Freshsales
CRMBeta
Overview
Connect Freshsales to Chat Aid to make your crmdata searchable and accessible through AI-powered conversations.
How to Connect
- Navigate to Integrations in your Chat Aid dashboard
- Find Freshsales in the CRM category
- Click Connect
- Authenticate with your Freshsales credentials
- Select which content to train on
- Click Start Training
What Data is Accessed?
Chat Aid requests read-only access to your Freshsales content. We never modify, delete, or share your data with third parties.
Auto-Retrain
Keep your Freshsales data up-to-date by configuring automatic retraining schedules (Daily, Weekly, or Monthly).
Need Help?
Contact our support team at support@chataid.com