> ## Documentation Index
> Fetch the complete documentation index at: https://testdocs.clodura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Freshsales CRM Integration Setup Guide for Clodura.AI

> Connect Freshsales to Clodura.AI using your API Key and Domain URL, map company and contact fields, then push prospects directly from search results.

Clodura.AI's Freshsales integration connects to your Freshsales (Freshworks CRM) account using an **API Key** and **Domain URL** that you copy from your Freshsales settings. Unlike OAuth-based integrations, this approach requires you to input two credentials manually, giving you direct control over which Freshsales account and workspace Clodura.AI writes to. Once connected, you can export qualified prospects and their associated company data directly from Clodura.AI's People Search into Freshsales — without downloading a CSV file. Setup follows three sequential steps: **API Configuration**, **Field Mapping**, and **Activation**.

## 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](https://www.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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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**).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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 `.com`.

    For example, if your Freshsales URL is:

    ```text theme={null}
    https://yourcompany-123456789.myfreshworks.com/crm/sales
    ```

    Your Domain URL is:

    ```text theme={null}
    yourcompany-123456789.myfreshworks.com
    ```

    Copy only the domain portion. **Do not include** `https://`, trailing slashes, or any path segments like `/crm/sales`.
  </Step>
</Steps>

<Warning>
  Entering an incorrect Domain URL — for example, including `https://` or a path after `.com` — will cause the connection test to fail. Double-check that you have copied only the bare domain (e.g., `yourcompany.myfreshworks.com`).
</Warning>

## Step 2 — Configure the API Connection in Clodura.AI

<Steps>
  <Step title="Open CRM Integration settings">
    In Clodura.AI, navigate to **Settings → CRM Integration**. Each supported CRM appears as a card with its current status.
  </Step>

  <Step title="Open the Freshsales Setting modal">
    Locate the **Freshsales** card — it initially shows **Disconnected** status. Click the **Setting** button. The **API Configuration** modal appears.
  </Step>

  <Step title="Enter your Domain URL">
    Paste your Freshsales Domain URL into the **Domain URL** field.
  </Step>

  <Step title="Enter your API Key">
    Paste your Freshsales API Key into the **API Key** field.
  </Step>

  <Step title="Save and test the connection">
    Click **Connect** (or **Save and Test Connection**). Clodura.AI validates both credentials against the Freshsales API. On a successful connection, the modal closes and you receive a success notification. The Freshsales card status updates to **Connected**.
  </Step>
</Steps>

<Tip>
  If the connection test fails, verify that your API Key is current (Freshsales may reset it if you regenerate it) and that your Domain URL does not include `https://` or any path after `.com`.
</Tip>

## 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           |
| Email               | Email               |
| LinkedIn Profile    | Select One          |
| Mobile Phone Number | Mobile Phone Number |
| City                | City                |
| State               | State/Region        |
| Country             | Country/Region      |

<Warning>
  **Company Name**, **Name** (First + Last), and **Email** are mandatory destination fields and must be mapped before saving. No two Clodura.AI fields may be mapped to the same Freshsales destination field. Custom field mapping is not supported.
</Warning>

Modal navigation controls:

* **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.

After a successful save, a pop-up confirms the field mapping is complete. Click **Ok** to dismiss it.

## 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

<Steps>
  <Step title="Search for contacts">
    Run a people search in Clodura.AI and review the results.
  </Step>

  <Step title="Select contacts">
    Check the boxes next to the contacts you want to export to Freshsales.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm the export">
    Click **Ok** to begin the transfer. Click **Close** to cancel without exporting.
  </Step>
</Steps>

### Export from Companies Search

You can also push companies and their contacts from the **Companies** module:

<Steps>
  <Step title="Select companies">
    In the Companies module, check the boxes next to the organizations you want to export.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Click **Show Contacts** to preview the contacts linked to selected companies before exporting, or use the **person icon** on any company row to open that company's contacts page and export individual records from there.

## Export Confirmation and Verification

After the export completes, Clodura.AI notifies you through two channels:

<CardGroup cols={2}>
  <Card title="In-App Notification" icon="bell" href="/docs/integrations/freshsales#export-confirmation-and-verification">
    A notification appears inside Clodura.AI confirming the successful transfer to Freshsales.
  </Card>

  <Card title="Email Notification" icon="envelope" href="/docs/integrations/freshsales#export-confirmation-and-verification">
    An email confirmation is sent to your registered address once the records appear in Freshsales.
  </Card>
</CardGroup>

Log in to your Freshsales account and check the **Contacts** and **Accounts** modules to verify the newly added records display the correct field values from your mapping.

<Info>
  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.
</Info>