Freshsales CRM Auto-Export

Overview

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.

Activating the module

1. If the plugin is included in your HostBill edition you can download it from your client portal.
2. If the plugin is not included in your HostBill edition you can purchase it from our marketplace and then download it from the client area.
3. Once you download the plugin extract it in the main HostBill directory.
4. Go to Settings → Modules, find and activate Freshsales CRM plugin. 
5. Once the plugin is activated you will be directed to Settings→ Modules→ Plugins to configure the plugin.

Module configuration

Fill in the configuration fields:

1. API Key - API Key from the application
2. Bundle alias 
3. Auto-export clients - automatic client export during client creation
4. Auto-export all contacts - automatic export of all customer contacts
5. Delete in FreshSales on HostBill delete - automatic account deletion from FreshSales when the client delete the HostBill account
6. Currency ISO - ISO currency for annual revenue

Configuring FreshSales CRM

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.