Base CRM
Verified by FreshworksFetch customer information from Base CRM and view it within Freshdesk.
Published by Spritle Software(about over 1 year 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.
Get a consolidated view of all customer information, mapped from the requester email, within Freshdesk.
This app allows users to link Base CRM to Freshdesk. Once you connect your Base CRM to this app - when a ticket is created, this app uses the requester email to retrieve contact account and lead details from Base CRM database and display it in Freshdesk. This allows agents to view customer details and history from Base CRM in one place, saving time and increasing productivity.
Features:
Easy to access widget in Freshdesk.
Easy retrieval of customer information in Freshdesk based on requester ID
Consolidates customer information in one place.
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App Installation :
Follow these steps to install Base CRM:
1. Click on Install.
2. In the first page of installation, you need to enter your Base CRM client_id, client_secret and redirect_url.
3. When you click the "AUTHENTICATE" button, you will be redirected to Base CRM login page.
4. After successful of your Base CRM login, you need to allow access to read and write of your Base CRM details.
5. Then you will be redirected to redirect_url of your Base CRM app.
6. In that page, you need to copy the code which is located in the address bar(Refer Screenshot-2).
7. Paste the copied code in the next installation page and then click "NEXT" button.
8. In the next page, you need to select the objects and click "NEXT" button.
9. In the next page, you need to select the object's fields which will be shown in freshdesk and click "INSTALL" button.
10. After clicking the "INSTALL" button you have been successfully installed the Base CRM.
11. After successful installation of Base CRM app go to tickets page and then click Base CRM icon(Refer Screenshot-5).
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
Log in to install this app
Enter your Freshdesk URL to proceed
https://
Proceed
Version History
This is the first version. Release notes not yet available.