Let your teams use the best tools for their job. Freshdesk is a fantastic support tool which includes many features such as a support portal for your clients. SuiteCRM is great for sales. This integration makes it possible to harness the power of both at the same time.
Enjay team will help you free in installing and configuring this connector as we would be more than happy to achieve your goals together.
Why You Need This
When you are using a support system and a separate CRM it quickly becomes a struggle for the Sales team to keep tabs on things. For example to see the status of their lead's support requests. The challenge is that your support cases exist only in Freshdesk.
Without a seamless integration the only solution is to have your support and sales teams manually enter all Freshdesk tickets into SuiteCRM as well. This is a huge headache and a time consuming process that requires a significant amount of manual effort.
The Info We Sync
With the Freshdesk - SuiteCRM integration, your contacts, accounts, support tickets, replies, and notes move between your help desk and your CRM seamlessly. Freshdesk is the perfect tool for your customer support, SuiteCRM is awesome for the sales team, and this integration allows both teams to use what is best for them.
Easy to Set Up
We walk you through the most common needs for moving data back and forth between Freshdesk and SuiteCRM.
Freshdesk Ticket to SuiteCRM Case
- Whenever a ticket is created on Freshdesk it generates a case on Sugarcrm.
- All Case details eg : subject,description,priority,type,status and product info is sent to sugar.
- Any attachments on ticket are send as attachment links on case description.
Freshdesk Ticket Contact and Account to SuiteCRM Contact Ticket and Account
- When a ticket is created , we check the email address of the user who registered the ticket and it that contact don't exists,we create a new one.
- If the Freshdesk Contact have an account,even that account is created on Sugar.
Freshdesk Ticket Replies to SuiteCRM Case
- When a ticket is responded with either the reply or note on Freshdesk, it creates a Note on SuiteCRM and also relates it to proper Case.
- Any attachments on reply are send as attachment links on note description.
Sugar Note to Freshdesk Reply
- If a note is created either from cases subpanel or from notes module in SuiteCRM , it will create a reply on Freshdesk.
Also posts the attachments from notes to Freshdesk Reply of respective Ticket.
Perfect relationship between Contact,Account, Case & Notes.
The Case in SuiteCRM will have its related Contact , Account & Notes(Freshdesk Replies).
- All cases registered by a particular Account & Contact will also be seen in its respective Cases Subpanel.
- All replies of a ticket/case will also be seen on Cases subpanel.
Cases List View
Cases Detail View
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Freshdesk Integration with SuiteCRM
Streamline all your customer conversations in CRM. This Integration helps you to manage your customer support case into CRM. It will create cases, account, contact, replies in CRM and will relate each other.