Prerequisites
Before you begin, ensure you have:- An active Clodura.AI account with CRM integration access.
- A Freshsales account. You can sign up for a free trial at freshworks.com/freshsales-crm/signup. Activate your account by clicking the confirmation link in the verification email Freshworks sends you.
- Your Freshsales API Key and Domain URL (retrieved in Step 1 below).
Step 1 — Retrieve Your Freshsales Credentials
You need two pieces of information from Freshsales: your API Key and your Domain URL.Log in to Freshsales
Go to your Freshsales account and sign in. If you are setting up a new account, complete the registration form (contact number, username, password) and click Activate your account to reach the Freshsales dashboard.
Open API Settings
Click your profile picture in the top-right corner. Select Settings, then click the API Settings tab (sometimes labeled CRM API details).
Copy your API Key
Locate the API Key field on the API Settings page. Click Copy (or select and copy the key manually) to capture the value.
Note your Domain URL
Your Domain URL is the unique subdomain assigned to your Freshsales workspace. You can find it in the browser’s address bar when you are logged into Freshsales — it is everything up to and including Your Domain URL is:Copy only the domain portion. Do not include
.com.For example, if your Freshsales URL is:https://, trailing slashes, or any path segments like /crm/sales.Step 2 — Configure the API Connection in Clodura.AI
Open CRM Integration settings
In Clodura.AI, navigate to Settings → CRM Integration. Each supported CRM appears as a card with its current status.
Open the Freshsales Setting modal
Locate the Freshsales card — it initially shows Disconnected status. Click the Setting button. The API Configuration modal appears.
Step 3 — Map Fields
Field mapping tells Clodura.AI how to translate source data into the correct Freshsales fields. You configure two tabs: Company Fields (Freshsales Accounts/Companies) and Contact Fields (Freshsales Contacts). Click the Mapping button on the Freshsales card to open the Field Mapping modal.Company Fields → Freshsales Accounts
The Company Fields tab maps organization-level attributes:| Clodura.AI Field | Freshsales Field |
|---|---|
| Company Name | Company Name |
| LinkedIn URL | LinkedIn Company Page |
| Company Description | Description |
| Number of Employees | Number of Employees |
| Industry | Industry |
| Website | Website URL |
| Founded | Year Founded |
| City | City |
| State | State/Region |
| Country | Country/Region |
Contact Fields → Freshsales Contacts
Click Next to move to the Contact Fields tab. These fields populate Freshsales Contact records:| Clodura.AI Field | Freshsales Field |
|---|---|
| First Name | First Name |
| Last Name | Last Name |
| Job Title | Job Title |
| LinkedIn Profile | Select One |
| Mobile Phone Number | Mobile Phone Number |
| City | City |
| State | State/Region |
| Country | Country/Region |
- Next — advance from Company Fields to Contact Fields.
- Back — return to Company Fields.
- Reset — restore all fields on the current tab to their default values.
- Save — save the mapping and close the modal.
- Close — exit without saving.
Step 4 — Enable the Integration
Return to the Freshsales card in Settings → CRM Integration and switch the Enable toggle to ON. This activates the integration and makes Export To CRM available in your Clodura.AI search results. The Freshsales card displays three controls:- Status Tag — Connected (green checkmark) or Disconnected.
- Setting button — update your API credentials if they change.
- Mapping button — adjust your field mapping at any time.
- Enable Toggle — turn data exports on or off without losing your configuration.
Pushing Contacts to Freshsales
Once the integration is enabled, you can export prospects directly from Clodura.AI’s People Search results.Export from People Search
Click Export To CRM
Click the Export To CRM button. The Export To Freshsales CRM modal appears, confirming the number of selected contacts and noting that each contact’s associated company will also be added.
Assign an owner
Use the Assign To dropdown to select the Freshsales user who will be set as the owner of the newly created records.
Export from Companies Search
You can also push companies and their contacts from the Companies module:Select companies
In the Companies module, check the boxes next to the organizations you want to export.
Click Add/Update to Freshsales
Click Add/Update to Freshsales. Choose from the dropdown:
- Preferred Contacts — exports only the key decision-maker contacts for each selected company, based on configured seniority preferences.
- All Contacts — exports every contact associated with each selected company.
Export Confirmation and Verification
After the export completes, Clodura.AI notifies you through two channels:In-App Notification
A notification appears inside Clodura.AI confirming the successful transfer to Freshsales.
Email Notification
An email confirmation is sent to your registered address once the records appear in Freshsales.
Exporting the same contacts to Freshsales more than once counts as only a single download-credit usage in Clodura.AI. Use the Exclude Exported Contacts filter in Clodura.AI’s advanced search before running additional exports to avoid re-sending records that are already in Freshsales.