Connecting Your CRM Account 1. Enter your Sales domain URL in the format 'yourcompany.myfreshworks.com'. 2. Input your Sales API key. To obtain these details, navigate to Admin → API Settings → CRM API details. App Configuration Each module configuration requires the following inputs: 1. Module - Select the module that should be displayed to the agent. This can be native modules like Deals & Accounts or custom modules that you specifically configured for your account. 2. Related to - Select which native module the custom module is related to. This field accepts Contacts, Accounts, or Deals. Note: The value for the Accounts & Deals module is not editable. By default, it is set to Contacts. If a custom module is related to Accounts or Deals, ensure that module visibility is set by enabling the 'Show module in app' checkbox. 3. Lookup field - Select the lookup field that links the custom module to the native module. This is usually configured in the custom module during its configuration. For instance, if there is a custom module called 'Membership' related to contacts, your lookup field named 'Related contact' will be configured under the custom module. Note: This value for the Accounts & Deals module is not editable. By default, it is set to Related Contact. Custom modules related to contacts also should have ‘Related contacts’ as the lookup field Fields to display - Select the fields from these modules that agents should see for each module. For more info, please refer to this article - https://crmsupport.freshworks.com/en/support/solutions/articles/50000009769-custom-modules-app