Workato

Workato is an enterprise-class, Integration and Automation platform that is trusted by over 18,000 businesses. Do bi-directional syncs and workflow automation between Freshdesk and up to 1000+ apps with no coding required.

Install available only on Desktop

Published by Workato Inc
3 months ago

in CRM, Issue Tracking, Workflow Automation

Help and Supportinfo@workato.com https://support.workato.com/support/home?utm_source=marketplace&utm_medium=freshdesk&utm_campaign=fd-generic

Workato

Workato is an enterprise-class, Integration and Automation platform that is trusted by over 18,000 businesses. Do bi-directional syncs and workflow automation between Freshdesk and up to 1000+ apps with no coding required.

					        	Named an Integration leader by Forrester, Workato allows you to integrate and automate Freshdesk with other apps, within minutes. You can now keep your Freshdesk contacts, users, tickets in sync with other apps you use automatically. With Workato, you can build powerful integrations that sync Freshdesk with your other apps, with simple drag and drop interfaces and pre-built integrations with easy to install instructions.

Popular apps that users integrate with Freshdesk include Salesforce, Google Sheets, Trello, Intercom. 

Some use cases include:

Freshdesk integration scenarios include bi-directional syncs between new/updated:

* Freshdesk tickets to Salesforce cases
* Freshdesk tickets to ServiceNow incident
* Freshdesk contacts to Salesforce contacts
* Freshdesk users to Intercom users
* Freshdesk ticket to a message posted on a Slack channel


Workato also provides Professional Services to help you with all of your integration needs. Feel free to contact us for more information on any integration issues you're facing or use cases you need help crafting.
					        	
							1. Search for Freshdesk Recipes
You could click on the "Browse Recipes" tab at the navigation bar above and search for "Freshdesk" to view a list of pre-built Freshdesk recipes.
	
2. Choose a desired Freshdesk recipe to use
Click on the recipe. Thereafter, proceed to click on the "Use this recipe" button at the top-right corner

3. Fill in the configuration input fields
- Connection name
Give this Freshdesk connection a unique name which identifies the Freshdesk account you are connected to.

- API Key
Enter your API Key from your Freshdesk account. You may obtain the API key by following these steps:
    1. Navigate to "User Profile" under the dropdown menu on the top-right corner of your helpdesk

    2. Navigate to Profile Settings

    3. You will see your API Key at the top-right corner.

- Helpdesk name
If your company's Freshdesk URL is https://yourcompany.freshdesk.com, then input "yourcompany" as the helpdesk name in the field.

4. Click on connect 
Once all required fields are filled, click connect. 

Once Freshdesk has been successfully connected, you may complete/skip the following steps, such as customization/testing. 

After these steps, you would see the recipe page once again. You may choose to test or start the recipe by clicking on the corresponding teal button on the top-right corner.
							

Log in to install app

Enter your helpdesk URL to proceed to login

Proceed