Capsule CRM + Freshdesk

Capsule CRM + Freshdesk integrations

Create new Freshdesk companies from new or updated Capsule CRM contacts

Keep your customer profiles up-to-date with this streamlined workflow. When a contact in Capsule CRM receives new data or an update, the corresponding company profile in Freshdesk is immediately refined. This process minimizes manual data handling and encourages efficient customer interactions.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create CompanyAllows you to create a Company entry in Freshdesk.
ActionWrite

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More things you can do with Capsule CRM and Freshdesk

Discover other triggers and actions you can use with Capsule CRM and Freshdesk

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Contact
Triggers when a new customer is created.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- Forum Category
  Required
- Name
  Required
- Type
  Required
- Visibility
  Required
- Description
Action
Write
- Forum Category
  Required
- Forum
  Required
- Title
  Required
- Topic Description
  Required
- Sticky
- Locked
Action
Write
- Name
  Required
- Email
  Required
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket Id
  Required
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
Try It
New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
Try It
Update Contact
Triggers when a user is updated.
Trigger
Instant
Try It
- Name
  Required
- Description
- Notes
- Domains
Action
Write
- Name
  Required
- Description
Action
Write
- Subject
  Required
- Email
  Required
- Name
- Type
- Description
  Required
- Priority
- CC Emails
- Responder ID
- Status
- Source
- Group ID
- Product ID
- Tags
- Internal Agent ID
- Due by
- First Response due by
Action
Write
- Ticket ID
- Name of the requester
- Requester ID
- Email address of the requester
- Facebook ID
- Phone
- Twitter ID
- External ID
- Subject
- Type
- Status
- Priority
- Description
- Responder ID
- Due by
- First response due by
- Group ID
- Parent ID
- Product ID
- Source
- Tags
- Company ID
- Internal Agent ID
- Internal Group ID
- Lookup Parameter
Action
Write
- Email
  Required
Action
Search

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.

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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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Related Zap Templates

Add notes to Freshdesk tickets for new or updated Capsule CRM opportunities

Create Freshdesk contacts from new or updated Capsule CRM contacts