Integrating Freshworks CRM

DataGrail’s Freshworks CRM Integration provides data mapping and privacy request functionality allowing your business to do the following:

• Identify Data Subject PII stored in Freshworks CRM for automatic fulfillment of privacy requests.
• Delete Data Subject PII stored in Freshworks CRM for automatic fulfillment of privacy requests.

**Note: if you do not have admin rights in Freshworks CRM you will not be able to complete this integration. Please contact your Freshworks CRM Admin for assistance.

Step 1: Get Freshworks CRM API Key

1. Log in to your Freshworks CRM account, using the domain name that you got at registration of the account.

   

2. Enter your email address and password.

   

3. Click your profile icon in the upper right corner and select Settings.

   

4. Click the API Settings tab.

   

5. Copy your API Key and store it securely.

Step 2: Connect Freshworks CRM

1. Return to to DataGrail.

2. Click Connect within the Integration page for Freshworks CRM.

   

3. Enter API Key obtained from Step 1 and the domain name that you got at registration of your Freshworks CRM account.

   

4. Click Connect.

   

5. If there are additional Freshworks CRM accounts to integrate follow these instructions:

   1. Click Edit Connection within the Integration page for Freshworks CRM.

      

   2. From the drop-down, select +Add New Connection.

   3. Under Connection Name, enter a new name to identify this separate account (ex: Freshworks CRM Training Account).

   4. Repeat Step 1 to get an API Key for this new account.

   5. Enter API Key and domain name of your Freshworks CRM account.

   6. Click Connect.

      

6. In DataGrail, if you have any other integrations not connected (no green check mark) please click Connect to complete the configuration and reference the Help Docs link for instructions