Freshdesk Integration with Revamp CRM 

Send your customers and tickets data to Revamp CRM with this Freshdesk Integration. Keep your team informed, collaborate better and run workflows.

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Freshdesk Integration Details

Your help desk leads should not be left out of your sales cycle. make sure that every new contact you add on Freshdesk is automatically added to Revamp CRM as a person. Now your sales process can run smoothly, without manual data entry involved.

How Freshdesk Integration works, when a new customer is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘Freshdesk’
    1. You can optionally create a dynamic segment for all contacts with ‘Freshdesk’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

How Freshdesk Integration works, when a new ticket is created

You can configure Zapier to:

  1. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  2. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

How Freshdesk Integration works, when an existing ticket gets updated

You can configure Zapier to when Freshdesk triggers any of the following events: ticket started, ticket closed, ticket tagged, ticket stared, ticket assigned agent changed, ticket reopened, customer replied or a note is added:

  1. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
  2. Create a Note. Therefore, you can do your further follow-up.

 

 

How does the Freshdesk integration work directly through revamp?

Connecting Revamp to UserLike will provide one-way sync of your support tickets into Revamp. The tickets will be displayed in your Account. 

1. Create a Contact in Revamp CRM with a tag ‘Userlike’

  1. You can optionally create a dynamic segment for all contacts with ‘userlike’ tag
  2. Furthermore, automation can run on this segment to create a follow-up task.

For additional info refer to support article.

 

What You Need

  • Freshdesk account
  • Revamp CRM account

About Freshdesk 

  • The software is designed to meet the demands of both small businesses and large companies. With it, users can broaden their reach through launch multi-channel support, streamline operations using automation tools, increase productivity through gamification, as well as reinforce customer support efforts using self-service portals.

What is next for Freshdesk Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connect to Revamp CRM here.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.