Freshdesk Salesforce Integration

Freshdesk CRM platform can easily be integrated with Salesforce CRM system using our HexaSync. We offer fully integrated CRM solutions with CRM System, which allows merchants and companies to leverage all tools and resources of Salesforce Integration to get their CRM System done.

  • Save a lot of time: Freshdesk CRM integrations will synchronize into categories according to their common characteristics, pricing, etc.
  • Improve business efficiency: Increase sales and revenue by modifying your sales strategy more successfully, preventing expired inventory or a shortage of products.
  • Enhance customer experience: CRM integration is essential since it completes all tasks faster.
Freshdesk Salesforce Integration

the key important flows of Freshdesk and Salesforce Integration

There are many considerations when coming to the connection between Freshdesk and Salesforce. Therefore, we give you a wide range of available options for your business.
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Set Up Freshdesk Salesforce Integration in 3 Steps

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Step 1: Verify data

Transfer data, files, or information. It is the best option for simple processes

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Step 2: Demo

Based on the common requirements for each type of integration, we will deliver a simple demonstration for the systems as requested

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Step 3: Deployment

Once the integration scope is confirmed, we will adjust our demo profile to fulfill your business requirements and then deploy it for usage

Freshdesk – Salesforce Integration Tasks

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This integration flow syncs Freshdesk customers as Salesforce customers.

This integration flow syncs Freshdesk customer refunds as Salesforce refunds.

This integration flow syncs Freshdesk items as Salesforce products.

This integration flow syncs Freshdesk sales invoices as Salesforce billings (orders with status paid).

This integration flow syncs Freshdesk sales order cancellations as Salesforce order cancellations.

This integration flow syncs Freshdesk sales orders as Salesforce orders.

This integration flow syncs Freshdesk shipments as Salesforce shipments.

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Automation from the simplest things. Your job is to focus on important work; let HexaSync take care of the rest.

Benefits of Freshdesk HubSpot Integration

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realtime data sync

Instantly synchronize customer and sales order data between Freshdesk and Salesforce CRM. The seamless connection enables you to have your whole store under control across all channels

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Multi-channel selling

Increase the chances of Salesforce CRM integrations for your exposure to more potential customers and bring more sales from your online store. 

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Centralize reporting

Flexible, user-friendly reporting options help you optimize sales opportunities. You can track the benefits of your investment in advertising, mailings to customers, promotions, discounts, etc

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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

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