Seamlessly integrate Freshdesk with Upsales for efficient contact management.
Free
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.
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OverviewReviewsHow to install?Privacy & SecurityNew
Struggling to manage contact information within the Freshdesk platform? The Upsales App is here to streamline the process for customer service agents, making it easier to access and manage contact information seamlessly.
Key Features of this app include:
- Integration with Freshdesk and Upsales
- Access and manage contact information within Freshdesk
- Detailed instructions for installation, configuration, and usage
Advantages of using this app are:
- Improved efficiency in accessing and managing contact information
- Seamless integration between Freshdesk and Upsales
- Clear and detailed instructions for easy installation and usage
Don't let the hassle of managing contact information slow you down. Install the Upsales App today and experience the convenience of seamless integration and improved efficiency.
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Usage
Navigating the App
1. Open a Ticket:
o Navigate to the ticket where you want to sync contact details.
2. Access the App Sidebar:
o The Freshdesk-Upsales Contact Sync App will be visible on the ticket sidebar.
API Keys and Credentials
Before using the app, you need to configure your API keys:
1. Navigate to App Settings:
o Click on the app icon from the Freshdesk dashboard to open it.
o Go to Settings.
2. Enter API Keys:
o Input your Freshdesk API key and Upsales API key in the respective fields.
o Ensure that you enter the correct subdomain for your Freshdesk account.
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.
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Version History
This is the first version. Release notes not yet available.
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