Question

Account name sync

  • 7 December 2023
  • 1 reply
  • 16 views

Hello, how can I sync my Freshdesk Company contacts and Freshsales Account contacts?

In Freshdesk, the contacts are tagged under the same company.



However, in Freshsales, the contacts are not linked to that account/company. I have to manually assign each one. This takes a lot of time.



Is there a way to automatically update the Account in Freshsales based on their Company in Freshdesk?

Thanks


1 reply

Badge +1

Can you share a screenshot of your integration’s config for us to help

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