Sugar Freshdesk Integration
Best Customer Portal Service meets best CRM
Tickets on Freshdesk, as case in CRM.
New Contacts automatically added.
Replies from portal Synced.
Agents can answer from Freshdesk or Sugar CRM.
Case status change from any side also synced.
Tickets on Freshdesk, as case in CRM.
New Contacts automatically added.
Replies from portal/CRM Synced.
Agents can answer from Freshdesk or SugarCRM.
Case status change from any side also synced.
Easy Installation and configuration. Visit support.enjayworld.com for help
Customer logs on Freshdesk support portal
Customer Creates Ticket in Freshdesk
Since Customer is new, A new contact is created in Sugar CRM
A Case is also created below the Contact (linked to Contact)
Detail view of the Support Case Created.
Support Executive updates more details in Case (optional)
Support Executive replies to that ticket from Sugar CRM, by creating a “Note”
A note being created as a reply. (Note that files can also be attached)
“Note” appears below the Support Case.
Customer receives the Email.
The Email as received by Customer. Note the link for customer to view case
If Customer clicks on that link, he can view the case on the Freshdesk portal
Customer replies to the case, on Freshdesk Portal
That reply can be seen as Note in the Sugar CRM
Detail view of Note, (reply from the customer)
Reply of customer as seen in Freshdesk Admin Portal
Support Executive marks this case as closed. on Freshdesk Portal
The status of Case in Sugar CRM also changes accordingly.
Email sent to Customer regarding closing of the case.
If customer logs into Freshdesk portal, he sees status of case as closed.
Tickets on Freshdesk, as case in CRM.
New Contacts automatically added.
Replies from portal Synced.
Agents can answer from Freshdesk or Sugar CRM.
Case status change from any side also synced.
We can also customise this Add-on for You,
on a chargeable basis
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Sugar Freshdesk Integration
Best Customer Portal Service meets best CRM