MessageBird for Freshsales Suite
After successful authentication as mentioned above, you can view the MessageBird icon in all the places of Freshsales.
Go through the documentation below for all the details and features of the extension.
Send MessageBird messages from any Freshsales contac
Access MessageBird chat history
Access the Inbox of MessageBird conversations
View the history of messages within the contact.
Receive real-time notifications for incoming MessageBird messages
Send pre-defined messages using message templates
View the statistics of messages sent via the integration
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.
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.
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.
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.
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.
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.
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.
Select 'App Usage Analytics'.
Here you can view the statistics of the usage of the application.
Select 'Reset App Configurations'.
Enter 'confirm' and click on 'Reset'.
The complete history of the application would be deleted.
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.
In order to make the sender a default sender, click on the pin icon adjacent to the name of the sender.
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.
Click on the edit icon adjacent to the name of the template.
Make the required changes.
Save the edited 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.
In case of additional credit requirements, top-up your Ulgebra Credits.