1- Set up your FreshWorks CRM integration
Use FreshWorks API KEY to connect both systems. (Instructions here)
Insert your account URL (your company's name).
Set up if you want DocSales to give automatically the WON when the sales document is signed. Define if DocSales must update the opportunity value with the amount when the document is signed.
2 – Link the Opportunity into a Sales Document
When you are creating a new document (proposal, contract, quotation), click on search.
Filter the opportunity by SALES REP. Select the opportunity that you want to import into DocSales.
3 – Import Opportunity Data
Once the FreshSales opportunity is linked with the sales document, DocSales imports:
a) Customer registration data
b) Contact details
c) Custom fields data
4 – Automatic FreshSales update
DocSales updates FreshSales by inserting a note with the updated link, whenever the Sales Document is:
(a) Sent to the customer;
(b) Rejected by the customer;
(c) Signed by the customer.
5 – When the sales document is SIGNED
When the sales document is signed by the customer, DocSales:
a) Updates the value of the opportunity in FreshSales, considering the total value of the Sales Document (TCV) or the monthly recurring value (MRR)
b) Gives the WON in the FreshSales Opportunity
For additional information from our support team, please click the Help button or email us ([email protected]).