This app will sync the Freshservice Contact and Department into Freshworks CRM Contact and Account.
Free
17 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
Whenever a ticket is created or updated in Freshservice the app will check the Freshworks CRM if the contact and account are exist or not.
If the details does not exist in Freshworks CRM then the app will move the account and contact to Freshworks CRM account.
No reviews available for this app.
Prerequisites
To install the FCRM Contacts Sync app in Freshservice, you need to obtain the Freshservice and Freshsales Suite API keys.
Freshsales Suite API Key
1. Log in to Freshsales Suite, select your Freshsales Suite account and 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 Freshservice, 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 Freshservice account as an administrator.
2. Navigate to Admin→Settings → Apps → Get More Apps.
3. Search for the FCRM Contacts Sync app and click Install.
4. On the app settings page, enter your Freshservice and Freshsales Suite domains, API keys, and select the Sync Option.
5. Click Authenticate.
6. On the next page, map the Freshservice fields with the Freshsales Suite fields.
7. Click Install.
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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