The connection to Freshworks or Freshsales CRM can be created when a new QuarterOne account is registered and verified. Once a connection is made, it is not possible to change to a different CRM provider.
A connection to Freshworks or Freshsales CRM can only be established by Freshworks or Freshsales users with Admin rights. Specifically access to the Freshworks or Freshsales account API key. However, once a connection is established, the data can be refreshed by any QuarterOne users.
Connecting to Zoho
During onboarding, select 'Freshsales' as your CRM
Select 'myFreshworks' or 'Freshsales' as your Domain
Input or copy and paste your Freshworks Domain and API Key
Click on "Authorize" button to Authorize your Freshworks account to connect with QuarterOne
Follow the steps on the next screens to setup your settings:
Select whether you want to limit the deals you wish to sync to QuarterOne or sync all deals
Select the stages that you would like to include on your forecast
Select your Account Preferences
Click on the "Save and Sync" button. Once completed, you will get redirected to the Dashboard of QuarterOne
By default, the QuarterOne will refresh your Freshworks or Freshsales CRM data every 24 hours, overnight.
Data can also be refreshed on demand from the Dashboard page or Data & CRM settings page.