Step 1
- Go to WiserNotify > Integration.
- Click on the Connect button in the Freshsales box.
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Step 2
- Copy the URL and click on the Freshsales logo.
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Step 3
1. Inside the Freshsales dashboard click on setting.
2. Inside the Automation section clicks on workflows.
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Step 4
1. Enter Name our workflows.
2. Describe your workflows.
3. Click on the Contact block.
4. Click on Add action inside What action(s) should be performed?
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5. Select the Trigger Webhooks option.
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Step 5
1. Select request type POST.
2. Paste URL here.
3. Select Encoding JSON.
4. Select Content type Simple.
5. Checked: First Name, Last Name, Emails, City, State, Country.
6. Click on the Save button.
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Please test by adding a new data & visit the WiserNotify - Dashboard Data page. Here, You can see all the captured/ received data with its source name.
For more queries, reach us at [email protected] or chat with the support team. We will help you through the integration process.