Pipeliner-Freshservice integration empowers agents to sync user data and configure flexible workflows.
Syncing Freshservice - Pipeliner CRM allows you to keep customer master data up-to-date in both systems. Updates made in one system will synchronize with the other. This allows different teams (e.g. an IT service team and a sales team) who are using different systems work off an up-to-date data set.
The Pipeliner CRM - Freshservice integration allows an agent to sync the following fields based on requirements:
1. Synchronizing Freshservice Tickets, Problems, and Change Requests provides a contextual view of Freshservice items within Pipeliner CRM allowing the users to better understand their customers.
2. Synchronizing entities like Freshservice Assets, Asset Types & Departments provides an insight into the underlying Freshservice data to ensure that CRM users have complete context.
Please visit https://www.pipelinersales.com/crm/apps/freshservice/ and follow the instructions to install the Pipeliner CRM integration for Freshservice.