Overview

Torii integrates with Freshsales and syncs:

• Users, including name, email, status, role, and teams/groups
• License type (Full Time Agent)
• You can constantly stay updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.

Requirements

To connect this integration, we require the following:

Accounts & Permissions

• An active Freshsales account.
• A Freshsales API key is generated per user and only exposes the data that user can see. We recommend generating it from a user with Account Admin/Administrator permissions and global (not territory-restricted) access, so Torii can retrieve the complete list of users, roles, and teams.

Required keys

• Freshsales Account URL - your account's web address, for example https://yourcompany.myfreshworks.com (also supports *.freshworks.com and legacy *.freshsales.io addresses).
• API Key - generated in Freshsales under Personal Settings.

How to Generate the Required Values

Step 1: Identify your Freshsales Account URL

1. Note the web address you use to sign in to Freshsales, for example https://yourcompany.myfreshworks.com. This is your Account URL.

Step 2: Generate your API Key

1. In Freshsales, click your profile avatar (top right) and select Personal Settings.
2. Open the API tab (API Settings).
3. Complete the "I'm not a robot" check to reveal your key.
4. Copy the value under Your API Key.

How to Connect the Integration

1. Go to the Integrations page in Torii.
2. Search for Freshsales and click Connect.
3. Enter your Freshsales Account URL and API Key.
4. Click Connect.

Q&A

Q: Why do some users show up as deleted in Torii?

A: Freshsales users who are deactivated or marked as forgotten both appear as deleted in Torii. A user who was invited but has not yet accepted the invite shows as active with an inactive license, since their account exists but their license has not been activated.

For any further questions, please contact Torii Support.