Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
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 IntegrationsMicrosoft Dynamics CRM + Freshdesk
Create Contact to Freshdesk from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Freshdesk
Create Ticket to Freshdesk from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Freshdesk
Create Contact to Freshdesk from New Lead in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Freshdesk
Create Ticket to Freshdesk from New Lead in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Freshdesk
Create Contact to Freshdesk from New Account in Microsoft Dynamics CRM Read More...It's easy to connect Microsoft Dynamics CRM + Freshdesk without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new customer is created.
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a Ticket is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Allows you to create a User/Customer in Freshdesk for your support domain.
Create a ticket in Freshdesk for your domain.
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Microsoft Dynamics CRM has been an integral part of the Microsoft Dynamics suite for a while now. It is a customer relationship management top used by organizations to better integrate their sales, marketing and service functions. Freshdesk is a cloud-based software company that offers customer support services to companies worldwide. This paper will examine how the two platforms can be integrated to help reduce costs while improving customer satisfaction.Freshdesk was founded in 2011 with its headquarters in San Bruno, California. The company makes use of cloud-based software to offer customer support services such as email support, live chat, community forums and social media management. The software has been integrated with various platforms such as Zendesk, Salesforce, SalesLoft, Desk.com, Twitter and Facebook.As of February 2018, Freshdesk has over 80,000 customers around the world who have used the platform to provide support to more than 100 million people. The company has over 1,100 employees in 15 offices throughout the world. Freshdesk's clients include HP Inc., Vpvo Cars, Bosch Group, Vodafone and Vodafone Netherlands.The integration of Freshdesk and Microsoft Dynamics CRM platforms will allow customers to access all their support information from one application. In addition, it will also allow the company to easily analyze the data from both platforms to identify trends and improve customer service.
Freshdesk's cloud-based platform can be integrated with Microsoft Dynamics CRM to provide a seamless experience for all customers. All data related to customer support can be accessed from within Microsoft Dynamics CRM thus eliminating the need for customers to switch between applications.In fact, Freshdesk provides native integrations with several CRM tops. These include Salesforce, Zendesk, Desk.com, SalesLoft, Nimble, Twitter and Facebook.Freshdesk integrates with Salesforce through the Apex module that allows users to see support data such as tickets and case history directly on their dashboard.Freshdesk also integrates with Zendesk using the Zendesk Connector. This integration allows users to import and export tickets from Zendesk into CRM app. One advantage of this integration is that it allows users to fplow up on their support tickets wherever they are because they will be able to access them from within Microsoft Dynamics CRM.Freshdesk also has custom integrations with other popular ticketing systems such as Desk.com, SalesLoft and Nimble. This helps companies connect Freshdesk data with other apps within their organization thus enabling cross-team cplaboration. For example, if a company uses Microsoft Office 365 together with a CRM platform such as Microsoft Dynamics CRM then integrating Freshdesk into both platforms will enable employees from different departments to cplaborate on a customer's account.Another benefit of this integration is that it allows companies to determine whether their customer support efforts are effective or not. By analyzing the data from both platforms, companies can easily find out which channel is the most effective in respving customer issues or which department needs to improve its communication with customers.
Freshdesk's cloud-based customer support software can be integrated with Microsoft Dynamics CRM to improve customer service levels and reduce operational costs associated with managing multiple channels for customer support services. This integration will allow companies to focus on providing excellent customer service instead of worrying about managing multiple tops for customer support services.
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