How do I connect my Freshworks CRM account with LateShipment.com?

Here’s how you can connect your Freshworks CRM account with LateShipment.com:

1. Create a mandatory custom field to capture Tracking Numbers
   • Login to your Freshworks CRM account
   • Go to Admin Settings > CRM Customization > Leads Module
   • Click on Additional Information
   • Select the Add field with these details
     • Tracking Number as the Field label
     • Text area as Field type
     • Select the checkboxes against “Mark this field as required” and Mark this field as unique
     • Click Save.
        
2. Enable Webhook

• Go to Admin Settings > Automation > Workflows > Create Workflow.
• Name your workflow.
  
  Set up these conditions:
• Which record type does this workflow apply to? – Pick “Lead”.
• When do you want to execute this workflow?
• Execute “whenever the record is created or updated”.
• Select run as “once, for each record”.
   

3. What conditions should trigger workflow actions?

• Set the Toggle to “AND”
• Add Condition > Lead Property > Select a field as “Tracking Number” > Pick “is not empty”.
• What actions should be performed?
• Add Action > Select Trigger Webhook.

4. Make the following updates under Webhook Settings:

• Select “Post” as the Request Type.
• Paste the Webhook URL generated in your account under the Callback URL
• Select Encoding as “JSON” and content type as “Simple”.
• Select the required fields under Content:
  • Id
  • First name
  • Last name
  • Emails
  • Mobile
  • mobile number
  • Company website
  • Order Details
     

Click Save.