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Freshdesk Upsales Integrator

Seamlessly integrate Freshdesk with Upsales for efficient contact management.
Free
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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.
Data Management and Storage
Does your app use AI or GenAI features?
No
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
No
Does your app collect / process any End-User data?
No
Does your app store any End-User data?
No
Does your app share End-User Data with any third party entities?
No
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
No
Can the End-User data be exported?
No
Can End-User data be accessed through your app logs?
No
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?
Yes
Does your app allow customers to request a custom End-User Data retention period?
No
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