# Connect Freshsales to Freesbe

Source: https://freesbe.net/knowledge/connect-freshsales/

> Post Freshsales deals and new contacts into channels, preview Freshsales links, search with /freshsales and add messages to a contact as notes. Connect with an API key in Integrations, CRM.

Connect Freshsales and your sales team sees new deals, stage changes, wins, losses and new
contacts in a channel, gets a preview under every Freshsales link, finds deals and contacts with
`/freshsales` and adds conversations to a contact's notes. You need to be a Freesbe owner or admin,
and a Freshsales API key.

![#sales with a Freshsales alert for a new deal, and a Freshsales link with a preview of the contact](https://freesbe.net/docs/img/freshsales-alerts.webp)

## 1. Copy your API key

In Freshsales, click your profile picture, then **Profile settings → API settings**, and copy
**Your API key**.

Freesbe sees what the key's owner sees, and notes are saved as them. Use the key of someone who
sees every deal, such as a Freshsales admin, so no deal is missed.

## 2. Connect your account

1. Open **Workspace settings → Integrations & apps → Integrations → CRM** and find
   **Freshsales**, under Dynamics 365.
2. Type **Your Freshsales address**, the one in your browser's address bar when Freshsales is
   open, such as `contoso.myfreshworks.com`.
3. Paste the **Freshsales API key** and click **Connect Freshsales**.
4. **Connected** shows next to Freshsales, with the account's name.

![Workspace settings, Integrations, CRM: Freshsales connected to Northwind, link previews on, and two alerts](https://freesbe.net/docs/img/admin-freshsales.webp)

## 3. Add alerts

1. Under **Freshsales alerts**, click **Add alert**.
2. Pick **Post to channel**, for example #sales.
3. Tick the **Alerts to post**: New deals, Deals moving stage, Deals won, Deals lost, New contacts.
4. Set a **Smallest deal to post** if you only want the big ones. New contacts always post.
5. Click **Add alert** to save it, then choose **⋯ → Send a test alert** to see a sample card.

Freesbe checks Freshsales every two minutes, so alerts arrive within about two minutes of the
change. Add more alerts for different channels: deals over $50,000 to #leadership, new contacts to
#sales.

## 4. Decide on link previews

**Show a preview under Freshsales links** is on to start with. Everyone in the conversation sees a
preview, guests included, so turn it off in **Integrations → CRM** if your CRM details shouldn't
be shared that way.

## 5. Tell your team what they can do

- Type `/freshsales Contoso` to find deals and contacts. Only you see the answer.
- Hover over a message, click **⋯ → Log to Freshsales**, type the contact's email address and
  click **Add note**. The note goes on the contact with a link back to the message.

![Log to Freshsales: the contact's email address and the note](https://freesbe.net/docs/img/freshsales-log-dialog.webp)

## If something's wrong

See [Freshsales alerts aren't posting](https://freesbe.net/knowledge/freshsales-alerts-not-posting/).

- **Freesbe says Freshsales didn't accept the key.** Check you copied the whole key, and that the
  address is the account the key belongs to.
- **Freshsales shows Needs reconnecting.** The key stopped working, often because it was
  regenerated or the person it belongs to left. Paste a new key and click **Reconnect**.
- **No preview under a link.** Previews only show for deals and contacts in the connected account,
  up to three per message, and only while previews are on.

## Disconnect

Click **Disconnect** in **Integrations → CRM**. Your alerts are kept for when you connect again.
To be sure the key can't be used again, regenerate it in Freshsales.

See [Freshsales](https://freesbe.net/docs/freshsales/) for more.

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