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22 hours ago

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Unified CRM

Unified CRM

Sales and Marketing

31 Posts

MDaviesSkilled Expert

asked in Freshservice Integration

Dropdown Field Not Working As Expected

I am wondering if this is working as expected or whether this is a bug.When working with Multi or Single Dropdown fields and selecting the Data Source as ‘Assets’...…All Users, Requesters, Agents, Departments but not Locations... ...when a user attempts to use these Dropdown fields in a form from within the Support or Agent Portals they instead work as a Search box:Why is this the case for everything except Locations? Is there a way to force it to work as a Dropdown instead of a Search box?

leestantonApprentice

posted in Getting Started

Trouble with Packing Automation Integration on Website

Hi everyone,I'm currently working on a packing website and looking to implement a robust packing automation system to streamline order fulfillment. However, I'm facing challenges in finding compatible software that integrates smoothly with our existing Freshworks CRM setup.Has anyone had experience with setting up packing automation? Specifically, I’m interested in solutions that handle inventory management, tracking, and automated label printing within a single platform. Any advice on tools or plugins that could work well with Freshworks?Thanks in advance for any insights!

MichaelS24Skilled Expert

asked in Freshservice Integration

Email Notifications and Ticket Sharing

Hello Fresh Community.I am trying to address an issue I encountered when testing ticket sharing using Freshservice.Goal state:Requester 1 shares a ticket with Requester 2. Requester 2 is provided a notification when Agent 1 sends a reply or adds a public comment in the shared ticket.Current state:Requester 1 shares a ticket with Requester 2. They are notified once, based on enabling New Ticket Share under Email Notifications. Requester 2 is not provided with any further email updates based on ticket being shared. I will note the following behaviour as well: Requester 2’s email address is not listed under CC or Reply_CC when shared by Requester 1. If Agent 1 shares the ticket with Requester 2, it does add Requesters 2 email address to CC & Reply_CC.Has anyone managed to reach the goal state using a combination of Workflows & email notifications? I would love some control over the requester sharing behaviour so it is the same as when agent adds it using share.I don’t want to use

ATXMikeApprentice

asked in Freshsales Suite

ERROR w/ Website URL

For some reason whenever I save a custom website url for example: https://app.websitedomain.com/property=12345 FreshSales automatically changes the url to be: app.websitedomain.com Does anyone know how to make this stop happening?

Maarten VlasblomTop Contributor

asked in Freshservice Integration

Assigning tikcets from FreshService to 3rd party

We are going to use FreshService if all goes according to plan and based on the Growth version.We have also a external 3rd party as Software Supplier and Developer partner. We would like to be able to assign tickets to this party easily and i was wondering what the best approach would be.I was thinking about 1 Agent per application and a shared mailbox on their end so that we can easily reassign tickets to them and by only consuming the costs for 1 agent. Is this a feasable solution?Otherwise the amount of Agents would increase a lot and there might also be some onboarding and ofboarding on their end without us knowing about it.Thanks for your suggestions!

HVHTop Contributor

asked in Freshservice Integration

Maintenance calender and Change publishing on Statuspage

Question: In the maintenance calender we create a maintenance calendar item that is made visible on the statuspage every evening on weekdays.We want to add just One Change number to these repeating maintenance calendar items that will be viewable in the maintenance calendar.It looks like we must make a change for every day because the change when associated to the just made repeating maintenancecalendar items gets the starting date and time and ending date and time of the first day of the repeating maintenance calendar items! Anybody have a solution, or will the change get another start/end date/time when a new day arrives within the schedule.

arthurcooklambertCommunity Debut

asked in Freshchat Integration

Delay in Message Reflection on iOS with Flutter Freshchat SDK

Hi, Recently, I have integrated the latest SDK (freshchat_sdk ^0.10.10) of Freshchat for FLUTTER for both iOS and Android into an app I am developing.The integration on the Android platform has been successful and works smoothly. However, I have experienced certain issues when using the Freshchat SDK on iOS, specifically regarding the time it takes for a message to be reflected in the UI after using the Freshchat.showConversations() function.In detail, I have noticed that when a notification is received, it is reflected almost instantly in the ios notifications. However, displaying the message in the UI can take significantly longer compared to the Android experience. This has led to a discrepancy in user experience between the platforms.Since the functionality on Android is seamless and the message is reflected at virtually the same time the notification is received, I would like to request your assistance in addressing this specific issue on iOS. I would appreciate any guidance, sugg

jacky-cokeApprentice

asked in Freshservice Integration

Assistance with authorization of MS Teams integration

Hey, we’re having some issues getting the Teams integration up and running: Even though the colleagues form IT confirm the app-request within O365 Admin Panel, the integration seems not to receive this confirmation and keeps asking for this again and again and again… Any suggestion where we did wrong?

DavideApprentice

asked in Freshdesk Integration

Feature Request: Freshdesk Assign signature to email

Hi All,the only way to manage multi signature is to use "Signature Management/Plus", but this APP can only assign an signature to a Group or to a Product. In our cases we have more emails to one single product, could be very usefol can assigne each single signature to each single mail. Thanks

mitch.stoneContributor

asked in Freshservice Integration

WD (Workday) Integration

Anyone with information on when the Workday Integration will be available? https://support.freshservice.com/en/support/solutions/articles/50000006196-freshservice-integration-with-workday-upcoming-

mitch.stoneContributor

asked in Freshservice Integration

Workday Integration

What’s the latest on the release date for the Workday integration?

wlnaimApprentice

asked in Freshdesk Integration

Azure B2C Error Aadb2c90183: the supplied code_verifier is invalid correlation id

AD B2C integration in FreshWorks SSO with OIDC - Login error We are still getting the following error after user authenticate on B2C.Aadb2c90183: the supplied code_verifier is invalid correlation id We are triggering the process with a launch button in our page to open the agent login like this:Can you provide some advice on this please?

asadCommunity Debut

asked in How do I....?

Mobile Skin Templates

Are Mobile Skins Templates are Better than Mobile skins ?

HarshvithaApprentice

asked in Freshdesk Integration

integrations with 3rd party application to freshdesk

Configure a serverless app to sync basic contact details from 3rd party application data to Freshdesk on user or contact creation. Custom script is needed for the creation of custom App

dehaegeApprentice

asked in Apps and Marketplace Integrations

Webex App Collaboration Integration

Does anyone know if the Webex app is on the roadmap to be added as a Collaborate app in Freshservice? We are a Webex shop and don’t want to introduce another messaging platform like Teams or Slack if we don’t have to.

dileepkumaranApprentice

asked in Freshsales Suite

Regarding Freshsales Product Event

We are developing an app (Freshsales Sage integration) that utilizes the 'onContactCreate' event to listen for contact creation events in Freshsales. However, we have observed occasional failures of the 'onContactCreate' event when creating contacts in Freshsales. During our testing, when we attempted to create 10 contacts at a time for 5 iterations, totaling 50 contacts, the product event didn't trigger for 3 contacts in the first iteration, but it triggered successfully for all subsequent iterations, allowing us to retrieve the contacts. Consequently, we were unable to retrieve all the contacts created in FreshSales using the product event. We have also encountered this issue while creating 5 contacts at a time in Freshsales, during which the product event only triggered twice. This does not occur frequently, but it happens occasionally. Does anyone have any suggestions?

Or MamanApprentice

asked in Freshdesk Integration

SF integration does't work

Hi guys, We are about to complete our 14 days of trial. However, the most important thing for us hasn’t been addressed, which is the SF integration.We are trying to bring in meaningful data from SF to FD but no luck. There are no error messages at all and the integration settings seem fine. We are trying to get Accounts + Contact + Opportunities data. Any hints?

mitch.stoneContributor

asked in Freshservice Integration

Workday Intergration

Is there at ETA on the Workday-Freshservice Integration?

jdarochaApprentice

asked in Freshsales Suite

Workflow for field value changed by specific amount

Hello! I would like to create a workflow that is triggered when a number field value decreases by a certain percentage. It doesn’t look like this is an option in the dropdown however. The only options I have are:is is not equal to is greater than is less than is between is empty is not empty is changedI thought of using the ‘is changed’ option, but it doesn’t let me specify how much I would like it to change by. Is there a way to do this? Thank you.

ATXMikeApprentice

asked in Freshsales Suite

N8N.io Cannot read properties of undefined (reading 'total_pages')

I am trying to conduct a simple get request with the Freshworks CRM and keep getting the following error message: Cannot read properties of undefined (reading 'total_pages') Can you let me know why this is happening as I am only asked the following as outlined in the link images listed below: Request Page:https://prnt.sc/3mGJIA5vyHohSettings Page:https://prnt.sc/hrqROki0tdEp

VeerathepApprentice

asked in Freshsales Suite

Contact Segmentation by Deal

How can I config or set up to use deal data with contact segmentation to categorize them and use it in customer journey?

ChanileApprentice

asked in Freshservice Integration

Freshservice Integration with Microsoft Teams

Hi,I would like to know if the servicebot can also send notifications on service requests? I know before it could only send notifications on the incidents via the servicebot and not on the service requests.Is that now also possible or when will it be available?Is that available as a feature request at the moment?Thanks. Chanile

freshmsdApprentice

asked in Freshsales Suite

Cannot read properties of undefined (reading 'code')

When we attempt to connect a Zap to freshsales, we get this error:

Rob J EliteGroupITContributor

posted in Freshservice Integration

Currently undertaking this FreshService / Unified CRM / FreshSales intergration

Just a heads up to say that our company is attempting to use this. A contact / account created in FreshService gets synchronized back to CRM/ Sales Note that it only works for newly created accounts Unfortunately the apis provide different contact and account ids between FService and FSales/CRM making it alot more difficult to pull data from one api call to the other. In Fresh service you can see a Freshworks CRM plugin option, lets you click contact or account and you can drill down into data on both to see meta on the other side. option to browse url In CRM/Sales under account or contact you can see a Freshservice plugin option, very useful for sales, list all of the open tickets that support are dealing with for that customer (MSP) From Sales a ticket /change etc can be created using the workflow tool, but its limited in fields, no custom fields . only makes a basic web request and no processing engines like you have with the workflow tools in Fservice. Needing to use the workf

Rob J EliteGroupITContributor

posted in Freshsales Suite

Gap Analysis - Freshsales Suite / CRM

What are others peoples experiences with FreshSales suite from a Gap Analysis perspective.I only have the one competitor program i am comparing against, but as our companies current business processes are built on the reporting data provided we need to make sure that gaps can be closed if adopting this product. Areas affected so far:no underling buy prices so no profits can be calculated deal value is not the total deal value over the whole term deal value amount is only valid for the first billing month.(setup/ one offs) deal line items are not accessible in workflows original products are used as a template but a discount changes that value deal line item values are not accessible as summed totals on deals. Total profits can not easily be calculated on a deal culmination of the above

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