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Capsule CRM + Freshdesk

Create Freshdesk contacts from new or updated Capsule CRM contacts

Keep your customer information consistent and in sync between your CRM and support desk with this automation. When there's a new or updated contact in Capsule CRM, it will create a corresponding contact in Freshdesk. This ensures your team always has the most current contact details, making communication simpler and more efficient.

Keep your customer information consistent and in sync between your CRM and support desk with this automation. When there's a new or updated contact in Capsule CRM, it will create a corresponding contact in Freshdesk. This ensures your team always has the most current contact details, making communication simpler and more efficient.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    FreshdeskFreshdesk
    Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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freshdesk logo
freshdesk logo

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

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