Integrate Agile CRM with Freshdesk

Agile CRM is a cloud-based customer relationship management (CRM. software for small to mid-size businesses. It offers features for marketing, sales and support, including lead management, customer service, sales pipeline, reporting and forecasting. Agile CRM offers a free trial, which is free forever.

Freshdesk offers cloud-based customer support software that enables large organizations to support customers at scale. Freshdesk helps companies rapidly respond to customer queries quickly, while streamlining common tasks across the organization. It comes with an agent desktop and agent mobile app that are designed to make customer service agents more efficient and productive. Freshdesk offers a free trial that allows users to set up unlimited agents and get 10 tickets per agent per month. The free version of Freshdesk is available as open source.

Freshdesk was launched in 2010 by Girish Mathrubootham, who serves as its chief executive officer. According to TechCrunch, Freshdesk was among the top ten most funded Indian startups from 2011 to 2014. The firm raised US$20 million from Sequoia Capital in April 2013 to help it expand its operations outside India. In September 2014, it raised a US$30 million round led by Accel Partners and Google Capital.

Integration of Agile CRM and Freshdesk

This section will discuss how Agile CRM can be integrated with Freshdesk.

The integration can be done through the API of Agile CRM and Freshdesk. This integration enables Agile CRM to trigger actions in Freshdesk whenever a contact is created, updated or deleted.

The API supports different operations and parameters, which include:

Create Contact (POST. – Create new contact in Freshdesk, optionally with information from Agile CRM. An example to create a new contact in Freshdesk is below:

Method. POST

URL. http://docs.freshworks.com/api-reference/#/1/classes/FreshDesk/Contacts/create_contact/%2Fcreate_contact%2F

Body. {“company_id”. <company_id>, “contacts”. {“first_name”. “John”}}

Update Contact (POST. – Update contact in Freshdesk with information from Agile CRM. An example to update a contact in Freshdesk is below:

Method. POST

URL. http://docs.freshworks.com/api-reference/#/1/classes/FreshDesk/Contacts/update_contact/%2Fupdate_contact%2F

Body. {“company_id”. <company_id>, “contacts”. {“first_name”. “John”}}

Delete Contact (POST. – Delete contact from Freshdesk. An example to delete a contact from Freshdesk is below:

Method. POST

URL. http://docs.freshworks.com/api-reference/#/1/classes/FreshDesk/Contacts/delete_contact/%2Fdelete_contact%2F

Body. {“company_id”. <company_id>, “contacts”. {“first_name”. “John”}}

Code Sample – Implementation of the integration between Agile CRM and Freshdesk through the API can be seen in the fplowing sample code:

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