By sending your transcription data from Notta to Freshsales, you can enrich your interaction history with customers managed in Freshsales. This allows you to have a more comprehensive view of your engagements, enabling you to provide more personalized and informed support to your customers.
How do I set up the integration?
1. Access Freshsales's [Profile image] → [Personal Settings] → [API] page, and then copy "Your API Key" and "Your bundle alias".
For detailed instructions on how to create an API key, please refer to this article.
2. Click [Integrations & Apps] at the bottom of the sidebar.
3. Click the [Connect] button below Freshsales.
4. Input the API key, and then click [Connect] to complete the integration setup.
How do I send transcription data to Freshsales?
1. Go to the detail page of your recording and click the [Send to] icon. Place your cursor over [Send to CRM], then select [Freshsales].
2. Input an email address into the [Contact Email] field, then select your target contact.
- If your target contact already exists, select it from the dropdown list.
- If your target contact doesn't exist, click [Add a new contact].
3. Select the data you'd like to send to Freshsales in the [Advanced options].
4. Click [Send] to initiate the sending process.
5. Once it is sent, on Freshsales's side, AI Notes appears as a note attached to the selected contact.
How do I update the API key?
1. Click [Integrations & Apps] at the bottom of the sidebar.
2. Click the [Freshsales] block.
3. Input the new API key and or bundle alias, then click [Upgrade] to save the change.
How do I disconnect Notta from Freshsales?
1. Click [Integrations & Apps] at the bottom of the sidebar.
2. Click the [Disonnect] button below Freshsales.