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Freshworks CRM

View your customers' information stored in Freshsales Suite without moving out of Freshservice.
Free
3.7 (3)
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97 installs
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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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OverviewReviews How to install?
Below are the key features of this integration: In Freshservice, agents can perform the following: * Freshservice agent can view the Freshsales Suite contacts, deals(recent 5 deals), and accounts that are linked to the customer who has raised a ticket. * Freshsales Suite information will be shown on ticket detail pages of Freshservice helping agents to provide contextual support.
3.7
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97 installs
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Romil Sheth
App Installation: 1. Login to your Freshservice account as an administrator. 2. Navigate to Admin→Settings → Apps → Get More Apps. 3. Search for the Freshworks CRM app and click Install. 4. Enter your Freshsales Suite credentials like domain name and API key, then click Authenticate, and then it displays the Contact, Account, and Deal fields that you want to be displayed in Freshservice. 5. You can select up to 10 fields each for Contact, Deal, and Account. By default, only Full Name is displayed. Then you will click Install to install the Freshworks CRM app. 6. After installation if you want to update app details In Freshservice, go to the Freshworks CRM app settings page and update the details.
* Charges may apply from the app developer.
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