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.
Admin Guide / Configure Freshesk in CRM
Configuration after addon successfully installed.
Active the addon
- Goto Admin Panel of SugarCRM then scroll the page below and click on Freshdesk Configuration
- Paste the License Key from you have downloaded addon under your Purchases to the License Key box in SugarCRM Store and then Click on Validate.
Configure Freshdesk Settings
1. Enter the your freshdesk account domain. as per example.
2. Copy Freshdesk API key from the portal and enter here.
3. Select any 1 user for assigning cases in CRM.
- Click on Save button.
Now need to Create Dispatch'r & Observer - Rules. click for details
In case found any problem while installation please email us at info@dreamertechs.com
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