Freshdesk integration with Capsule Crm

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How to integrate Freshdesk with Capsule CRM.

How to integrate Freshdesk with Capsule CRM.

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  • 1. and IntegrationMonday, December 26, 2011
  • 2. Benefit #1 - View Contact Info from Capsule inside Freshdesk Clicking on the Capsule icon pulls Contact Info from Capsule CRM Quickly Add a Note to the Contact in Capsule CRMMonday, December 26, 2011
  • 3. Benefit #2 -Replies from Freshdesk automatically include your Capsule DropBox Email address The Ticket Reply is automatically logged as a Case in Capsule CRMMonday, December 26, 2011
  • 4. Benefit #3 - Freshdesk Contact Page shows Contact Info from CapsuleMonday, December 26, 2011
  • 5. Benefit #4 - View Freshdesk Tickets from the Capsule Contact using “Go to Freshdesk” or “Go to Tickets” Links to view Tickets from this Contact in FreshdeskMonday, December 26, 2011
  • 6. Configuring Capsule Integration Go to Admin --> Integrations to access the Configuration screenMonday, December 26, 2011
  • 7. You need your Capsule URL, API Token and Email Dropbox address TextMonday, December 26, 2011
  • 8. Get your unique API key in Capsule CRM, by clicking on “My Preferences” --> “API Authentication Token”Monday, December 26, 2011
  • 9. To get your Dropbox mail address go to “Settings” and click on the “Mail Drop Box” tab where you can find your current Drop Box email address.Monday, December 26, 2011
  • 10. Once integrated, the “Capsule” Icon will appear in your Freshdesk Ticket view. Click on the Capsule logo to see Contact info from Capsule CRMMonday, December 26, 2011
  • 11. To create a link to Freshdesk in Capsule CRM, click on “Settings”--> “Custom Fields”--> “For People & OrganizationMonday, December 26, 2011
  • 12. Click on "Add new..." and select "Generated Link" Copy the URL exactly and paste it in Capsule CRM as the link definition.Monday, December 26, 2011
  • 13. www.capsulecrm.comMonday, December 26, 2011