How to create a new Freshdesk integration

Creating a New Freshdesk Integration: Enhance Your Customer Support Experience

Integrating Freshdesk with our system can significantly improve your customer support capabilities. By setting up this integration, you can keep your Knowledge Base synchronized, enable users to submit tickets through the Inline Help widget, and even utilize the Inline Help Bot for initial ticket responses. This article will guide you through the process of creating a new Freshdesk integration in our system.

Benefits of Freshdesk Integration

• Knowledge Base Synchronization: Keep your support information up-to-date automatically.

• Ticket Submission via Inline Help Widget: Allow users to easily submit support tickets.

• Automated Responses with Inline Help Bot: Provide instant first-time responses to customer inquiries.

Starting the Integration Process

• Navigate to Integration Settings:

  • Access your site’s dashboard.

  • Go to ‘Site’ and then select ‘Settings’.

  • Click on the ‘Integrations’ tab. This is where you can manage all your third-party integrations.

Filling Out the Integration Form

Here’s how to complete the Freshdesk integration form:

• Title:

  • Input a descriptive name for the integration. This helps in identifying the integration in your settings.

• Application:

  • Select 'Freshdesk' as the application you wish to integrate with from the dropdown menu.

• Helpdesk URL:

  • Enter your specific Freshdesk Helpdesk URL.

  • You can find this URL in your Freshdesk account under Admin > Account > Helpdesk Settings. The URL typically ends with “freshdesk.com”.

  • Example: “yourcompanyname.freshdesk.com”.

• API Key:

  • Provide your Freshdesk API key.

  • If you need help locating your API Key, refer to the Freshdesk API Key Instructions.

• Note:

  • Use this field to add any relevant remarks or identifiers related to the API. This could include specific configuration details or usage notes.

Testing the Integration

Validate the Connection:

• After filling in the form, click the “Test connection” button. This step is crucial to ensure that the integration has been set up correctly and that our system can connect to your Freshdesk account.

Conclusion and Support

Once the connection is successfully tested and validated, your Freshdesk integration will be active. You can now leverage the combined power of Freshdesk and our system to streamline your customer support workflow.

If you encounter any issues or have questions during this setup process, do not hesitate to reach out to our support team for assistance. Our goal is to make your experience as seamless as possible. With this integration, you're set to enhance your customer support and streamline your response management effectively.