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.
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.
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.
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.
Email - firstname.lastname@example.org Skype - live:dreamertechs