Freshdesk is a customer support software and ticketing system that helps companies provide a greater customer support experience. It enables ease of collaboration across agents, equips customers with the ability to self-service, and provides reporting and analytics for greater insights into your team's performance.
Workato allows for bi-directional syncs between Freshdesk and up to 1000+ other apps, through various use cases. Popular apps that users have integrated with Freshdesk include Salesforce, Google Sheets, Trello, Intercom.
Freshdesk integration scenarios include bi-directional syncs between new/updated:
- Freshdesk tickets to Salesforce cases
- Freshdesk tickets to ServiceNow incident
- Freshdesk contacts to Salesforce contacts
- Freshdesk users to Intercom users
- Freshdesk ticket to a message posted on a Slack channel
Supported editions and versions
The Freshdesk connector works with all Freshdesk plans.
How to connect to Freshdesk on Workato
- Search for Freshdesk recipes
List of pre-built Freshdesk recipes
- Choose a desired Freshdesk recipe to use
Click on the recipe. Thereafter, proceed to click on the "Use this recipe" button at the top-right corner as seen below.
A pre-built Freshdesk recipe
- Fill in the configuration input fields
Freshdesk connection configuration on Workato
Give this Freshdesk connection a unique name which identifies the Freshdesk account you are connected to.
Enter your API key from your Freshdesk account. You may obtain the API key by following these steps:
Navigate to User Profile under the dropdown menu on the top-right corner of your helpdesk
Navigate to Profile Settings
Go to Profile settings in Freshdesk
- You will see your API key at the top-right corner.
Retrieve your API key from Freshdesk
If your company's Freshdesk URL is https://yourcompany.freshdesk.com, then input "yourcompany" as the helpdesk name in the field.
Once all required fields are filled, click connect.
Once Freshdesk has been successfully connected, you may complete/skip the following steps, such as customization/testing. After these steps, you would see the following recipe page. You may choose to test or start the recipe by clicking on the corresponding button on the top-right corner.