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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Freshdesk portal configuration

Creation of Dispatch'r & Observer - Rules In Freshdesk Portal

1. Dispatch'r [ To create freshdesk tickets as cases in CRM]

  1. Goto Admin > Helpdesk Productivity > Click on Dispatch'r and click on New Rule.
  2. Enter Rule name and description and follow the below images.
[[Change Callback URL with your actual SugarCRM domain.]]

https://yourdomain.com/index.php?entryPoint=Ticket_Sync

Dispatcher_Con.png Dispatcher_Actions.png

2. Observer [ For updating freshdesk tickets with cases in CRM]

  1. Goto Admin > Helpdesk Productivity > Click on Observer and click on New Rule.
  2. Enter Rule name and description and follow the below images.
[[Change Callback URL with your actual SugarCRM domain.]]

https://yourdomain.com/index.php?entryPoint=Ticket_Sync

Observer1.png observer2.png oberver3.png observer4.png

3. Freshdesk API Key

  1. Goto Profile Settings
  2. You can see Your API Key right-hand side.

Contact us Email - info@dreamertechs.com Skype - dreamertechs

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