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Automate.io: Connect Freshdesk to 100+ Apps

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Automate.io: Connect Freshdesk to 100+ apps like Salesforce, Facebook Lead Ads, Google Sheets.
Published by support(about 4 years ago)
Free
56
Version 1.0
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
With Automate.io you can connect Freshdesk to marketing platform, sales, project management, collaboration, and lead capture form apps. Automate.io empowers support agents to their routine tasks and boost their productivity. One can set up a simple one-to-one integration, or a workflow spanning across multiple apps in minutes - without any technical help. It saves hours of time so that you can focus on providing better support to your customers. You can integrate Freshdesk with all your other apps like: • CRM - Salesforce, Pipedrive, Infusionsoft, Hubspot CRM. • Marketing - MailChimp, ActiveCampaign, Hubspot, Facebook Lead Ads. • Forms - Typeform, Wufoo, Unbounce, Jotform, Google Forms. • Payments & Invoicing - Quickbooks, Xero, Stripe, PayPal. • E-Commerce - WooCommerce, Shopify, BigCommerce. • Support - Intercom, Jira. • Collaboration - Zoho Mail, Asana, Gmail, Office 365, Trello, Slack, Google Apps, Dropbox. Here are a few popular & smart workflows you can do with Freshdesk: • Sync your contacts data across all your other apps like Salesforce, Hubspot, MailChimp. • Connect your Marketing Apps and trigger automated emails to customers in Freshdesk. • Backup contacts or conversation/ticket data to Google Sheets. • Never miss a mention on Freshdesk. Create Trello cards for user mentions on Freshdesk. • Stay on top of sales and support tickets with alerts. Receive instant alerts on Slack on a new ticket in Freshdesk. • Automatically sync leads from any lead generation forms to Freshdesk (ex. Facebook Lead Ads, Wufoo, Google Forms, Typeform, etc.) • Enrich contact data automatically by integrating Freshdesk with lead enrichment tools (ex. Clearbit) Benefits of Automate.io for Freshdesk Users: • 100+ Integrations Available: Automatically sync data across Freshdesk and 100+ apps like Slack, Trello, Asana, Wufoo, Typeform, Facebook Lead Ads, Google Sheets within minutes. • Zero Coding Required. • Simple Drag & Drop Interface. • Multi-Step Bots: Users can create automated workflows with multiple Actions for a single Trigger. • Faster Data Sync: Data Check Interval between apps is less than 5 minutes. • Get Granular Control Over Your Automation: Users can create & trigger automation if they meet certain conditions, like including keywords or values.

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Data management & Analytics

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Data management & Analytics

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Developer SupportWebsite
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How It Works? 1. From your Automate.io dashboard, click on create a Bot 2. Add your Freshdesk and other apps you wish to connect, in Automate.io 3. To authorize your Freshdesk app, please provide the API Key and Subdomain Name. 4. You can find the API key by navigating to your "Profile Settings" at the top right corner of your Freshdesk app. For Subdomain Name, it is the subdomain in your URL - {subdomain}.freshdesk.com 5. Select the right trigger and action from your choice of apps 6. Map the data fields across your apps 7. Save your Bot and do a test run

App Details

Categories
Data management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

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App Details

Categories
Data management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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