andIntegration
Benefit #1 - View Contact Info from    Capsule inside Freshdesk                         Clicking on the Capsule            ...
Benefit #2 -Replies from Freshdesk automatically  include your Capsule DropBox Email address                               ...
Benefit #3 - Freshdesk Contact Page shows Contact Info from Capsule
Benefit #4 - View Freshdesk Tickets from theCapsule Contact using “Go to Freshdesk” or “Go                 to Tickets”     ...
Configuring Capsule IntegrationGo to Admin --> Integrations to access the         Configuration screen
You need your Capsule URL, APIToken and Email Dropbox address
Get your unique API key in Capsule CRM, by clicking on“My Preferences” --> “API Authentication Token”
To get your Dropbox mail address go to “Settings” andclick on the “Mail Drop Box” tab where you can find your             c...
Once integrated, the “Capsule” Icon will appear in           your Freshdesk Ticket view.Click on the Capsule logoto see Co...
To create a link to Freshdesk in Capsule CRM,click on “Settings”--> “Custom Fields”--> “ForPeople & Organization
Click on "Add new..." and select "Generated Link"               Copy the URL exactlyand paste it in Capsule CRM as the lin...
www.freshdesk.comwww.capsulecrm.com
Upcoming SlideShare
Loading in …5
×

Freshdesk Capsule CRM Integration

4,580 views

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
4,580
On SlideShare
0
From Embeds
0
Number of Embeds
2,995
Actions
Shares
0
Downloads
5
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • \n
  • Freshdesk Capsule CRM Integration

    1. 1. andIntegration
    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 CRM
    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 CRM
    4. 4. Benefit #3 - Freshdesk Contact Page shows Contact Info from Capsule
    5. 5. Benefit #4 - View Freshdesk Tickets from theCapsule Contact using “Go to Freshdesk” or “Go to Tickets” Links to view Tickets from this Contact in Freshdesk
    6. 6. Configuring Capsule IntegrationGo to Admin --> Integrations to access the Configuration screen
    7. 7. You need your Capsule URL, APIToken and Email Dropbox address
    8. 8. Get your unique API key in Capsule CRM, by clicking on“My Preferences” --> “API Authentication Token”
    9. 9. To get your Dropbox mail address go to “Settings” andclick on the “Mail Drop Box” tab where you can find your current Drop Box email address.
    10. 10. Once integrated, the “Capsule” Icon will appear in your Freshdesk Ticket view.Click on the Capsule logoto see Contact info from Capsule CRM
    11. 11. To create a link to Freshdesk in Capsule CRM,click on “Settings”--> “Custom Fields”--> “ForPeople & Organization
    12. 12. Click on "Add new..." and select "Generated Link" Copy the URL exactlyand paste it in Capsule CRM as the link definition.
    13. 13. www.freshdesk.comwww.capsulecrm.com

    ×