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  • Agile CRM logoAgile CRM logo

Freshdesk + Agile CRM Integrations

How to connect Freshdesk + Agile CRM

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  • Freshdesk triggers, actions, and search
    New Ticket
    Triggers when there is a new ticket is created in Freshdesk.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    New Contact
    Triggers when a new customer is created.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    New Ticket Note
    Triggers when a Note is added to a Ticket.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Update Ticket
    Triggers when a Ticket is updated.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Update Contact
    Triggers when a user is updated.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Add Notes to a Ticket
    Add Private or Public notes to a Freshdesk Support Ticket.
    Action
    Write
  • Freshdesk triggers, actions, and search
    Create Company
    Allows you to create a Company entry in Freshdesk.
    Action
    Write
  • Freshdesk triggers, actions, and search
    Create Forum
    Creates a Forum under a Category.
    Action
    Write
  • Freshdesk

    Creates a Forum Category.

    Scheduled

    Action

  • Freshdesk

    Create a new Forum Topic on Freshdesk Forums.

    Scheduled

    Action

  • Freshdesk

    Create a ticket in Freshdesk for your domain.

    Scheduled

    Action

  • Freshdesk

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

    Scheduled

    Action

  • Freshdesk

    Finds an existing customer or a potential customer that has raised a ticket.

    Scheduled

    Action

  • Freshdesk

    Find a ticket by ID.

    Scheduled

    Action

  • Agile CRM

    Triggers when a Deal reaches a specific milestone you choose.

    Scheduled

    Trigger

  • Agile CRM

    Changing any milestone in Agile CRM should be triggered.

    Instant

    Trigger

  • Agile CRM

    Triggers when a new case is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new contact is add in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new Deal is added in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new event is created in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new ticket is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new task is added in the Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a tag is added to contact in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Subscribe to a Campaign.

    Scheduled

    Action

  • Agile CRM

    Add a Note to the Contact.

    Scheduled

    Action

  • Agile CRM

    Add Score to a Contact in the AgileCRM.

    Scheduled

    Action

  • Agile CRM

    Add Tag to a Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a New Company.

    Scheduled

    Action

  • Agile CRM

    Creates New Contact in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a deal in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create event an event in Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Creates Ticket in the Agile CRM.

    Scheduled

    Action

  • Agile CRM

    Create a Task for the Contact.

    Scheduled

    Action

  • Agile CRM

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    Scheduled

    Action

How Freshdesk + Agile CRM Integrations Work

  1. Step 1: Authenticate Freshdesk and Agile CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Freshdesk Tutorials

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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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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