CRM Integration
FreshDesk Toolbar Integration ...

Freshdesk CRM App creation and Installation Guide

10 min

Summary

This document outlines the steps for users to configure the Freshdesk CRM application for release 4.7 and above.

Usage Instructions:

Create a Freshdesk Admin Account: Users must sign up at Freshdesk, verify their email, and obtain their API key from the profile settings.
Upload a Custom App: Users need to navigate to their Freshdesk account settings to upload the Ameyo application by following several steps, including accessing the Custom Apps section and filling in the required app details. After uploading, the app must be published and installed.
Configure the App: During installation, users will enter their Ameyo server domain and API key, along with their Freshdesk domain. After saving the configuration, the Ameyo toolbar icon should appear on the Freshdesk dashboard.
Create Custom Fields: To log call outcomes, users are required to create custom fields within Freshdesk under Ticket Fields. The recommended setup includes fields named "Disposition" and "Sub-Disposition" based on the required structure.

After completing these steps, additional configurations may be necessary at the Ameyo database, details of which will be provided by the project manager or engineer.

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