Freshworks CRM

Freshworks CRM can be integrated into the iMBrace platform using an API key for a given user account.

Account integration using API key

To begin, you will need:

• A Freshworks CRM account.

STEP 1: In the top-right corner, go to the account’s [Settings] > [API Settings]. You may need to complete a CAPTCHA to access API settings.

STEP 2: Copy the API key and identify the subdomain (the portion of the bundle alias before “.freshworks.com” (in the example below, it is “imbrace-514705880258403489”.)

STEP 3: In iMBrace, create a new credential of type Freshworks CRM API and enter the API key. Enter the subdomain in the Domain field. Then click [Submit].

DONE: The credential can then be used for Freshworks CRM nodes.