Batchbook CRM
Verified by FreshworksView your customer's contact information stored in Batchbook without moving out of Freshdesk.
Published by tag(about 6 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.
The Batchbook CRM and Freshdesk integration will enable Freshdesk customers to directly gather contact information from your existing Batchbook CRM account in Freshdesk. You will need user authentication to set up this integration.
The app will automatically fetch the customer’s contact information from the BatchBook using requester’s email Id.
If multiple contacts exist with the same address, all of them will be displayed in the form of a list.
Freshdesk pulls in the customer name, company name, contact address, phone number and mobile numbers from Batchbook and makes it available to your agents.
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Pre-Requisites:
- This app needs you to have an account with Batchbook.
- You need the following details to install the app.
1. Batchbook Api Token (To get Api Token from Batchbook account, Click on Top left Dropdown in Batchbook App and Select Integrations).
2. Batchbook Domain Name.
- Update the domain name(For example, if it is techaffinity.batchbook.com , then enter techaffinity) and API Key on freshdesk while installing.
- Make sure that there are no trailing/leading spaces.
- You'll be redirected to the Apps page and informed about the status.
After successful app installation, agents can view the Batchbook app in the ticket and contact details sidebar.
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
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Version History
This is the first version. Release notes not yet available.