View customers' information stored in the CRM without moving out of Freshdesk.
Free
3.5 (18)
7.7k installs
Verified by Freshworks
App has been reviewed by Freshworks and found to be compliant with our Marketplace coding and security guidelines
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
OverviewReviewsHow to install?Privacy & SecurityNew
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.
3.5
7.7k installs
Sign in to review app
18
5
4
3
2
1
Paul Mendoza
about 2 months ago
I really like all integrations of Freshworks products. It helps me simplify processes
Richard Marx
7 months ago
Only works if you have the same account admin in both Freshdesk and Freshsales
Jai Prabhat
8 months ago
NO Marketplace for Freshsales suite Only Freshcaller marketplace is available in Freshsales Suite
Julian Netzer
about 1 year ago
I can't remove the connection to the crm. I added the wrong one, now I can't add the right one.
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
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.
Not an Admin? Share this app with your admin to install it for you.
Version History
This is the first version. Release notes not yet available.
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