vTiger CRM Integration

This app fetches customer details from your vTiger CRM and displays it in the Freshdesk portal.

Not compatible in old look

Install available only on Desktop

Version : 1.0

Published by srigranth
29 days ago

in CRM

Help and Supportadmin@universum-india.com http://sri-granth.com/contact-us.php

vTiger CRM Integration

This app fetches customer details from your vTiger CRM and displays it in the Freshdesk portal.

					        	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.
					        	
							1. Create a freshdesk account (This should provide you with a domain:
https://<your_domain>.freshdesk.com/)
2. Login to Freshdesk, create a support ticket -> Create a new contact by clicking ‘Add a Contact’ in
the new ticket creation page
3. Create an account with vTiger CRM (This should provide you with a domain:
https://<your_domain>.od2.vtiger.com
4. Login to vTiger Dashboard, create a new contact by providing the same details as the ones given
in the freshdesk ticket (at least email ID should be the same, since this is the key used to match
with respective contact in Freshdesk)
5. Navigate to the vtiger_integration_poc folder
6. Execute ‘fdk run’
7. Provide your vTiger details (username,
sub-domain and access key - can be found in the preferences page of your vTiger account) in installation parameters
8. In the freshdesk application, open the ticket which you created in step 2 and append dev=true at
the end of the url in the URL bar.
9. Click the ‘Shield’ icon at the top of your browser and click ‘load unsafe scripts’
10. You will find ‘vtiger_integration_poc’ app in the ticket sidebar
11. Click the app name ‘vtiger_integration_poc’, and it will retrieve the contact details from vTiger
CRM
							

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