The custom module app allows agents to view Deals, Accounts, and other custom module information from the conversation inbox. The custom modules can be related to contacts, accounts or deals

Connecting Your CRM Account 1. Enter your Sales domain URL in the format 'yourcompany.myfreshworks.com'. 2. Input your Sales API key. To obtain these details, navigate to Admin → API Settings → CRM API details. App Configuration Each module configuration requires the following inputs: 1. Module - Select the module that should be displayed to the agent. This can be native modules like Deals & Accounts or custom modules that you specifically configured for your account. 2. Related to - Select which native module the custom module is related to. This field accepts Contacts, Accounts, or Deals. Note: The value for the Accounts & Deals module is not editable. By default, it is set to Contacts. If a custom module is related to Accounts or Deals, ensure that module visibility is set by enabling the 'Show module in app' checkbox. 3. Lookup field - Select the lookup field that links the custom module to the native module. This is usually configured in the custom module during its configuration. For instance, if there is a custom module called 'Membership' related to contacts, your lookup field named 'Related contact' will be configured under the custom module. Note: This value for the Accounts & Deals module is not editable. By default, it is set to Related Contact. Custom modules related to contacts also should have ‘Related contacts’ as the lookup field Fields to display - Select the fields from these modules that agents should see for each module. For more info, please refer to this article - https://crmsupport.freshworks.com/en/support/solutions/articles/50000009769-custom-modules-app