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.
Fill in the configuration fields:
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}).
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.
In the Mass Export tab you can mass export all clients according to the options set in the module configuration. For mass export to work properly, it is necessary to enable the HostBill Queue module.