Would like to test this from FreshDesk (FD) Sandbox to FreshSales (FS) Sandbox...
When a new FD Ticket is created with the type ‘New Customer’ can an automation be done to create a ‘New Deal’ in FS?
The aim is to track all our new business, even if its from an existing customer who creates a support ticket, requesting additional business, then a New Deal would be created in FreshSales.
+11
Hi.
There is a couple of Apps to have some data exchanged and synced between FD and FS. The apps still have the old name FreshCRM.
You might refer to the following:
https://www.freshworks.com/apps/freshservice/fcrm_contacts_sync/
And the following (very similar):
These might result very helpful and handy for you.
But, going to your specific inquiry, yes, you may, though API calls.
From FD workflow,, you may call FS API.
https://developer.freshsales.io/api/
It might get tricky getting the IDs, but it can certainly be done.
Hope this helps.
Regards,
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