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TalkChief logs every TalkChief phone call in your Freshsales Suite account without anyone typing it in. You connect once with your Freshworks login, with no API keys to copy, and from then on each finished call appears on the matching Freshsales contact as a phone call and a Phone sales activity, with the outcome, talk time, the agent who handled it and a link to the recording.

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What TalkChief does in Freshsales

  • Logs every external call: inbound and outbound calls are logged. Calls between two TalkChief extensions are not logged.
  • Two records per call: a phone call on the contact’s timeline, and a sales activity of your account’s Phone type with the call’s start and end time, owner and outcome.
  • Finds the right contact: TalkChief looks up the caller’s number (or the number you dialed) in the Mobile and Work phone numbers of your Freshsales contacts.
  • Creates contacts for new numbers: when no contact has the number, TalkChief creates one with the number as its mobile number and the caller ID name as its name (or the number, when there is no name). When your account has a lifecycle stage named Lead, the new contact gets that stage. You can turn this off.
  • Assigns the activity to the agent: the sales activity’s owner is the Freshsales user whose email matches the TalkChief agent’s email. When no user matches, the contact’s owner is used.
  • Adds the recording: when the call was recorded, the notes of both records include a link to the recording.
Each logged call shows: Calls usually appear in Freshsales within a few minutes of hanging up.

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Before you start

  • You are a company admin in TalkChief.
  • You use Freshsales Suite: the web address you see when you are signed in to Freshsales ends with myfreshworks.com. Freshsales Classic is not supported.
  • You connect with a Freshsales user who can see and create the contacts and sales activities TalkChief works with. TalkChief sees only what that user can see in Freshsales, so connecting as an admin is the simplest choice.
  • One Freshsales account can be connected to one TalkChief company.

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Connect Freshsales

1

Open Integrations in TalkChief

In the TalkChief web app, select Integrations under Configuration in the sidebar. The page opens on the CRM tab.
2

Start the connection

On the Freshsales card, select Connect. The Connect Freshsales window opens.
3

Enter your Freshsales address

In Freshsales address, enter the first part of the web address you see when you are signed in to Freshsales, for example yourcompany.myfreshworks.com. You can also paste the whole address from your browser. Fill in Organization URL (optional) only when your Freshworks organization URL is different from your Freshsales address. Select Connect. TalkChief sends you to Freshworks.
4

Sign in and choose the account

Sign in with your Freshworks login. If your login has more than one account, choose the account with the address you entered, and select Continue.
5

Approve access

Freshworks shows the access TalkChief asks for (see Data TalkChief uses in Freshsales). Select Agree.
6

Confirm in TalkChief

Freshworks sends you back to Integrations in TalkChief. A message confirms that Freshsales is connected, and the Freshsales card moves to your connected integrations with a Connected label.
7

Test with a real call

Make or receive a call with TalkChief. A few minutes after you hang up, open the contact in Freshsales and check that the phone call and the Phone sales activity are on it.

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Choose what gets logged

On the connected Freshsales card in Integrations, select the settings (gear) icon. The Freshsales settings window shows the connected Freshsales account and three switches you can change at any time. Each change is saved as soon as you flip the switch and applies to calls that end afterwards.

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Data TalkChief uses in Freshsales

When you connect, you allow TalkChief to: TalkChief writes phone calls, Phone sales activities and new contacts to Freshsales. It does not read or change your deals, accounts, tasks, emails or other records, and it does not copy your Freshsales contacts into TalkChief.

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Disconnect Freshsales

To stop logging calls, open Integrations in TalkChief and select the trash icon on the Freshsales card (or Disconnect in the Freshsales settings window), then confirm with Yes, disconnect. When you disconnect:
  • Calls are no longer logged in Freshsales. Calls that were waiting to be logged are dropped.
  • TalkChief deletes the access it stored for your Freshsales account.
  • Calls, activities and contacts already in Freshsales stay there. Nothing is deleted from Freshsales.
You can connect again at any time: the Freshsales card returns to Discover more integrations, where you select Connect.

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Troubleshooting

The card shows Reconnect needed when Freshworks no longer accepts TalkChief’s access, for example because the access expired or the Freshsales user who connected was removed from the account. Select Reconnect (on the card or in the Freshsales settings window); the Connect Freshsales window opens with your address filled in. Approve access again. Calls that ended in the meantime are logged once you reconnect, as long as you reconnect within 7 days.
Enter the address of a Freshsales Suite account: it ends with myfreshworks.com (or freshworks.com for an organization URL), for example yourcompany.myfreshworks.com. Freshsales Classic addresses are not supported.
TalkChief checks that the access you approved opens the Freshsales address you entered. Make sure you chose that same account on the Freshworks screen, then connect again.
A Freshsales account can be connected to only one TalkChief company, so that each company’s calls stay in its own CRM. Disconnect it from the other TalkChief company first, or connect a different Freshsales account.
TalkChief matches the contact by its Mobile or Work phone number. Check that the contact has the caller’s number in one of those fields. If Create contacts for new numbers is off, calls from numbers Freshsales doesn’t have are not logged.
The owner is the agent’s Freshsales user only when the agent’s TalkChief email matches a Freshsales user’s email; otherwise the contact’s owner is used. Use the same email in both, or add the agent as a user in Freshsales.
TalkChief picks the Phone outcome whose name matches the call: Connected (or Interested), Left voicemail, Busy or No answer. If your account uses other names, the call is logged without an outcome.
Freshsales limits how many API requests an account can make each hour (1,000 on the Free and Growth plans, 2,000 on Pro and 5,000 on Enterprise). Each call takes about four requests. When the limit is reached, TalkChief waits and logs the calls later.
For anything else, contact TalkChief support at support@talkchief.io.