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Agile CRM + Freshdesk Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Freshdesk

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best ways to Integrate Agile CRM + Freshdesk

  • Agile CRM Freshdesk

    Agile CRM + Freshdesk

    Create Contact to Freshdesk from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Freshdesk Create Contact
  • Agile CRM Freshdesk

    Agile CRM + Freshdesk

    Create Ticket to Freshdesk from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Freshdesk Create Ticket
  • Agile CRM Freshdesk

    Agile CRM + Freshdesk

    Create Contact to Freshdesk from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Freshdesk Create Contact
  • Agile CRM Freshdesk

    Agile CRM + Freshdesk

    Create Ticket to Freshdesk from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Freshdesk Create Ticket
  • Agile CRM Freshdesk

    Agile CRM + Freshdesk

    Create Contact to Freshdesk from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    Freshdesk Create Contact
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Freshdesk in easier way

It's easy to connect Agile CRM + Freshdesk without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Agile CRM & Freshdesk Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshdesk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Freshdesk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and 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:

The process to integrate Agile CRM and Freshdesk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.