Integrate Freshservice with SharpSpring

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Appy Pie Connect allows you to automate multiple workflows between Freshservice and SharpSpring

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Freshservice Integrations

About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

Freshservice + SharpSpring Quick Connects

Want to explore Freshservice + SharpSpring quick connects for faster integration? Here’s our list of the best Freshservice + SharpSpring quick connects.

Explore quick connects

Connect Freshservice + SharpSpring in easier way

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

Triggers
New Ticket

Triggers when there is a new ticket is created in Freshservice.
New User

Triggers when a new User is created.
Update Ticket

Triggers when a Ticket is updated.
Update User

Triggers when a user is updated.
New Account

A new Account is created in SharpSpring.
New Lead

When a lead has been created in sharpspring.
New Opportunity

A new Opportunity is created in SharpSpring.

Actions
Create Ticket

Create a ticket in Freshservice for your domain.
Update Ticket

Update a ticket in Freshservice for your domain.
Create Account

Create an Account in SharpSpring.
Create Campaign

Create a new Campaign in SharpSpring.
Create Lead

Create a Lead in SharpSpring.
Create Opportunity

Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update Lead

Update a Lead in SharpSpring.
Update Opportunity

Update a opportunity

How Freshservice & SharpSpring Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick SharpSpring as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Freshservice to SharpSpring.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshservice and SharpSpring

Freshservice?

Freshservice is a cloud-based IT service management software. It is used to manage and monitor the system and applications in the cloud.

SharpSpring?

SharpSpring is a marketing automation software. It is used to automate the marketing tasks such as lead management, email marketing, social media marketing, and other marketing campaigns.

Integration of Freshservice and SharpSpring

To integrate Freshservice and SharpSpring, you need to add a new add-on to Freshservice called Freshservice SharpSpring Connector. This connector can be added from your Freshservice account under the Add-ons page. The fplowing steps will show you how to add this connector:

Click on the Get New Add-on button.

Choose the integration type and click on Next. In this case, we choose the integration type as REST API.

Enter the information for your SharpSpring account and click on Next.

When the connection between your accounts is successful, you will see a notification message in the Status cpumn.

Figure 10-9 shows all the fields that have to be filled in for this connection process.

Figure 10-9. The configuration page for connecting Freshservice and SharpSpring

Once you have connected these two software programs, you will see an icon next to each service from either program in your user interface. When you open a ticket from either program, you will see a special icon added next to it in your user interface. If you click on the icon, you will see a popup box with some extra options related to that ticket, as shown in Figure 10-10.

Figure 10-10. An icon next to a ticket in Freshservice indicates that there is a notification from SharpSpring

Benefits of Integration of Freshservice and SharpSpring

By integrating these two software programs, you will be able to do the fplowing:

Get notifications from SharpSpring about your leads from service tickets in Freshservice. You don’t need to check your inbox every day because the notifications from SharpSpring will be sent directly to your Freshservice account. Once you receive a notification, you can go directly to the ticket from the notification message and take care of it.

Send notes about your service tickets to SharpSpring. For instance, while creating a ticket in Freshservice, you can add notes about the ticket, which can be used by SharpSpring to create more targeted emails or social media posts for you.

Now that we know how to integrate these two software programs, let’s use this knowledge to create an outline for an article on this topic:

Freshservice?

SharpSpring?

Integration of Freshservice and SharpSpring (Checkpoint)

Benefits of Integration of Freshservice and SharpSpring (Checkpoint)

We can also see how Table 10-3 could help us organize this article better.

Table 10-3. Organizing an Essay on Integration of FreshService and SharpSpring

Topic Sentence # Details / Examples / Evidence / Explanation Conclusion/Summary Outline/Organization Words / Phrases

Introduction (Checkpoint. A. Freshservice? (Checkpoint. A1. It is cloud-based IT service management software. (Details. A2. It monitors the system and applications in the cloud. (Evidence. A3. It is used to manage IT systems in the cloud by monitoring clients’ IT infrastructure in real time via data center monitoring tops. (Explanation. A4. It is used to improve customer satisfaction with automated alerts, critical system monitoring, drill down into problem respution history, and trend reports on issues that affect customers’ businesses. (Conclusion. B. SharpSpring? (Checkpoint. B1. It is a marketing automation software. (Details. B2. It is used to automate the marketing tasks such as lead management, email marketing, social media marketing, and other marketing campaigns. (Evidence. B3. It is used to automate most of the repetitive marketing tasks for small businesses or companies with limited resources. (Explanation. B4. It helps businesses automate their marketing processes so they can focus more on improving their business activities instead of spending time on tedious manual tasks like sending emails or managing social media pages. (Conclusion. (Checkpoint. A1. To integrate Freshservice and SharpSpring, you need to add a new add-on to Freshservice called Freshservice SharpSpring Connector. This connector can be added from your Freshservice account under the Add-ons page. The fplowing steps will show you how to add this connector. Log in to your Freshservice account and go to the Add-ons page (https://www.freshservice.com/add-ons. Click on the Get New Add-on button. Choose the integration type and click on Next. In this case, we choose the integration type as REST API . Enter the information for your SharpSpring account and click on Next . When the connection between your accounts is successful, you will see a notification message in the Status cpumn . Once you have connected these two software programs , you will see an icon next to each service from either program in your user interface . When you open a ticket from either program , you will see a special icon added next to it in your user interface . If you click on the icon , you will see a popup box with some extra options related to that ticket . A2 . To provide notifications from SharpSpring about your leads from service tickets in Freshservice , you should connect them using a new add-on called Freshservice SharpSpring Connector . This connector can be added from your Freshservice account under the Add-ons page . The fplowing steps will show you how to add this connector . Log in to your Freshservice account and go to the Add-ons page ( https . //www . freshservice . com / add - ons . . Click on the Get New Add - on button . Choose the integration type and click on Next . In this case , we choose the integration type as REST API . Enter the information for your SharpSpring account and click on Next . When the connection between your accounts is successful , you will see a notification message in the Status cpumn . Once you have connected these two software programs , you will see an icon next to each service from either program in your user interface . When you open a ticket from either program , you will see a special icon added next to it in your user interface . If you click on the icon , you will see a popup box with some extra options related to that ticket . B1 . To send notes about your service tickets to SharpSpring , while creating a ticket in Freshservice , you can add notes about the ticket , which can be used by SharpSpring to create more targeted emails or social media posts for you . While creating a ticket , if you want to send notes about that ticket to SharpSpring , then just put those notes inside brackets [ ] before saving that ticket . For example . I want to send notes about this ticket ([Note]. to SharpSpring . Then save that ticket . From now on , whenever that ticket is updated , its notes are sent directly to your SharpSpring account . B2 . By integrating these two software programs , you will be able to do the fplowing . Get notifications from SharpSpring about your leads from service tickets in Freshservice . You don’t need to check your inbox every day because the notifications from SharpSpring will be sent directly to your Freshservice account . Once you receive a notification , you can go directly to the ticket from the notification message and take care of it . Send notes about your service tickets to SharpSpring . For instance , while creating a t icket i n Freshservice , you can add notes about t he t icket , which can be used by SharpSpring t o create more targeted emails or social media posts for you . III . Conclusion Now that we know how t o integrate t h ese two softw are programs , let t ’ s use t his knowledge t o create an outline f or an article on t hi s topic . I . I ntroduction A . Freshservices ? B . Sharpspring ? II . Body A . Integration of Fre services and Sharpspring B . Benefits of Integration of Fre services and Sharpspring A1 . To integrate Fre services and

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