Freshservice
Verified by FreshworksView, create Freshservice tickets, and add notes to them without moving out of Freshsales Suite.
Published by agiratech(about 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.
Install this app to enable your service and sales teams to remain in sync.
This integration enables Freshworks CRM agents to do the following from the accounts and contact details page:
1. View Freshservice tickets created by a customer and add notes to them
2. Create new Freshservice tickets on behalf of the customer
This app also supports Contact and Account sync from Freshservice to Freshsales Suite. The user can also map the fields in the way they wish from Freshsales Suite to Freshservice. For example, if a user wants the phone number field in Freshservice to be synced as a work number or personal number in Freshsales Suite, this app provides the ability to do it. You need to install the “FCRM Contacts Sync” app on the Freshservice account to enable this functionality.
Pre-Installation:
In order to install the Freshservice app in Freshsales Suite, you will need your Freshservice & Freshsales Suite API Keys:
Freshsales Suite API Key
1. Log in to your Freshsales Suite account, click your profile image at the top-right corner.
2. Select "Settings".
3. Select the API settings tab on the settings page. You'll find your API key on the API settings tab. Resolve the captcha and copy the API key to your clipboard.
Freshservice API Key
1. Log in to your Freshservice account, click your profile image at the top-right corner.
2. Select "Profile Settings".
3. The API key is available on the right side of the panel. Resolve the captcha and copy the API key to your clipboard.
App Installation
1. Log in to your Freshsales Suite account as an administrator.
2. Go to Admin→Settings → Apps → Search for the “Freshservice” app and click Install.
3. On the app settings page, enter your Freshservice and Freshsales Suite domains and API keys.
4. Click Install.
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 Freshsales Suite URL to proceed
https://
Proceed
Version History4.0 (November 2023)
No release notes found
3.0 (November 2023)
No release notes found
2.0 (November 2023)
No release notes found