The FullContact CRM Connector app for Freshchat enables seamless access to your CRM data within Freshchat and allows efficient synchronization between the two platforms. 


This integration is powered by the FullContact CRM connector app, which links contacts and accounts between Freshchat and FullContact and provides the flexibility to choose the direction of synchronization.

Note: The term Freshchat used in this article also applies to the Customer Service Suite product.


Prerequisites:

Ensure that you have admin permissions in Freshchat.


This article includes:
  1. Install the app
  2. Configure data sync
  3. Manage your account 
  4. Pricing

Install the app

  1. Log in to your account, go to Admin Settings > Marketplace and Integrations > Marketplace Apps.
  2. Search for the FullContact CRM Connector App.

  3. Click Install and connect your account.

  4. Enter the following details:
    • Freshchat domain (yourcompany.freshchat.com)
    • Freshchat API key
      To find your Freshchat API Key, go to Admin Settings > Marketplace and Integrations > API settings.
      Complete the Captcha verification to view the key.
    • CRM domain
    • CRM API Key
  5. Select the agents who will have access to the FullContact configuration.
  6. Click Install to complete the setup.
  7. Once the installation is complete, you can view the app icon on the left navigation pane. If you have more than one installed app in your account, the apps will be grouped. 

Configure data sync

To synchronize data between Freshchat and the FullContact CRM Connector app: 

  1. On your Freshchat account, click on the FullContact CRM Connector (full-page) app icon from the left navigation pane.
  2. Go to the Data sync tab and click Configure sync.
  3. Enter your FullContact API key. To find the API key, go to Settings > API keys > Generate API Key.
  4. In the recipe section, click Edit and map the fields from FullContact that you want to map to Freshchat.
  5. Once the configuration is complete, click Test recipe to verify if the data is flowing.
  6. If the data flows without issues, enable the recipe's toggle to start.

Manage your account 

The Data Sync tab includes the following sections:


Analytics: This section displays the number of successful and failed jobs and the tasks consumed.


Account: You can modify the configured FullContact account or authenticate with another user’s credentials.

Pricing

The FullContact CRM Connector app is a paid add-on priced at $80 per 5000 tasks and aligns with your billing cycle. For example, for a monthly billing cycle, tasks expire monthly or annually for an annual plan. 


To purchase the add-on:

  1. On your Freshchat account, go to Admin Settings > Account and Billing > Plans and Billing > Manage plan.
  2. Select the number of Connector App Task Packs you wish to purchase.
    Please note that you can purchase the add-on only when you have an active subscription with Freshchat.


How are tasks calculated?

Every action block in the recipe constitutes a task. For every contact created in Freshchat, two tasks will be consumed to enrich the contact data.