Freshsales Suite
Verified by FreshworksView customers' information stored in the CRM without moving out of Freshdesk.
Published by Freshworks(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.
Key features of this integration:
* Agents at Freshdesk can view the CRM contacts, deals (recent five deals), and accounts that are linked to a customer who raised a ticket.
* The CRM information is displayed on the Ticket Details and Contact Details pages of Freshdesk thereby providing contextual support to agents.
* The CRM contact can be directly created from Freshdesk.
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8k installs
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Pre-Installation:
In order to install the CRM app in Freshdesk, you need to obtain the CRM API Key:
1. Log in to the CRM and click your profile at the top-right corner.
2. Select "Profile Settings".
3. Select the API settings tab on the profile settings page. The API key is available on the right side. Copy the key to your clipboard.
App Installation:
1. Log in to your Freshdesk account as an administrator.
2. Go to Admin→ Helpdesk Productivity → Apps → Get More Apps.
3. Select Freshsales Suite under CRM category and click Install.
4. Enter your CRM credentials.
5. Enter the username and API key and then click Update. The Freshworks CRM app for Freshdesk will be installed.
6. In Freshdesk, go to the CRM settings page, select the Contact, Deal and Account fields that should be displayed in Freshdesk.
7. You can select up to 10 fields each, for Contact, Deal and Account. By default, only the Full Name field is displayed.
For information on app configuration and and usage, click the link below: https://support.freshdesk.com/en/support/solutions/articles/50000003048-how-to-integrate-freshworks-crm-with-freshdesk
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.