vTiger CRM Integration
Verified by FreshworksThis app fetches customer details from your vTiger CRM and displays it in the Freshdesk portal.
Published by Universum-India(about over 6 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.
Whenever an agent opens up the ticket, based on the email address of the customer/requester, this app will fetch customer details from your vTiger CRM app and display it in the ticket sidebar. With this integration your agents will immediately have access to :
1. Customer Name
2. Title
3. Phone Number
This way, your agents will have easy access to all the relevant customer information they need without having to leave Freshdesk.
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1. Login to your support portal as an administrator.
2. Go to Admin > Helpdesk Productivity > Apps.
3. Click on "Get More Apps" and select vTiger CRM Integration from the CRM section.
4. Click on Install. You will be asked for vTiger CRM's sub-domain, username and access token.
5. Provide necessary details and click on Install, to enable the integration
Please note that to display information about requester, they should be a contact in Freshdesk and vTiger CRM, provided, the email id is the same in both the portals. Only if the contact is also present in vTiger CRM, the details would be fetched and displayed inside the ticket sidebar in 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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Enter your Freshdesk URL to proceed
https://
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Version History
This is the first version. Release notes not yet available.