Freshdesk CRM IntegrationPro

This documentation page assumes you have read over the CRM Integration Overview. If you have not yet read it, please do so now. We also assume that you have a Freshdesk account already. If you currently have Freeform Lite, you can purchase an upgrade to Freeform Pro.

Compatibility

• Field mapping to standard and most custom fields.
• Maps data to Tickets endpoint.

Duplicate Check & Update

• Duplicate detection will automatically be applied to the email address and a Contact will be created or updated automatically by Freshdesk.

Setup Instructions

1

Create & get API Key from Freshdesk

• Go to your Freshdesk account (e.g. https://yourcompany.freshdesk.com) and login.
• At the top right corner, click on the profile icon and select Profile Settings.
• On the next page, toward the top right side you'll see an input labelled Your API Key.
• Copy that API key to your clipboard.

2

Set up Integration on your site

• Go to the CRM section in Freeform Settings (Freeform → Settings → CRM).
• Click the New CRM Integration at the top right.
• Select Freshdesk from the Service Provider select dropdown.
• Enter a name and handle for the integration.
• Paste the API Key from Freshdesk into the API Key field in Freeform.
• In the Domain field, enter your Freshdesk helpdesk domain, e.g. https://yourcompany.freshdesk.com.
• Complete the rest of the following optional fields:
  • Default Type - set the default Type for tickets, e.g. Question.
  • Default Priority - set the default Priority for tickets, e.g. 1 (low).
  • Default Status - set the default Status for tickets, e.g. 2 (open).
  • Default Source - set the default Source for tickets, e.g. 1 (email), 2 (portal), etc.
• At the top of the page, click the Save button.

3

Verify Authorization

• After the integration is saved, it'll return you to the list of CRM integrations.
• Click into the newly created integration.
• Confirm that there is green circle with Authorized in the middle of the page.

Finished!