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Freshsales Suite

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View customers' information stored in the CRM without moving out of Freshdesk.
Published by Freshworks(about 4 years ago)
Free
8.9k
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
Key features of this integration: * Agents at Freshdesk can view the CRM contacts, deals (recent five deals), and accounts that are linked to a customer who raised a ticket. * The CRM information is displayed on the Ticket Details and Contact Details pages of Freshdesk thereby providing contextual support to agents. * The CRM contact can be directly created from Freshdesk.

App Details

Categories
CRM & Sales

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App Details

Categories
CRM & Sales

Developer Resources

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

Marketplace Resources

Pre-Installation: In order to install the CRM app in Freshdesk, you need to obtain the CRM API Key: 1. Log in to the CRM and click your profile at the top-right corner. 2. Select "Profile Settings". 3. Select the API settings tab on the profile settings page. The API key is available on the right side. Copy the key to your clipboard. App Installation: 1. Log in to your Freshdesk account as an administrator. 2. Go to Admin→ Helpdesk Productivity → Apps → Get More Apps. 3. Select Freshsales Suite under CRM category and click Install. 4. Enter your CRM credentials. 5. Enter the username and API key and then click Update. The Freshworks CRM app for Freshdesk will be installed. 6. In Freshdesk, go to the CRM settings page, select the Contact, Deal and Account fields that should be displayed in Freshdesk. 7. You can select up to 10 fields each, for Contact, Deal and Account. By default, only the Full Name field is displayed. For information on app configuration and and usage, click the link below: https://support.freshdesk.com/en/support/solutions/articles/50000003048-how-to-integrate-freshworks-crm-with-freshdesk

App Details

Categories
CRM & Sales

Developer Resources

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

Marketplace Resources

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App Details

Categories
CRM & Sales

Developer Resources

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

Marketplace Resources

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