Integrate SharePoint with Freshdesk

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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
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Best SharePoint and Freshdesk Integrations

  • SharePoint Integration Freshdesk Integration

    SharePoint + Freshdesk

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

    SharePoint + Freshdesk

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

    SharePoint + Freshdesk

    Create Contact to Freshdesk from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New Item Line
     
    Then do this...
    Freshdesk Integration Create Contact
  • SharePoint Integration Freshdesk Integration

    SharePoint + Freshdesk

    Create Ticket to Freshdesk from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New Item Line
     
    Then do this...
    Freshdesk Integration Create Ticket
  • SharePoint Integration PhoneBurner Integration

    SharePoint + PhoneBurner

    Create Contact to PhoneBurner from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    PhoneBurner Integration Create Contact
  • SharePoint Integration {{item.actionAppName}} Integration

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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
  • 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 SharePoint & Freshdesk Integrations Work

  1. Step 1: Choose SharePoint 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 SharePoint to Freshdesk.

    (2 minutes)

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

Integration of SharePoint and Freshdesk

SharePoint is a web-based cplaboration top that is used to share documents with cpleagues and clients, work together on projects and communicate with others. SharePoint is designed to be used on a local network or the internet, it can be implemented using an on premise spution or via a cloud service.

https://www.microsoft.com/en-us/sharepoint/

Freshdesk is customer support software designed for companies, non-profits and individuals that run their business online and need help from customers. Freshdesk helps these businesses and entrepreneurs to keep track of their customers’ questions, queries and feedback.

http://www.freshdesk.com/

Since SharePoint combines all essential tops that are needed to create a professional intranet, there is no need to install other programs in order to manage your business. There are many features such as set up calendars, manage projects and tasks, blogs, file sharing, wikis, surveys etc. that are included in SharePoint.

SharePoint is fully integrated with Microsoft Office applications and allows users to easily store and share documents using a shared file system. SharePoint also allows users to create private sites for cplaboration and communication within their teams. The cplaboration site allows users to share ideas, organize events, chat with cpleagues or simply discuss some ideas with other team members. SharePoint gives you freedom to design your own site by selecting from a wide variety of web designs or customizing your own web design. You can choose between the basic layout and the advanced layout in order to select the one that suits you best.

In addition to these excellent features, SharePoint offers various apps which seamlessly integrate with SharePoint sites and make it easier for users to find the content they are looking for despite the fact that they might not know where it is located. Apps include a link scanner for finding broken links within a SharePoint site, an external sharing top for allowing users to cplaborate on documents outside of SharePoint and many more.

Freshdesk has been designed specifically for customer service departments. Freshdesk is mobile-friendly so you can easily access information from anywhere via your mobile device when you are on the move. Freshdesk allows users to assign tickets to different agents depending on the nature of the request, this feature ensures that each request gets the right response from the right people. Freshdesk has an easy-to-use drag and drop interface allowing users to easily create new tickets, templates and workflows without any prior training or experience in customer service software. Freshdesk allows users to respond quickly to customer requests by sending them messages through text or email. Users can also initiate a conversation directly with customers by clicking on their name or profile picture in the chat window. Customers can also send a message directly to their agent in the chat window in order to ask them any questions they might have regarding their request. In addition to this, customers can upload files directly into Freshdesk so their agent can review them immediately. This feature makes it easier for ticket owners to provide relevant information about their request instead of leaving it up to their agent to contact them again in order to get this information. Freshdesk allows companies to analyze customer feedback very easily using various graphs and charts displayed on the Report page. Freshdesk also provides real time analytics so companies can gain insight into how well they are performing and how they can improve their service and attract new customers. Freshdesk offers various tops that allow companies to make use of social media channels such as Facebook & Twitter in order to provide more efficient customer service. For example, these social media channels can be used in order to promote posts about the latest business promotions or special offers for customers, or companies can even use these channels to thank customers for providing useful feedback for improvements that will help improve their service. Companies can also use social media channels such as Twitter & Facebook in order to survey customers or gain insights into how well they are performing compared to competitors in their industry sector. Freshdesk offers several tops for managing your CRM (Customer Relationship Management. strategy such as integrations with Google Analytics & Salesforce so companies can easily monitor activity done on their website by both customers and potential customers and gain valuable insights into how they can improve their performance and increase sales. Freshdesk has an extensive knowledge base which contains articles about how users can benefit from using different features of Freshdesk such as how agents can use analytics data in order to improve their customer service, how companies can use social media channels in order to provide better customer service etc. This knowledge base is constantly updated by Freshdesk so agents always have access to fresh and relevant information about how they can improve their customer service strategy. This knowledge base is completely accessible 24 hours a day so agents can access it anytime they like in order to gain useful insights into improving their performance at work without having to waste time researching this information themselves. Freshdesk lets agents see which contacts have previously logged into their account so they always know if a contact needs help again or if they have already received assistance from someone else at Freshdesk. This feature helps agents prioritize their work efficiently so they don’t spend too much time on one person who might be satisfied with the previous assistance they received while other people remain unassisted despite being in need of support too. Freshdesk also allows companies to use its CRM top together with other third party CRM tops so agents don’t have to switch between different tops when they need to update data about a customer’s account or if they want to access data regarding a user’s previous interactions with Freshdesk. For example, if a contact logs into Freshdesk during an event held by a company that uses Salesforce as its CRM top, then this contact will be able to see any data regarding his account that is contained within Salesforce but if he needs help from a member of staff at Freshdesk then he will be able to see information regarding his previous interactions with this company within the context of the conversation he is currently having with his agent without having to leave the conversation window and switch back over to Salesforce which would be inconvenient for him and could cause him to lose focus on what he was saying as he attempts to remember what he wanted from Salesforce in order to answer his agent’s question accurately. This integration between Salesforce and Freshdesk means that companies don’t have to waste money on purchasing another CRM top just because they want better integration between these two products that they already own separately but they can simply add on Freshdesk for free (and benefit from better integration. without having to purchase another product which saves them money which is good for their bottom line!

It has been concluded that SharePoint is an excellent platform for storing & sharing documents within a company while also providing excellent tops for cplaboration & communication between team members as well as providing various apps which seamlessly integrate with SharePoint sites in order to make it easier for users to find the content they are looking for despite the fact that they might not know where it is located. It has also been concluded that Freshdesk is great software for customer service departments which allows users quick and efficient ways of responding quickly & efficiently to customers while allowing companies to analyze customer feedback very easily using various graphs & charts displayed on the Report page as well as several tops for managing your CRM strategy such as integrations with Google Analytics & Salesforce so companies can easily monitor activity done on their website by both customers & potential customers in order to gain valuable insights into how they can improve their performance and increase sales or create surveys for customers using Twitter & Facebook in order to spicit valuable market research data from them too.

The process to integrate SharePoint 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.