Freshdesk integration with Capsule Crm

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How to integrate Freshdesk with Capsule CRM.

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Freshdesk integration with Capsule Crm

  1. 1. and IntegrationMonday, December 26, 2011
  2. 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. 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. 4. Benefit #3 - Freshdesk Contact Page shows Contact Info from CapsuleMonday, December 26, 2011
  5. 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. 6. Configuring Capsule Integration Go to Admin --> Integrations to access the Configuration screenMonday, December 26, 2011
  7. 7. You need your Capsule URL, API Token and Email Dropbox address TextMonday, December 26, 2011
  8. 8. Get your unique API key in Capsule CRM, by clicking on “My Preferences” --> “API Authentication Token”Monday, December 26, 2011
  9. 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. 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. 11. To create a link to Freshdesk in Capsule CRM, click on “Settings”--> “Custom Fields”--> “For People & OrganizationMonday, December 26, 2011
  12. 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. 13. www.freshdesk.com www.capsulecrm.comMonday, December 26, 2011

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