Highlevel Overview
Freshdesk is cloud-based customer service software that provides help desk support with smart automations to get things done faster. Now you can save time by combining the best of Freshdesk with your SuiteCRM platform.
The SuiteCRM Freshdesk Integration by Verity Infotech will help you sync Freshdesk tickets to your SuiteCRM, plus it will automatically create an account and contact related to each ticket. Your business can work more efficiently with Freshdesk tickets, customers, comments, and company information easily synced to your SuiteCRM.
Helpful Features
Sync Freshdesk tickets to SuiteCRM cases:
- Whenever tickets are created in Freshdesk, a case record will be created in SuiteCRM
- Includes all fields like: issue subject, priority, status, description, etc.
Sync Freshdesk contact and company to SuiteCRM contacts and accounts:
- Whenever new tickets are created in Freshdesk, the Freshdesk contact will be created as a contact in SuiteCRM
- Company will be listed as an account in SuiteCRM
- All the records will be related to each other
Sync Freshdesk reply to SuiteCRM notes:
- New reply given by agents or clients will be logged as a note record
- Comments will relate to the appropriate contact
Create Account
Create Contact
It will check that email in contacts, and if there is a match, it will relate with that contact. If there is no match, it will create a new contact.
Ticket changes and updates:
- If ticket priority changes, then it will also change priority in SuiteCRM
- If ticket status changes, then it will also change status in SuiteCRM
- If a new agent sends a new reply or requester sends a new email, then the ticket is also updated
To learn more about this solution, go to SuiteCRM Freshdesk Integration or search for "Freshdesk."
-
Workflow Task Engine
Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard SuiteCRM workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility probl...
-
eBay Orders to SuiteCRM
Sync your eBay orders automatically and manually with your SuiteCRM. You can create all your previous orders in SuiteCRM for last 90 Days (As per eBay limitation).
-
Reassign Related Records
Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
- Show more addons