vTiger CRM Integration
Verified by FreshworksThis app fetches customer details from your vTiger CRM and displays it in the Freshdesk portal.
Published by support(about 4 years ago)
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.
Whenever an agent opens up the ticket, based on the email address of the customer/requester, this app will fetch customer details from your vTiger CRM app and display it in the ticket sidebar. With this integration your agents will immediately have access to :
1. Customer Name
2. Title
3. Phone Number
This way, your agents will have easy access to all the relevant customer information they need without having to leave Freshdesk.
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1. Login to your support portal as an administrator.
2. Go to Admin > Helpdesk Productivity > Apps.
3. Click on "Get More Apps" and select vTiger CRM Integration from the CRM section.
4. Click on Install. You will be asked for vTiger CRM's sub-domain, username and access token.
5. Provide necessary details and click on Install, to enable the integration
Please note that to display information about requester, they should be a contact in Freshdesk and vTiger CRM, provided, the email id is the same in both the portals. Only if the contact is also present in vTiger CRM, the details would be fetched and displayed inside the ticket sidebar in Freshdesk.
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