Freshdesk integration with Capsule Crm

and IntegrationMonday, December 26, 2011

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

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

Beneﬁt #3 - Freshdesk Contact Page shows Contact Info from CapsuleMonday, December 26, 2011

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

Conﬁguring Capsule Integration Go to Admin --> Integrations to access the Conﬁguration screenMonday, December 26, 2011

You need your Capsule URL, API Token and Email Dropbox address TextMonday, December 26, 2011

Get your unique API key in Capsule CRM, by clicking on “My Preferences” --> “API Authentication Token”Monday, December 26, 2011

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

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

To create a link to Freshdesk in Capsule CRM, click on “Settings”--> “Custom Fields”--> “For People & OrganizationMonday, December 26, 2011

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

www.freshdesk.com www.capsulecrm.comMonday, December 26, 2011

http://blog.freshdesk.com	918
http://www.freshdesk.com	635
http://localhost	197
http://freshdesk.com	170
http://50.116.32.94	98
http://0.0.0.0	10
http://192.168.1.22	2
http://192.168.1.14	1
http://webstaging.freshdesk.com	1

Freshdesk integration with Capsule Crm

by Freshdesk on Dec 26, 2011

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Freshdesk integration with Capsule Crm — Presentation Transcript