Freshsales

Integrating Freshsales app with Freshdesk enables you to keep your support and sales teams up to date. Your agents can easily access contacts and deal information from Freshsales within Freshdesk through the Freshsales App widget.

Install available only on Desktop

Published by Freshdesk
over 1 year ago

in CRM

Help and Supportsupport@freshdesk.com https://support.freshdesk.com/support/solutions/articles/219923-the-freshsales-app-for-freshdesk

Freshsales

Integrating Freshsales app with Freshdesk enables you to keep your support and sales teams up to date. Your agents can easily access contacts and deal information from Freshsales within Freshdesk through the Freshsales App widget.

					        	Below are the key features of this integration: 

     In Freshdesk, agents can perform the following:

         * Access Freshsales contacts and deals.
         * Create new deal from a ticket in the ticket details page.
         * Link/unlink "deals" to a ticket.
         * View five recent deals associated with a customer.

    In Freshsales, agents can perform the following: 

         * View linked tickets in contacts, leads, and accounts pages.
         * Navigate to Freshdesk ticket details page using "View in Freshdesk" option.
					        	
							Pre-Installation:

In order to install the Freshsales app in Freshdesk, you will need your Freshsales API Key: 
1. Login to Freshsales, click on your profile in the top right.
2. Select "Profile Settings".
3. Select the API settings tab in the profile settings page. You'll find your API Key in the API settings tab, copy it to your clipboard.


App Installation:

1. Login to your Freshdesk account as an administrator. 
2. Go to Admin→ Helpdesk Productivity → Apps → Get More Apps. 
3. Select Freshsales under CRM category and click Install.
4. Enter your Freshsales credentials.  
5. Enter the username and API key, then click Update and the Freshsales app for Freshdesk will be installed.
6. In Freshdesk, go to Freshsales settings page, select the Contact, Lead and Account fields that you want to be displayed in 
     Freshdesk. 
7. You can select up to 10 fields each for Contact, Lead, and Account. By default, only Full Name is displayed.
8. If you wish for your agents to have access to Freshsales deals of a customer, turn ON the "Deal Fields” option.
9. Once you have switched on the “Deal Fields” option, you can also choose if you want your agents to link Freshsales Deals to Freshdesk Tickets by checking the “Agents can create/link or unlink deals from the ticket” checkbox.

For information on app configuration and usage, follow the link below: https://support.freshdesk.com/support/solutions/articles/219923-the-freshsales-app-for-freshdesk
							

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