TxHelpdesk

Installation guide for FreshDesk

2 recommendations | 1304 views

Integrating TxContact with FreshDesk CRM

Introduction:

TxContact integration with FreshDesk allows the FreshDesk CRM users to seamlessly handle calls on the CRM screen without the hassle of minimizing the browser and switching to an application. The features available are:

Call handling - Phone interface (iframe) will be shown when an agent gets a call, the agent can answer the call or drop the call in the iframe.
Call Info popup - When a customer calls and if he has ticket id then this app will open the respective ticket page in FreshDesk. If the customer doesn't have the ticket id but his contact is saved then the respective contact details page of the customer will be displayed in FreshDesk. If customer neither has ticket id nor his contact was saved then a new ticket will be created and will be displayed in Freshdesk.

FreshDesk Configuration:

Login to your Freshdesk account with the account owner (agents or admins do not have the required privileges)
Click on your profile icon on the top right of the screen and select “Profile Settings”.

On the right side, you will see your API key.

Installation method:

Download the TxContact Plugin from the FreshDesk marketplace.
While the installation user has to provide subdomain and API key.
In API key field enter the value you got from the previous step.
For the Subdomain Part, enter the hostname of your FreshDesk account - for example, if your Freshdesk URL is https://xyz.freshdesk.com/ enter “xyz”.
TxContact’s Chirp App should be installed and has to be running in the background. The agent has to be logged in to the Chirp App, contact https://www.telenetix.in for more info on the Chirp App.