The Freshsales-vCS integration helps boost agents productivity by enabling them to access vCS contact information and click-to-call feature directly from the Freshsales interface.
Using this app, you can:
- Synchronize contacts between your Freshsales account and vCS.
- Allow "click-to-call": initialize a call with a single click.
- Search and display the inbound or outbound contact information. Automatically create a new contact if the customer is not part of the contact list.
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1. Install the app from Freshsales Marketplace.
2. Upon installation, you will be asked to enter:
- API Key which can be found at "API Settings".
- Your vCS information which all can be found at "Third-party integration" setting on your vCS domain.
3. Open your vCS domain and enter your Freshsales domain and API key.