshSales API key & API URL is verified, the sections to configure various rules for importing and exporting data will be visible.
The rules so configured will let you import relevant Accounts, and the associated Contacts, into Recotap to create Audience segments. You can also export Recotap generated insights like engagement score and last engagement date to FreshSales from Recotap.