Improve customer communication with complete details of customer from Solve CRM inside Freshchat.
The Solve360 CRM app allows agents to retrieve contact details of customers from Solve360 CRM and see it in an interactive widget inside Freshchat.
If the customer does not exist as a contact inside Solve360 CRM, the agent can create a new Solve360 CRM entry from the Freshchat inbox.
Provide stellar customer support with Solve360 CRM + Freshchat.
To install Solve360 app
1) Log in to your Freshchat portal and head over to the Freshchat product gallery using link https://web.freshchat.com/a/<your_account_number>/apps
2) Select ‘All’ in Browse by category and search ‘Solve360 CRM’ app.
3) Once you choose Solve360 CRM, you will be redirected to the install page for the app. Click Install.
4) You will need two things to install Solve360 CRM.
2. API Token
5) To find API Token in your Solve360 account
1. Login to your Solve360 CRM portal.
2. Select User Settings from the top right drop down menu.
3. Make sure API is selected on left menu.
4. Copy API Token and paste in Freshchat installation page.
6) Now, you can view your ‘Solve360 CRM’ widget in Freshchat inbox.