How to transfer data to FreshSales?
How to transfer data from Aeroleads to Freshsales?
Login to AeroLeads account from https://aeroleads.com/users/login. This feature can be used by free users too.
Go to Integration page at https://aeroleads.com/integration.
Enter your freshsales subdomain and API key. For example, if your subdomain is example.freshsales.com, your subdomain will be “example”. Also enter your API key. You can find your API key by following these steps here.
Once you add your details, now you can transfer the data from AeroLeads to Freshsales. For this, select any prospect from any list (or select all) and then from Transfer drop-down menu, select “freshsales”. This will open a popup asking if you want to transfer as a “contact” or as a “lead”. Once you chose the option, the data will transfer instantly.
Updated on: 17/10/2022