Freshdesk + Skalin

Freshdesk + Skalin integrations

Create new Freshdesk companies from new Skalin customers

Elevate your customer service game with this efficient workflow. When a new customer signs up in the Skalin app, this automation creates a fresh company profile for them in your Freshdesk app. Stay organized, keep track of your growing customer base, and provide timely support right from their first interaction.

When this happens...
New CustomerTrigger when a new customer is added.
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 Skalin and Freshdesk

Discover other triggers and actions you can use with Skalin and Freshdesk

- Contact tag
  Required
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- Contact tag
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
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New Customer
Trigger when a new customer is added.
Trigger
Instant
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- Touch type
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
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CSM Owner Changed
Trigger when a CSM Owner changed.
Trigger
Instant
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- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
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- Event
  Required
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Instant
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New Task
Trigger when a new task is added.
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Task Project Completed
Trigger when all task project's tasks are marked has completed.
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Instant
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- Customer domain or ID
  Required
- Agreement type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Customer domain or ID
  Required
- Agreement type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Customer ID
- Customer Name
  Required
- Customer domain
  Required
- Customer description
- Customer stage
- Customer CsmScore
- Csm owner email
- List of commat separed tags
- Interaction goal
- Customer heatlhscore profile
Action
Write
- Email ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Subject
- Html body
- From email
- Commat separed list of emails targeted by email
- Commat separed list of cc emails targeted by email
- Commat separed list of bcc emails targeted by email
- Score
- Source identifier
Action
Write
- Note ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
Create New Task Project From Template
Create a new task project from template.
Action
Write
New Contact
Triggers when a new customer is created.
Trigger
Instant
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Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- 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

- Contact tag
  Required
- Touch type
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
- Contact tag
  Required
Trigger
Instant
Try It
Customer Became Ghost
Trigger when a new customer became ghost.
Trigger
Instant
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- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
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Customer CSM Pulse Changed
Trigger when a customer CSM Pulse changed.
Trigger
Instant
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Customer Stage Changed
Trigger when a new customer stage changed.
Trigger
Instant
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Task Completed
Trigger when a task is marked as completed.
Trigger
Instant
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- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
New Task Project
Trigger when a new task project is added.
Trigger
Instant
Try It
- Customer domain or ID
  Required
- Agreement type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Contact ID
- Contact email
  Required
- Customer domain or ID
  Required
- Contact description
- Phone
- List of commat separed contact's additional emails
- List of commat separed tags
- Firstname
- Lastname
- Contact role
- Contact job title
Action
Write
- Call ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
- Meet ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Metting subject
- Metting description
- Organizer email
- Commat separed list of attendees emails
- Score
- Source identifier
Action
Write
- Customer domain or ID
- Skalin customer ID
- Task type
  Required
- Task status
- Task title
  Required
- Task description
- Task due date
- Task priority
- Task reminder
- Task recurring
- Task recurring period
- Task owner ID
Action
Write
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
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Instant
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New Ticket Note
Triggers when a Note is added to a Ticket.
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Update Contact
Triggers when a user is updated.
Trigger
Instant
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- 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 Freshdesk

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

HelpHelp

Related categories

Customer Support

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About Skalin

Skalin is a Customer Success platform for Startups who want to scale faster.

HelpHelp

Related categories

Sales & CRM

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Create new Freshdesk contacts from new Skalin contacts

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Create new Freshdesk contacts from new Skalin contacts