MessageBird for Freshsales Suite

Installation & Setup

• Add the AppCursor Chrome extension to your browser.

• Visit the Ulgebra Apps Marketplace.

• Select Freshworks CRM

• Under MessageBird, click on 'Install MessageBird for FreshWorks CRM'.

• Enter the Freshsales domain.

• Enter the Feshsales API Key.

• Authorize the Freshsales account.

• Enter the live MessageBird Access Key.

• Authorize the MessageBird account.

MessageBird has been installed inside Freshsales CRM.

Applications

MessageBird Messages

• Select any Freshsales contact.

• Click on the Ulgebra icon.

• Select the MessageBird icon.

• Select your MessageBird channel from the Choose Sender drop-down.

• Incase you wish to include other contacts, click on 'Add Recipients'.

• Enter the required contact number.

• Click on 'Add'.

• Select a Freshsales filter to add all the contacts within the filter.

• Search for a particular contact to add the contact.

• Enter a default country code.

• Select the settings for the default country code.

• Insert a template or enter the message.

• Include attachments, emojis and placeholders if required.

• Send the MessageBird message to the Freshsales contact.

MessageBird Chats

• From the drop-down adjacent to MessageBird, select Chat View.

• Select the MessageBird Channel and Recipient contact number.

• You can now view the history of conversations held.

• Also, you can send messages from the Chat View.

MessageBird Message History

• Within any Freshsales contact, access 'Notes'.

• Here you can view the history of MessageBird messages associated with the contact.

Send Messages to one or more contacts

• Select the required contacts from the list view of any Freshsales module.

• Click on the Ulgebra icon and select MessageBird.

• Select the MessageBird channel to send the messages from.

• Click on 'Add Recipients' to include additional contacts.

• Enter the message or insert a template.

• Insert placeholders, emojis, and attachments if required.

• Send the MessageBird message.

MessageBird Inbox

• From the drop-down adjacent to MessageBird, select 'Conversations View'.

• You can now access the MessageBird Inbox containing all the conversations held via MessageBird.

• Select any conversation to view the history of selected conversation.

• You can also view the read receipts for the sent WhatsApp messages.

• The incoming WhatsApp messages would be high lighted in order to reply to messages at the earliest.

• Easily send messages to contacts from the MessageBird Inbox.

• Select any MessageBird sender to view all conversations held with the particular sender.

• Also, search for a particular contact number to view conversations held with the contact.

Realtime Notifications

• You can view the number of latest messages at the bell icon.

• Click on the bell icon to view the real-time notifications.

• View the read and unread messages.

• Select any notification to be redirected to the message.

• Access the associated contact from the notification.

• Open the complete chat in a new tab.

• Access the complete chat within the extension interface.

Send messages using workflows

• Click on the settings icon available on the panel on the left side.

• Select 'Manage Workflows'.

• Click on 'Create workflow'.

• Enter the name of the workflow to be created.

• Select the Freshsales module for which the workflow is created.

• Select the trigger for the execution of the workflow.

• Setup the conditions for the workflow.

• Select the action as 'Trigger Webhook'.

• Within any Freshsales contact, access the application.

• Select the MessageBird channel and enter the message to be sent by the workflow.

• Click on 'Get Workflow Code'.

• This way you can obtain all the details for the workflow setup.

• Select the request method as POST.

• Copy the Webhook URL and paste it under callback URL.

• Select the encoding format as JSON.

• Select 'Compose request body' as Advanced

• Copy the workflow parameters and paste it under Content.

• Erase the value adjacent to 'To' within the double quotations.

• Click on Insert placeholder and select the phone number field of the contact.

• Erase the value adjacent to recordId and insert the field contact Id.

• Save the webhook.

• Enable the workflow.

Extension Settings

• Within the MessageBird for Freshsales CRM application, click on your Ulgebra profile.

• You can now access the extension settings page.

Incoming MessageBird Messages

• Select 'Incoming events sync'.

• Enable 'Capture incoming messages' to receive incoming messages from the MessageBird channels.

• New Freshsales contacts would be created for incoming messages from non-existing contacts.

• In case you do not wish for new contacts to be created, enable 'Ignore messages from NEW customers'.

• You can view the list of all the channels associated with your MessageBird account.

• Enable the channels from which incoming messages are to be received.

• Disable the channels from which you do now wish to receive incoming messages.

Desktop Notifications

• Allow multiple users to receive desktop notifications for your incoming MessageBird messages.

• Select 'Message Notifications' on the settings page.

• Enter the email id of the user who is to receive the desktop notification.

• Ensure that the user has an Ulgebra account in the entered email id.

• Click on 'Add user'.

• Share the received invite link to the respective user.

• The user must access the link in their browser.

• Click on 'Start Receiving notifications on this browser'.

• The user can now receive the desktop notifications for your incoming MessageBird message.

MessageBird for Freshsales Tab

• Select 'Open in New Tab' to access the extension in a separate tab.

• This was you can access the extension features as any moment.

MessageBird Analytics

• Select 'App Usage Analytics'.

• Here you can view the statistics of the usage of the application.

Application Reset

• Select 'Reset App Configurations'.

• Enter 'confirm' and click on 'Reset'.

• The complete history of the application would be deleted.

MessageBird Senders

Add Senders

• Click on 'Choose Sender'.

• Select '+Add New Sender'.

• Select the sender type as SMS, WhatsApp or Viber.

• Enter the MessageBird Sender Id.

• Enter the display name for the sender.

Default Sender

• In order to make the sender a default sender, click on the pin icon adjacent to the name of the sender.

Template Messages

MessageBird Approved Template

• Access the MessageBird approved WhatsApp templates within Freshsales.

• Click on 'Insert WhatsApp Template'.

• Select the required template.

• Enter the values for the variables within the MessageBird approved template.

• Here you can select a Freshsales field or enter the custom value for the variable.

Add New Template

• From the Insert Template drop-down, click on '+Add New Template'.

• Enter the name of the template.

• Enter the content of the message template.

• You can insert placeholders, emojis and attachments within the template.

• Save the message template.

Edit Template

• Click on the edit icon adjacent to the name of the template.

• Make the required changes.

• Save the edited template.

Delete Template

• Click on the delete icon adjacent to the name of the template.

• The template has now been deleted.

Simplify communication using the features above.

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