FRESHDESK SALESFORCE INTEGRATION

Freshdesk salesforce integration

With Powefull Data Integration Features Built-In Hexasync

Slack report

Slack Report

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Adjustment Scheduler

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SQL Custom Query

API custom query icon

API Custom Query

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Async Integration

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Monitoring

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Middleware

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EAV Design Pattern

benefits of Freshdesk and Salesforce integration

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realtime data sync

Automatically sync customer and order data in your Freshdesk account

customer's shopping experience

Customers Segmentation

Segment your customers by lifetime revenue, average order value, products purchased, purchase totals, and more!

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Automation Your Workflow

Create personalized and triggered emails, including: welcome series, abandoned cart recovery, post purchase follow-ups, product reviews

Frequently Asked Questions

The Freshdesk – Salesforce integration allows agents to view, edit and create Freshdesk tickets from inside Salesforce, and also to view Salesforce contact information inside Freshdesk.

The Integration Log gives you a view behind the scenes of your integrations and allows you to see both scheduled and triggered integration tasks and their results. The Integration Log is useful in troubleshooting integration issues.

An Integration User can be an Admin’s best friend. It is a dedicated (not used by any human) full Salesforce license that has a custom Profile, Permission Set, and is used for any 3rd party integrations, like: marketing automation, CTIs, data enrichment tools, and even your own custom API work.

  • G Suite
  • Slack
  • Quickbooks
  • MailChimp
  • LinkedIn
  • Docusign Integration
  • JIRA
  • HelloSign

Select Salesforce from the list of integrations. Click to the Settings tab and turn the toggle to enable the integration

The Salesforce Platform uses open APIs based on industry standards like REST and SOAP, so api integration is easy between Salesforce and external endpoints, such as apps or enterprise integration hubs.

Beehexa utilizes the latest technologies and optimizations in the industry to deliver to you Hexasync – a real-time data sync and monitoring middleware. Hexasync provides data-integrity protection measures, as well as a cell-based mapping in order to ensure a reliable synchronization between your Freshdesk and CRM applications. Beehexa’s Freshdesk CRM Integration is capable of handling your every kind of data, with support for various key data: Financial, Warranty, Shipment, Customer, Inventory, Invoice, Order, and Products.

Features:

  • Middleware: a light application-independent software that handles all the complexity of integrations
  • EAV Design Pattern: is incorporated to allow for more flexibility in data modeling
  • Message Queue-Based Architecture: simplifies the coding of decoupled applications and provides better performance, reliability, and scalability
  • Customizable Handlers: allow for better visibility into the statuses of your customers’ orders
  • Cell-Based Mapping: high precision mapping of single-cell data for a reliable synchronization
  • Async Integration: keeps your business updated with real-time synchronization
  • Compatible with Marketplace: Connect your Freshdesk with CRM applications with ease

Testimonials

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