Freshworks Marketplace

App cover art submitted by the app developer that represents the app

View your customers' complete information stored in Freshsales without moving out of Freshservice. Install this app to enable highly synergetic workflows between your sales and service teams.

Free

100+ installs

Verified by Freshworks

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.

Install

Overview

Reviews

How to install?

Privacy & Security

New

Below are the key features of this integration: In Freshservice, agents can perform the following: * Freshservice can view the Freshsales' leads, contacts, deals(recent 5 deals), and accounts that are linked to the customer who has raised a ticket. * Freshsales info will be shown at ticket detail pages of Freshservice helping agents to provide contextual support.

No reviews available for this app.

Pre-Installation: In order to install the Freshsales app in Freshservice, you will need your Freshsales API Key: 1. Login to Freshsales, click on your profile in the top right. 2. Select "Settings". 3. Select the API settings tab in the settings page. You'll find your API Key in the API settings tab, copy it to your clipboard. App Installation: 1. Login to your Freshservice account as an administrator. 2. Go to Admin→ Helpdesk Productivity → Apps → Get More Apps. 3. Select Freshsales under CRM category and click Install. 4. Enter your Freshsales credentials like domain name and API key, then click Authenticate and then it display the Contact, Lead, Deal and Account fields that you want to be displayed in Freshservice. 5. You can select up to 10 fields each for Contact, Lead, Deal and Account. By default, only Full Name is displayed. Then you will click Install it install the Freshsales app for Freshservice. 6. After installation if you want to update app details In Freshservice, go to Freshsales apps settings page and update the details.

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.

Data Management and Storage

Does your app use AI or GenAI features?

Does your app comply with Freshworks AI powered features and Freddy AI terms?

Does your app collect / process any End-User data?

Does your app store any End-User data?

Does your app share End-User Data with any third party entities?

Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?

Can the End-User data be exported?

Can End-User data be accessed through your app logs?

Is the End-User data encrypted at rest?