Freshsales classic + Freshdesk Integration

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Freshsales classic + Freshdesk Integration

Create Freshdesk ticket for new Freshsales classic deal

Freshsales classic is a great tool for managing customer relationships. However, when an deal is created in Freshsales classic, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Freshdesk whenever an deal is created in Freshsales classic. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Freshsales classic + Freshdesk Integration
1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
  • Freshdesk
    Ticket is updated in Freshdesk
  • Freshdesk
    Ticket note is created in Freshdesk
  • Freshdesk
    Ticket is created in Freshdesk
2.
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic
  • Freshdesk
    Search ticket in Freshdesk
  • Freshdesk
    Create Ticket in Freshdesk
  • Freshdesk
    Add Notes to a Ticket in Freshdesk
  • Freshdesk
    Update ticket in Freshdesk
  • Freshdesk
    Get ticket by Id in Freshdesk
  • Freshdesk
    Create Contact in Freshdesk
  • Freshdesk
    Update contact in Freshdesk
  • Freshdesk
    Create Company in Freshdesk
  • Freshdesk
    Search company in Freshdesk
  • Freshdesk
    Search contact in Freshdesk
  • Freshdesk
    Create Forum in Freshdesk
  • Freshdesk
    Create Forum Category in Freshdesk
  • Freshdesk
    Get group by Id in Freshdesk
  • Freshdesk
    Get agent by Id in Freshdesk
  • Freshdesk
    Create a forum topic in Freshdesk
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