Pinnacle for Freshsales

Step 2: Click the "Add extension" option to continue adding the extension to chrome.

Step 3: Go to the Ulgebra marketplace. Under Freshworks CRM, search for the application "Pinnacle for Freshworks CRM" and install it.

Step 4: Now, sign in to Ulgebra using either sign in with google or sign in with email option. Make sure, you are signing in with the Freshworks mail ID.

Step 5: You have to now authorize your Freshworks account. Enter your Freshworks domain and API key in the space provided and click the "Authorize Now" option.

Step 6: To get your API key, click your Freshworks profile --> Click "Settings" --> Click "API settings" --> After authentication, you can get your API key. Copy and paste the same in the space provided and authorize your Freshworks account.

Step 7: Get your Pinnacle API key from your Pinnacle account and paste them into the space provided and click the "Authorize Now" option to authorize your Pinnacle account.

Once you have authorized, you are ready to use the application.

Step 2: Select the sender from the drop-down. You can view the contact's number fetched automatically. Enter the default country code if required. If there is no country code, the messages will not be delivered.

Select the approved template from the drop-down. You can also insert emojis if required with the text message. Click the "Send SMS" option to send the message.

Step 3: Once the message is sent, you will get the notification and status of the message.

2) Send messages to contacts

Step 1: Go to any of the Freshworks contacts and click the Pinnacle icon in the App cursor. Select the Sender from the drop-down and click the "Add Recipients" option.

You can find the options to send messages to contacts which are selecting a filter and sending messages,  Searching and adding list of contacts or adding the number manually.

Step 2: Add default country code if required or else the messages will be failed. You have multiple options for configuring the country code.

• Do not add Country code - If you have a country code for all your existing records in your CRM, you can select the ignore option.

• Add for all phone numbers - If all your existing records in your CRM don't have any country code you can select this option which will country code for all your numbers.

• Add if phone number starts with 0 - In case you have phone numbers in your existing records were saved with 0 (usually applies for abroad numbers) you can select this option.

• Add if phone number does not start with country code - In case some of your records in CRM don't have any country code in them you can select this option which will add country code only for the numbers which don't have a country code in it and ignore the ones which already have country code in it.

Step 3: Select the template message and click the "Send SMS" option to send the message. 

4) View the message history inside each contact record

Go to any of the Freshworks contacts and under "Notes" you can view all the outgoing messages sent to that particular contact.

5) Add additional Senders

Step 1: Click the drop-down "Choose Sender". Now, click the "Add New Sender" option to create a new Sender.

Step 2: Select the channel from the drop-down. Enter the Sender ID and Display name. Once done, save the new sender by clicking the "Save Sender" option.

Step 3: Once saved, you can fetch the new sender from the drop-down to send out messages using the extension. You can also, pin the sender in default or delete it if required.

Step 2: Click the "Create workflow" option to set up a new workflow to send automated messages.

Step 3: Name your workflow and provide some descriptions if any. Select the module for which you want to set up the workflow and select the appropriate conditions for the workflow to meet.

Step 4: Now, add the action from the drop-down to happen once the conditions are met.

Step 5: Select the "Trigger Webhook" option.

Step 6: Select the Request method as "Post". Enter the webhook URL in the callback URL section.

Select the encoding type as "JSON" and compose request body as "Advanced".

Copy and paste the workflow code in the space provided.

Step 7: For getting the webhook URL and workflow code, go to any of the Freshsales contacts and click the Pinnacle app cursor.

Click on the profile icon and check for the option "Workflows".

Step 8: Copy the webhook URL and workflow code. Paste the same in the required spaces in the workflow setup.

Step 9: Replace the "Fill_Here" option with the required values. You can insert the values using the "Insert placeholder" option available.

SMS Parameters:

"sender" - Enter the Pinnacle Sender ID 

"number" - Enter the phone number field of the client (Click the "Insert Placeholder" option and fetch the number field value.)

"text" - Enter the approved template message content

"module"   - Enter the module name in lowercase (Eg. "contacts")

"recordId" - This can be the contact ID

WhatsApp Parameters:

"from" - Enter the Pinnacle Approved WhatsApp number.

"to" - Enter the phone number field of the client (Click the "Insert Placeholder" option and fetch the number field value.)

"templateId" - Enter the approved template ID.

"url" - Enter the media URL if you have any. Or else, remove this parameter

"placeholders" - If you have any parameters in the approved templates, enter their values in this field.

"module"   - Enter the module name in lowercase (Eg. "contacts")

"recordId" - This can be the contact ID

Note: If you don't have a country code inside the CRM you can configure the country code value in the workflow. You can add them in the workflow parameter "To". 

Example: "To": "+91{Phone number}" where {Phone number} is the field you fetch using the "Insert Placeholder" option.

Step 10: For inserting the placeholder, keep the cursor where you want to enter the value and click the "Insert Placeholder" option. Select the required value from the drop-down. Eg. You can give the record ID value as the contact ID.

Step 11: Once you have selected the placeholder, "Save" it. Now, the required placeholder value will be added to the workflow code.

Step 12: The Process to send multiline messages:

If the message content contains multiline and some new lines or breaks, follow the steps below before entering the message "Body":

• Go to any of the Freshsales contacts and click the Pinnacle app cursor.

• Click on the profile icon and check for the option "Workflows".

• Enter the Multiline message in the first provided text box.

• You will get a text in the second text box which you should copy.

• Paste the same in the workflow for the "Body" parameter.

• Add the placeholder values if you have any in the message content.

Step 13: Once all the values are added, click the "Save" option and save the workflow.

Step 14: Now, enable the workflow by clicking the "Enable" option and activate it.

Step 15: Now, the workflow has been created and messages will be sent whenever the conditions are met.