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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The Magento 2 Connector for Freshsales, Freshchat and Freshservice will allow you to connect your Magento 2 store and display customer information on the Freshworks side.
This will help to better search and verify information, as well as provide more effective support.
The application, by default, uses the ticket requester email for searching and looks for information on the Magento 2 store. The information found is divided into detailed data about the customer and all orders associated with this customer. In addition, the application can connect several Magento 2 stores at the same time and display information for each store. You can sync your stores with Freshsales, Freshchat and Freshservice accounts and get updates for contacts and deals.
Main features of the application:
1) Providing information about the customer and orders directly on the ticket page
2) Ability to connect multiple stores at the same time and search across all stores
3) Additional search by email or order number. Used if the customer is not found by ticket requester email or if you want to find data by other email/order
4) Filtering orders. Helps to find the right order if there are too many of them.
5) Links to the customer, order and product pages on your Magento 2 admin panel (you should be authenticated).
6) Webhooks support: Freshsales can get data about new customers and orders and create/update contacts or create deals for any contact.
7) Global search
8) Contact Management feature: you can create new contact for searched customer or update existing contact
Provided information:
1) Customer block:
- Name (link on customer page in Admin panel)
- Registration date
- Total Sales
- Group
- Country
- Default shipping and billing addresses
2) Block of orders:
- Order number (link on order page in Admin panel)
- Status
- Date of creation
- Totals (subtotal, tax, shipping, discount, grand total)
- Product block
- Billing and shipping addresses
- Payment and shipping methods
3) Product block:
- Name (link on product page in Admin panel)
- Price
- Quantity
- Sku
- Product options
- Total
1) Install the Magento 2 extension (https://github.com/MorfDev/m2_freshdesk)
2) Generate API Token on your Magento 2 Admin panel (Stores > Configuration > Morfdev > Freshdesk > click on "Generate new token" button)
3) Copy the token and place it on "Magento API Token" field in the App settings
4) Copy the Agent API Key corresponding Freshworks product and place it on the field in App settings
5) Copy your Magento 2 URL and place it on "Base URL" field in App settings. Your Magento 2 store must have SSL certificate and configured for https requests
Examples of Base URL:
1) magento2store.com
2) magento2domain.com/path/to/magento/store/
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Not an Admin? Share this app with your admin to install it for you.
Version History
5.0 (May 2024)
Bugfix, Global Search, Contact Management, Update to 3.0 and share to Freshchat and Freshservice
4.0 (July 2023)
Webhook feature support (update the extension is required before update the app)
Installation change (manual validation for credentials to avoid timeout error of native validation)
Updated to FDK 9
3.0 (March 2023)
Multi-stores feature,
bugfix
2.0 (March 2023)
No release notes found
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