The Freshsales Synapse enables data synchronization between Freshsales objects and Syncari entities using the Freshsales API. After the Synapse is Authenticated, a user can Activate the Freshsales Synapse, which enables Syncari to replicate the schema of your Freshsales and make it available within the Unified Data Model. Using the Pipeline Studio, a user can map Freshsales objects to Syncari entities, and Freshales attributes to Syncari attributes.
If your Freshsales security requires you to whitelist an IP you can find that here.
Freshsales Setup
Login to Freshsales and follow these steps in Freshsales to prepare the integration between Freshsales and Syncari:
1. Go to your Profile in the top-right corner and then click Personal Settings from the menu options.
2. Click API. Then, locate your API Key and Click Copy.
3. Also copy your Endpoint URL as it is from your web browser address bar when logged into Freshsales for your domain.
If your domain ends with freshsales.io you will set your Endpoint URL to the freshsales.io domain you see in the browser address bar.
If your domain ends with myfreshworks.com you will need to set the Endpoint URL to https://company.myfreshworks.com/crm/sales (this is just an example, use the domain you see in the address bar)
Synapse Setup
1. Log into Syncari and go to Synapse Studio.
2. Find the Freshsales synapse in the Synapse Library and drag it to the canvas.
3. Configure your Synapse parameters. Enter the Synapse Name and Endpoint URL.
4. Click Authenticate.
5. To Authenticate your Synapse, enter the API Key.
6. Click Authenticate.
7. Once Authenticated, click Finish.
8. To activate your Synapse, click Make Synapse Active.
9. Once the synapse is activated, click Close.
Congratulations! You have completed the setup of Freshsales.
If you receive any errors message after clicking Authenticate, confirm each of the parameters in the previous steps are configured properly. If the error persists, contact one of our Onboarding and Support team members.