Integrating with FreshSales

Written By Carlos

Last updated 1 day ago

(Formerly FreshWorks CRM)

Learn how to seamlessly connect FreshSales (Freshworks) with PayKickstart to streamline your sales and subscription management. This guide walks you through the integration process, enabling you to automatically sync customer data.

NOTE:

As the Freshworks platform is very complex, there are many opportunities for additional improvements with the Freshworks integration.

If you have a specific need with the FreshWorks CRM integration that we do not currently offer, please submit a detailed feature request here. Our team would be happy to review the request for possible future updates with the FW CRM integration.

Now, when a customer purchases your main offer product, they’ll automatically be added to this FreshSales list that you’ve chosen.

Step 1: Access the Configure → Integrations section

Step 2: Adding the API Key and Authorizing the FreshSales integration

Step 3: Creating an Automation Trigger for your Product(s)