Overview
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....FreshSales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships and more. With HostBill integration you can automatically export your client data from HostBill to FreshSales CRM: either in bulk or for selected clients and client contacts only.
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Fill in the configuration fields:
- API Key - API Key from the application
- Bundle alias
- Auto-export clients - automatic client export during client creation
- Auto-export all contacts - automatic export of all customer contacts
- Delete in FreshSales on HostBill delete - automatic account deletion from FreshSales when the client delete the HostBill account
- Currency ISO - ISO currency for annual revenue
Configuring FreshSales CRM
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Proceed to Extras → Plugins → FreshSales CRM → Configuration tab to set merge fields and to be able to manually export clients. You can set which field from client details is to be sent to FreshSales or enter a custom value (language variables {$lang} can be used e.g. {$lang.yes}).
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The FreshSales CRM tab will display a list of clients who have not been exported to FreshSales. You can choose which customers you want to export.
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