Freshdesk Integration with SuiteCRM

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.

Free 30 day trial
Try it Now

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 - [email protected] Skype - dreamertechs

  1. shaun member avatar

    shaun

    5 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

    5 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

Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 8.6.1
Read Our Review
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

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

Service Level Agreement

Service Level Agreement (SLA) is the understanding between service provider and customer to offer service from service provider.

“SuiteCRM Service Level Agreement” extensions from VIPL Team support SLA and its defined by users.

You can create notification and escalation procedures in terms of ...

SuiteCRM CUSTOMER PORTAL

Customer Portal integrated with SuiteCRM for self-service with client based front-end portal and SuiteCRM at backend. Engage customers to log and manage support cases, bugs on the web, Publish your knowledge base articles from CRM to customer facing portal in FAQs for self service, enables your cust...
Integrations Sales freshdesk connector freshdesk integration with suiteCRM freshdesk + suitecrm freshdesk with suitecrm freshdesk addon freshdesk with crm freshdesk + crm dreamer SuiteCRM suitecrm plugins plugin for suitecrm suitecrm ticket integration freshdesk Freshdesk plugin for Suitecrm dreamcrm freshdesk ticket integration with SuiteCRM