Integrate SkooBot with Freshworks CRM
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
Login to your SkooBot account, select the Bot you want to integrate with Freshworks CRM.
Now, click the âIntegrate Tab.â
The integrate window will open up. make sure you are in the âAll Integrations Tab.â
A list of all native integrations for SkooBot will be available in this window.
Now find Freshworks CRM By:-
Either scrolling down the list
Or by typing in âFreshworks CRMâ in the search box with the placeholder âsearch integration by name.â
Now click on the âConnectâ button as shown below
Now Click On The âConnectâ button As Shown Below
To complete the process, you need to fill out two details:-
Your Freshworks CRM Domain
API Token
Freshworks CRM Domain:-
You can easily find your domain in your browserâs search bar when you log in to your Freshworks Account.
Itâs in the format:- https://yourcompany.myfreshworks.com.
Here âyour_companyâ will be replaced by the name of your organization.
Freshworks CRM API Token:-
To obtain your API token:-
Click Your Profile Icon and Navigate To Settings
Click on the API settings Tab and Fill out The Captcha.
After you verify you are a human, your API key will become visible. Copy and paste the key back on SkooBot
After filling out the details, click Connect.
Look for the notification âUpdated Successfullyâ for confirmation.
Also, your Freshworks CRM integration will show the message Installed in the Integration List.
Once you have established a connection between SkooBot and FreshWorks CRMand complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the Freshworks CRM you have integrated.
If you are not getting dummy leads from your Bot to FreshWorks CRM, it may be due to multiple reasons:
Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan..
If everything is correct and you cannot move forward, write to us at support@skoobot.com. We will respond within 48 business hours.