If you use Freshdesk to manage your customer support, you can integrate your Freshdesk account with the web application.
Manage your business better by
This integration allows:
How to enable the integration?
This is how you can set up the integration:
Note:
To know your API key, login to your Freshdesk account, click your Profile picture and select Profile Settings.
Proceed to the Settings tab in Marketplace when you’re done.
You can choose from:
Note: The sync happens every 30 mins.
1. Non editable(pre-mapped) default fields
2. Custom field mapping:
3. Field type mapping:
Ex: The Contact Stages used in your Freshdesk account could be Prospect, Lead and Customer. You can map it to an equivalent stage in Freshsales.
A prospect who is in the Contacted stage in Freshdesk should be updated as a Customer in Freshdesk after the sync.
You may use the same stage in Freshdesk and map it to multiple stages in Freshsales and vice-versa.
System fields like created at, updated at can’t be mapped and synced
LOGS:
Once your sync is complete,
In case of failed records, download the error log by clicking the link 'Download Error Details'. It's downloaded as a .CSV file.
Note:
For instance:
Say the 'Job title' of the contact already present in Freshsales is 'Sales Agent'. The 'Job title' in Freshdesk for the same contact is 'Sales Manager'. When updated during the sync, the job title of contact in Freshsales is not overwritten to 'Sales Manager'. But in case the field 'Job title' was empty initially, on syncing, the field is updated as 'Sales Manager')
Any support ticket raised by a customer would be fetched from Freshdesk and associated with the corresponding entity's record in Freshsales. Sales reps can create, update, assign the tickets to support agents, and add notes..
After you’ve enabled Freshdesk, support tickets of contacts created in real time and are listed with the relevant records in Freshsales.
To view the tickets,
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
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Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Customize your phone number, assign numbers to your team, create call queues and more.
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
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