Integrate Customerly with Freshdesk

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly and Freshdesk Integrations

  • Customerly  Integration Freshdesk Integration

    Customerly + Freshdesk

    Create Contact to Freshdesk from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Freshdesk Integration Create Contact
  • Customerly  Integration Freshdesk Integration

    Customerly + Freshdesk

    Create Ticket to Freshdesk from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Freshdesk Integration Create Ticket
  • Customerly  Integration Freshdesk Integration

    Customerly + Freshdesk

    Create Contact to Freshdesk from New User in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New User
     
    Then do this...
    Freshdesk Integration Create Contact
  • Customerly  Integration Freshdesk Integration

    Customerly + Freshdesk

    Create Ticket to Freshdesk from New User in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New User
     
    Then do this...
    Freshdesk Integration Create Ticket
  • Customerly  Integration Customerly  Integration

    Freshdesk + Customerly

    Create or Update Lead to Customerly from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Customerly  Integration New Contact
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Freshdesk Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Freshdesk.

    (2 minutes)

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

Integration of Customerly and Freshdesk

Customerly ?

Customerly is a platform that helps small businesses to take care of their customer service needs. Freshdesk is a platform for customer support and help desk software. The integration of these two platforms would help small businesses to manage their customer services more efficiently.

Freshdesk?

Freshdesk is an automated customer support system for small businesses. It provides communication channels for customers, a knowledge base, a ticketing system, and a self-service portal. It enables companies to help customers quickly and easily, with the ability to scale as needed.

Integration of Customerly and Freshdesk is beneficial in fplowing ways:

  • Enhanced Support System. The integration of the two platforms will enable users to manage customer inquiries in a more efficient way. Customers can submit a trouble ticket directly via email or through Customerly’s website. The ticket can then be tracked and updated by the user on Freshdesk. This feature will improve customer service efficiency and also reduce the time that goes into tracking a trouble ticket.
  • Efficiency in Managing Tickets. The integration of the two platforms will enable users to manage tickets in a more efficient way. With the combination of both platforms, users will have access to detailed information about each ticket, including the contact information, date/time when the user was contacted, responses given by the user, etc. This feature will make it easier for users to manage all their tickets efficiently. In addition, users can easily switch from one platform to another. Users just have to select the appropriate option in the ‘View’ section on both platforms. In this way, users can track all their tickets from a single location.
  • Customization of Tickets. The integration of the two platforms will enable users to customize tickets according to their needs. Users can customize each ticket with specific details like priority level, account number, etc. This feature will help users assign correct priorities to their tickets and make sure that they are working on the right tickets. Additionally, users can assign different priorities to different customers for cases where there are multiple customers on a single ticket.
  • Filtering and Tracking Tickets. The integration of the two platforms will enable users to filter their tickets according to different parameters like the status of the ticket (open, closed, new), industry type, customer name, etc. This feature will give users an idea about where they should put more effort in case there are multiple customers invpved in a single ticket. Also, users can filter their tickets according to different statuses like open, closed or new. These filters will help them understand how many tickets are currently open or how many are pending respution. In this way, they can decide which tickets should be worked on first and which ones can wait for later.
  • Searching Tickets. The integration of the two platforms will enable users to search for tickets by performing keyword searches across all relevant information like contact information, subject line, date/time when user was contacted, responses given by user, etc. This feature will help them search for tickets efficiently and also find accurate information regarding specific customers or subjects related to their business.
  • Saving Time. The integration of the two platforms will enable users to save time by performing tasks on both platforms from a single location. Users just have to go to the tab ‘View’ on both platforms and select any particular task that they want to perform from a single location. This feature will save time that might be wasted if users had to switch between both platforms just to perform basic tasks such as adding a comment or updating an existing ticket.

The integration of Customerly and Freshdesk will enhance customer service efficiency by helping small businesses manage all their customer service tasks from one location. It will also help them track all their tickets from one platform and save time that would otherwise be wasted if they had to switch between multiple platforms.

The process to integrate Customerly 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.