Keep your customers happy and your team’s productivity high with Freshdesk’s customer support suite.
Combined with Cyclr, you can effortlessly integrate Freshdesk with your existing business applications, seamlessly connecting departments (including marketing, sales, finance and support) to streamline your company’s processes to give better collaborative customer service with less effort.Case Studies Pre-made Integrations Features Request a Demo
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Create branching workflows, blending many apps into a seamless process.
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Support ticket generation and management platforms can be a life saver for businesses with high volumes of requests or large support teams. They allow the team to manage everything, including customer interactions, within the application, preventing issues slipping through the gaps. But what if you want this information added to your Insightly contacts and leads? Cyclr’s workflow builder lets you do that, without adding any extra work to your team.
If your support team relies on Freshdesk for support management why not create a workflow to integrate it with your Insightly CRM? You can pass data back to Insightly to ensure your contacts have complete history of interactions, or why not allow your sales team to automatically create tickets when one of their opportunities requires support assistance.
In order to better understand a customer’s requirements and history with your company being able to see what support interactions they have had with you is a must. Support tasks can be performed and tracked by teams in numerous different applications, but having that data available in your CRM is vital for tracking your customer’s full history.
Many companies that don’t need to offer much support rely on embedded forms in their websites, allowing customers to send support requests. While most of these simply send the request to a support team member by email it is possible to have that data logged in your Insightly CRM at the same time.
Cyclr’s workflow builder supports popular form plugins including Contact Form 7 and Gravity Forms, allowing you to instantly pass the data to where you need it with a few clicks. Once Cyclr is connected to your form you can use the incoming data to find a record in your Insightly contact. For this, I would recommend selecting “Email address” as the field to match records by. This will find the relevant contact record, allowing you to automatically add a note or task detailing the request.
Support Service Automation! This cycle looks for Insightly opportunities that have been assigned a state with "Support" in it. Once found, it then checks Freshdesk for tickets with the Insightly Opportunity ID in the title, creating a new ticket if it is not found.
This cycle collects support enquiries posted from your website via Gravity Forms, adding them as a new contact in Pipedrive (if not already listed) and creates a new Freshdesk contact and a ticket. An activity is also created in Pipedrive to note the users account.
Full list of all Freshdesk API methods that we provide.
|Create Contact||Create a contact inside this Freshdesk account.||action|
|Delete Contact||Delete a contact from this Freshdesk account.||action|
|List All Contacts||List contacts from this Freshdesk account.||get|
|Update Contact||Update a contact inside this Freshdesk account. You must change at least one field.||action|
|View Contact||View a contact from this Freshdesk account.||get|
|Create Ticket||Create a ticket in this Freshdesk account.||action|
|Delete Ticket||Delete a ticket from this Freshdesk account.||action|
|List All Tickets||List all tickets from this Freshdesk account.||get|
|Update Ticket||Update a ticket in this Freshdesk account.||action|
|View Ticket||View a ticket from this Freshdesk account.||get|