How to integrate Freshsales with Freshdesk?
If you use Freshdesk to manage your customer support, you can integrate your Freshdesk account with the web application.
Manage your business better by
- Keeping yourĀ sales agentĀ updatedĀ with anyĀ ticketsĀ raised by their customers
- Automatically syncing yourĀ support and sales Contacts.Ā
- ThisĀ two-way integrationĀ ensures migration of all your existing customers in Freshdesk as Contacts/Accounts or both
This integration allows:
- 1. Sync fields from Contacts and Accounts/Companies Ā
- To list tickets under Contact and Account profile in Freshsales
- Freshsales Users to get free limited access to Freshdesk
How to enable the integration?
This is how you can set up the integration:
- Login to the web application as anĀ Administrator.
- Go toĀ Admin Settings > Marketplace Apps
- Search for Freshdesk
- You are directed to theĀ ConfigurationĀ page
- Enter yourĀ Freshdesk domainĀ andĀ APIĀ key.
Note:Ā
To know yourĀ API key, login to your Freshdesk account, click yourĀ Profile pictureĀ and selectĀ Profile Settings. Ā
- Copy the API key that you see and paste it into the field API key in the web application.
Proceed to the Settings tab in Marketplace when youāre done.
- Under the SYNC SETTINGS tab,
- Choose to sync your tickets and contacts/ accounts or Both contacts and accounts.
- Next, choose the 'Direction of the Sync' that you want.
You can choose from:
- 2-way sync (from Frehsales to Freshdesk and from Freshdesk to Freshsales)1-way sync (from Freshsales to Freshdesk)1-way sync (from Freshdesk to Freshsales)
- Ā Ā 4.Ā SaveĀ the configuration for now. You are directed to theĀ MAP FIELDSĀ tab.
Ā Ā Ā Ā Note: The sync happensĀ every 30 mins.Ā
FIELD MAPPING
1.Ā Non editable(pre-mapped) default fields
- Certain default fields areĀ already mappedĀ and canāt be changed.
- The unmapped default fields can be mapped to other default as well as custom fields
2. Custom field mapping:
- Custom fields of Freshdesk can be mapped to custom or default fields of Freshsales and vice-versa.
- Custom fields of all field types can be mapped and synced.
- You need to ensure that all yourĀ mandatory custom fieldsĀ are mapped. Only then, will theĀ Start syncĀ button work
- In case you create a new custom field and want it to be reflected in the Field Mapping tab, click theĀ Refresh field listĀ button.
- Leave the mapping empty if you don't want to sync the field.
3. Field type mapping:
- Text field type can be mapped to any other type of field too.
- Updates of Checkbox type fields are overwritten from the source to the destination during the sync.
- Drop-down fields can be mapped to only Dropdown fields. You can map it at a choice level.
Ā Ā Ā Ā Ā Ā 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.
Ā Ā Ā Ā Ā Ā A prospect who is in theĀ ContactedĀ stage in Freshdesk should be updated as aĀ CustomerĀ in Freshdesk after the sync.
Ā Ā Ā Ā Ā Ā You may use the same stage in Freshdesk and map it to multiple stages in Freshsales and vice-versa. Ā
Ā Ā Ā
System fields like created at, updated at canāt be mapped and syncedĀ Ā Ā Ā Ā Ā Ā
Ā
LOGS:
Once your sync is complete,Ā
- Sync start date and time
- Sync end date and time
- Direction of sync
- The number of Contacts created/updated or failed(if any) is shown.
In case of failed records, download the error log by clicking the link 'Download Error Details'. It's downloaded as a .CSV file.
Note:
- This sync happensĀ every 30 mins.
- All duplicates are updated.Only empty fields are updated for the existing lead/contact.
- Only for a checkbox field, values are overwritten.
For instance:Ā
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')Ā
Ticket Listing
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..Ā
After youāve enabled Freshdesk, support tickets of contacts created in real time and are listed with the relevant records in Freshsales.Ā
To view the tickets,
- Click on a ticket toĀ view the details of that ticket,Ā add a noteĀ (public and private) andĀ update ticket properties.Ā
- You can create a ticket for your lead by clicking theĀ Create ticketĀ button from the list view page. The tickets you create are listed on the same page.
- You can also send an email and make a call to the contact from the ticket's details page.
Freshsales Guide
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Contact And Account management
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Deal Pipeline Management
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Contact Scoring
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
Organization Settings
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Custom Modules
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Sales Emails
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Sales sequences
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Phone Settings
Customize your phone number, assign numbers to your team, create call queues and more.
Chat Settings
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Marketplace Apps
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
User or Agent Settings
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Configure, Price, Quote
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Record Management
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
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