by Dreamer Technologies

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.

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Freshdesk portal configuration

Creation of Dispatch'r & Observer - Rules In Freshdesk Portal

1. Dispatch'r [ To create freshdesk tickets as cases in CRM]

  1. Goto Admin > Helpdesk Productivity > Click on Dispatch'r and click on New Rule.
  2. Enter Rule name and description and follow the below images.
[[Change Callback URL with your actual SuiteCRM domain.]]

https://suitecrm.yourdomain.com/index.php?entryPoint=Ticket_Sync

Dispatcher_Con.png
Dispatcher.png

2. Observer [ For updating freshdesk tickets with cases in CRM]

  1. Goto Admin > Helpdesk Productivity > Click on Observer and click on New Rule.
  2. Enter Rule name and description and follow the below images.
[[Change Callback URL with your actual SuiteCRM domain.]]

https://suitecrm.yourdomain.com/index.php?entryPoint=Ticket_Sync

Obsever.png
observer2.png
oberver3.png
observer4.png

3. Freshdesk API Key

  1. Goto Profile Settings
  2. You can see Your API Key right-hand side.

Contact us
Email - info@dreamertechs.com
Skype - dreamertechs

  1. shaun member avatar

    shaun Verified Purchase

    2 years ago

    The url you specify:

    [[Change Callback URL with your actual freshdesk domain.]]
    https://yourdomain.freshdesk.com/index.php?entryPoint=Ticket_Sync
    

    Pretty sure that is incorrect. Shouldn't it be the URL of your suiteCRM instance? Example: https://suitecrm.mydomain.com/index.php?entryPoint=Ticket_Sync

  2. dreamertechs member avatar

    Dreamer Technologies Provider Affiliate

    2 years ago

    Hi Shaun
    Please connect us on skype : dreamertechs
    So we can guide you for this.

    Yes change it with SuiteCRM URL.

    Regards,
    Dreamer Technologies

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Rating
  • "Very Helpful! Going above and beyond to help. Wanted some changes, they are in the process of doing this fro me now." - paul.martin

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