Overview
The SugarCRM Freshdesk Integration by Faye seamlessly brings Freshdesk data into SugarCRM, providing users with a more holistic account view. This integration allows users to effortlessly synchronize Freshdesk customers, contacts, and tickets with SugarCRM in real time, resulting in streamlined processes, automated tasks, and increased productivity.
Information in this document is subject to change without notice.
Copyright © 2024 Faye Business Systems Group, Inc.
All rights reserved.
Trademarks
- Freshdesk and Freshworks are trademarks of Freshworks, Inc.
- Sugar is a trademark of SugarCRM, Inc.
All other company and product names may be trademarks of the respective companies with which they are associated.
This documentation and the software described herein is prepared and published under license. Neither Freshworks, Inc. nor SugarCRM, Inc. has tested or verified either the software or any representation in this documentation regarding the software. Freshworks, Inc., and SugarCRM do not make any warranty concerning either this documentation or the software described herein and specifically disclaim any warranty, express or implied, with respect hereto, including the warranties of fitness for a particular purpose and merchantability.
Compatibilities
This software is currently compatible with any vendor supported versions of:
- Sugar Enterprise and Sugar Serve version 13.3 or above
- Freshdesk
Contact Us
Email: support@fayedigital.com
Web: www.fayedigital.com
Voice: 818-280-4820
Address: 23801 Calabasas Rd, Suite 102, Calabasas, CA 91302-1547
Key Benefits
• Streamlined Operations: Simplify processes, ensuring a smooth transition from lead engagement to cash flow.
• Improved Accuracy: Eliminate manual information and data entry, reducing errors and improving data quality.
• Enhanced Customer Service: Empower teams with real-time data, enhancing customer service and fostering stronger client relationships.
Onboarding Form
When purchasing the Sugar Freshdesk Integration from either Sugar Outfitters or the Freshdesk Marketplace the following onboarding form needs to be completed and emailed to fayeintegrations@fayedigital.com
| IMPLEMENTATION COMPONENT | RESPONSE | ||
| INTEGRATION INFORMATION | |||
| 1 | Email address(es) for sync error notifications | ||
| SUGAR INFORMATION | |||
| 1 | Sugar URL | ||
| 2 | Username (admin user, but does not need to be a dedicated user) | ||
| 3 | Password | ||
| FRESHDESK INFORMATION | |||
| 4 | Freshdesk URL | ||
| 5 | Username (admin user, but does not need to be a dedicated user) | ||
| 5 | Password | ||
| 6 | API key of an admin user (refer to How to find your API key) | ||
| CURRENT ESTIMATED VOLUME | |||
| 7 | Number of Accounts in Sugar | ||
| 8 | Number of Contacts in Sugar | ||
| 9 | Number of Companies in Freshdesk | ||
| 10 | Number of Contacts in Freshdesk | ||
| 11 | Number of Tickets in Freshdesk | ||
| 12 | Number of Replies and Notes in Freshdesk | ||
| CONFIGURATION | |||
| 13 | Syncs Required | Note if sync is required (Y/N) | |
| a | Sugar Accounts to/from Freshdesk Companies | ||
| b | Sugar Contacts to/from Freshdesk Companies | ||
| c | Freshdesk Tickets to Sugar Cases | ||
| d | Freshdesk Replies and Notes to Sugar Messages | ||
| CUSTOM REQUIREMENTS | |||
| 14 | a | Any custom fields required for syncing? | |
| b | Any custom modules required to sync? | ||
| c | Other? | ||
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