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FreshdeskPro

This guide assumes you have a Freshdesk account already.

​Compatibility

Uses v2 of the REST API.

​Endpoints

Maps data to the following endpoints:

  • Tickets

Does your project require something else?   Contact Us

​Fields

Maps data to the following field types:

  • Standard
  • Most Custom fields

​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 Integration button at the top right.
  • Select Freshdesk (v2) 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.
3

​Additional Configuration

  • 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.
  • Click the Save button.
4

​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 a green circle with Authorized in the middle of the page.
5

​Configure the Form

To use this integration on your form(s), you'll need to configure each form individually.

  • Visit the form inside the form builder.
  • Click on the Integrations tab.
  • Click on Freshdesk in the list of available integrations.
  • On the right side of the page:
    • Enable the integration.
    • Select the API endpoints you wish to map to.
    • Map Freeform fields to the Freshdesk fields as needed.
Finished!
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