In order to share your data between Dialfire and Freshsales you need at least a Dialfire account and a Freshsales account.
Install the Dialfire App in your Freshsales account via this link.
You will then be redirected to Dialfire where you also need to log in. It is important that your user has administrator rights in Dialfire.
After successful login, you will be redirected to the app configuration page, where you need to enter your Freshsales API Key and your bundle alias (How to find my API key?).
Data synchronization is based on custom views in Freshsales and campaigns in Dialfire, i.e. all deals within the specified view are transferred to Dialfire for further processing. Changes to contact data in Dialfire are transferred back to Freshsales. Calls and call recordings made in Dialfire show up in the Recent conversations list of the Freshsales contact.
On the left side, select the desired view in Freshsales. On the right side, select a campaign template in Dialfire. You can also set the campaign title in Dialfire. Then click Create.
This creates the connection and also a new campaign in Dialfire. An additional entry appears on the configuration page where the connection can be further configured.
The configuration can be changed at any time. If you want to adjust the configuration at a later time, you just need to open the configuration page again.
To change the configuration of your connection, click Edit.
On the left side you can define which fields of your deals should be shared with Dialfire. By default, many fields are already selected. You can adjust this setting at any time. Changes to the fields you have activated here will also be transferred back from Dialfire to Freshsales.
On the right side you can select the Dialfire Task in which the data should be imported. In most cases you can keep the default setting.
As soon as you press Edit again, the changes will become active.
To transfer the deals from Freshsales to Dialfire, please press Synchronize. This will start the synchronization. From now on, synchronization will be automatic, i.e. new deals in your view will automatically be transferred to Dialfire. Deleted deals or deals that are moved out of the view in Freshsales are also removed from Dialfire.
The connection can be deleted via Delete.
You can create as many connections as you want. For example, you could create a custom view in Freshsales for initial lead calls and a custom view for follow-up calls and call them in different campaigns in Dialfire. But you can also make multiple calls in Dialfire if you adjust the Taskflow accordingly.
Dialfire contact telephony
Log in to Dialfire to call the contacts from Freshsales.
For each Freshsales view you link to Dialfire, a new campaign is created in your Dialfire account.
Depending on which campaign template you have chosen, different tasks and contact forms are automatically created in Dialfire. You can adjust this default configuration to your individual needs at any time.
If you have not used Dialfire yet, please have a look at our documentation or contact our support team.
Common to all campaign templates is the "Freshsales Push" webhook task. Through this task, contact changes and call results are transferred from Dialfire to Freshsales. By default, the Taskflow is already configured to transfer the changes to Freshsales following each call. However, you can always customize the Taskflow according to your own needs.
The same applies to the campaign contact form. It is also preconfigured and can be customized according to your requirements.