Setup guides · CRM & sales

Connect Freshsales to ZeroDelay

Once connected, your team asks Freshsales questions on WhatsApp, Telegram or the web app, in English, Hindi or Gujarati, and gets the answer in seconds. Everyone sees only the accounts you assign to them.

What people can ask

• Open deals with a customer: “open deals with Shah Traders”
• Follow-ups and tasks due: “follow-ups due today”
• New leads or contacts: “new leads this week”

How to connect

1. In Freshsales, click your profile picture → Profile settings → API settings.
2. Copy your API key.
3. Your address is the one in your browser, e.g. acme.myfreshworks.com.
4. In your ZeroDelay console, open Connections → Freshsales → Set up, and paste Freshsales address, API key (Profile settings → API settings). We test it before saving; keys are stored encrypted.

What ZeroDelay reads

Only what someone asks for, when they ask. We send the answer and keep a reference, not a copy of your records; customer and item names are cached for up to a day so names can be matched. The connection is read-only: nothing is changed in Freshsales.

Disconnect

In the console, open Connections and remove Freshsales. Also delete the key in Freshsales if you no longer need it.

Need help?

Email [email protected] or book a setup call.