This integration enables the team to automatically Activities in Freshsales, right from your meeting notes.
Connecting Freshsales to Hugo:
- Login to Freshsales, click your profile picture in the top-right of the screen and select Settings
- Click API Settings tab at the top
- Copy the API key to your clipboard
- Login to Hugo and visit Settings > Apps
- Scroll down to Freshsales, click Enable Freshsales
- Fill in your Freshsales domain and API key fields, and press Save.
You will now see the Freshsales button at the bottom of the note field when saving notes. If you enabled Auto-sync, Hugo will automatically sync your Hugo notes when meeting attendees match records in your Freshsales account👌.