Freshdesk Integration with SugarCRM

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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This add-on will Sync all Tickets, Contacts, Accounts, and Replies. A Freshdesk ticket will be Case, Freshdesk contact will be Contact, Freshdesk customer will be Account & Freshdesk replies will be a Note in Sugar.

This addon supports Freshdesk v2.0 API Supports Sugar On Demand

The Benefits / Key Features

  • Enable you to effectively control your Freshdesk data across SugarCRM.
  • The tickets are generated in Freshdesk, will create a Case in CRM.
  • Sync Ticket Fields like status,state,priority,description,attachment,replies.
  • Whenever the case created in CRM, It will also create account & contact.
  • Sync Contact Fields like name,address,email,title,mobile,description,twitter etc.
  • All the replies will be generated as a Note record in CRM.
  • A complete relationship between Account-Contact-Case-Note.
  • It can sync custom fields also.

Case details in CRM

  • Below is the screenshot of a case record created in SugarCRM.
  • A ticket generated to your Freshdesk portal. Now a case, account, contact also gets create in SugarCRM and will relate to Contact and Account. It will sync ticket fields like status,state,priority,description,attachment,replies.
  • We can see Freshdesk ID and Contact in Freshdesk Info panel.

Case_Create.png

Contact details in CRM

  • Below is the screenshot of a contact record created in SugarCRM.
  • It will sync contact fields like name,address,email,title,mobile,description,twitter_id,facebook_id etc.

Contacts.png

Account details in CRM

  • Below is the screenshot of an account record created in SugarCRM.
  • It will sync account fields like name, website, description etc.

Account.png

Check Replies in Case record

  • Below is the screenshot of Freshdesk replies created as a note in CRM
  • We can see the History of the particular case record. all the replies are given or received save as a note record in CRM.

Reply.png

Contact us

Email - info@dreamertechs.com Skype - live:dreamertechs

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  • SugarCRM Editions
  • Sugar Community
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Compatible Versions
  • 14.1, 14.0, 13.3, 13.2, 13.1, 13.0, 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.10, 7.9, 7.8, 7.7, 7.6, 7.5, 7.2, 7.0, 6.7, 6.6, 6.5, 6.4, 6.3, 6.2, 6.1, 6.0
Rating
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