Skip to main content
  • EN

Unified CRM

Sales and Marketing

33 Posts
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in How do I....?
Sales Sequences - Deep Dive - Webinar Tutorial
Sales Sequences - Deep Dive - Webinar TutorialTutorial

Hello Everyone!We are back again with another most requested webinar - Sales Sequences myth-buster!We have seen that most of the businesses love to create a sequence of steps that will automate their reach-outs to their customers, and based on the activity, get notified of the next action steps. Sales Sequence is a perfect tool for doing just that.In most cases, the following is what anyone using Freshsales would want to achieve using Sales Sequences.Targeting the right audience Configuring the flow Understand the behaviour, errors, metrics, etc Work through the entire flow without any issuesBy the end of this session, you'll be a master of “Automated Flow” - to make the process of cold outreach much easier and efficient. WATCH THE VIDEO HERE: This webinar is curated by the Support team, whom you generally contact for issues/queries. We have collated as many FAQS as possible to make this webinar worth your time. Host: Pradipta Chandra, Lead - Customer SupportPresenter: Jemima Yazhini,

4430
pradipta.chandra
Community Manager
ClarissaWagner
Apprentice
ClarissaWagnerApprentice
posted in How do I....?
Gamification and User Engagement with External Apps – Any Experience with Brawl-style Mechanics?

Hi everyone,I’ve been exploring ways to improve user engagement in customer-facing interfaces built using Freshdesk and Freshchat integrations. One concept I’ve been researching is the use of game-inspired elements like custom progression, unlockable features, or even “brawl-style” interaction mechanics inspired by community-driven apps.While working on a test project, I came across a modded game called Null’s Brawl (based on Brawl Stars) that uses private server mechanics to simulate user leveling, reward unlocking, and in-app economies. It’s purely experimental, of course, but the way it handles user flow and excitement can inspire app-like workflows.Has anyone tried integrating or simulating such gamification mechanics in Freshworks tools, even with the help of third-party tools or apps from the marketplace?Looking forward to hearing your ideas and tools that might support similar models!— Also, if you’re curious about the mod itself from a UX standpoint, the latest version (62.256)

819
Marcos2543
Community Debut
jacky-coke
Apprentice
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? 

661
pradipta.chandra
Community Manager
dileepkumaran
Apprentice
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?

571
pradipta.chandra
Community Manager
NamrataHindujaGeneva
NamrataHindujaGeneva
posted in Getting Started
How to set up automation rules in Freshworks Unified CRM system? - Namrata Hinduja Geneva, Switzerland

I’m Namrata Hinduja Geneva, Switzerland trying to set up automation rules in Freshworks Unified CRM to streamline lead management and follow-ups, but I’m facing challenges with configuring the right triggers and actions. Some automations aren’t firing as expected, and I’m unsure if I’m missing key settings. Has anyone successfully implemented efficient automation workflows in this CRM? I’d appreciate any guidance, best practices, or examples to help me create effective rules that boost productivity and ensure timely customer engagement.    RegardsNamrata Hinduja Geneva, Switzerland

160
NamrataHindujaGeneva
mark-rasa
Apprentice
mark-rasaApprentice
asked in How do I....?
HELP! Phone Balance isn't being updated and our phones are down!

We have Freshsales CRM Suite. I started getting LOTS of invoices from Freshworks (15 yesterday, 25 today). Each bill is marked as Paid (they’re like $5 apiece).It tells me we’re out of incoming phone credits. I tried making a manual payment.  It shows the payment went through, but our phone credit balance doesn’t update.The one phone number I have for anyone at FW, they aren’t answering.My sales staff is dead in the water.  

454
pradipta.chandra
Community Manager
ATXMike
Apprentice
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?

441
pradipta.chandra
Community Manager
soniabraga00
Apprentice
soniabraga00Apprentice
asked in Freshsales Suite
Is Freshworks the Best All-in-One Customer Engagement Solution in 2025?

I've been exploring different customer engagement platforms lately, and Freshworks caught my attention. For those who aren't familiar, Freshworks offers a suite of products like Freshdesk (for customer support), Freshsales (CRM), Freshservice (ITSM), and several other tools designed to improve customer experience and streamline business operations.With all-in-one solutions becoming increasingly popular, I'm curious: Has anyone here implemented Freshworks products in their business recently? How do you find its performance compared to competitors like Zendesk, HubSpot, or Salesforce? Is the integration between Freshworks tools smooth, or do you face any challenges? Also, how's the pricing model—does it provide good value for money?

200
soniabraga00
Apprentice
D
Contributor
Doug_in_Wellington_NZContributor
asked in Freshservice Integration
Querying a Microsoft service (Defender Adv Hunting) via MS Graph from a freshservice ticket

Hi, this is my first post so let me know if I’m not doing this correctly. We have an employee offboarding process in Freshservice and would like to add Freshservice automation that, when an offboarding ticket is created, sends a KQL query to our Microsoft instance, specifically Defender Advanced Hunting, and the results of the query should be placed back in the ticket.The Microsoft documentation suggests that we should do this via Microsoft Graph.  I’d like to create a FS workflow that makes a web request to Microsoft Graph to start the query, but no matter what combinations of configurations I attempt I get blocked with errors like “invalid host” or "InvalidAuthenticationToken", or whatever.The Microsoft documentation is splintered into scattered sub-topics, doesn’t include examples, and assumes I’m using a programming language like JavaScript, not a platform like FreshService.Has anyone else managed to make calls into Microsoft, not using the existing AD/Azure apps which don’t includ

1664
D
Contributor
arthurcooklambert
Apprentice
arthurcooklambertApprentice
asked in How do I....?
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

2512
chard1988
Contributor
M
Apprentice
mrwilliam5Apprentice
asked in How do I....?
How to Connect Red Robin with My Store?

Hello everyone,I am looking for a way to connect Red Robin menu with my online store. I want to know if there are any apps, plugins, or integrations available that work with Red Robin for managing orders, menus, or delivery.Some specific questions I have:Is there an API or app to integrate Red Robin directly? How can I manage Red Robin orders automatically from my store? Any third-party services or apps that support Red Robin integration?Any guidance, suggestions, or personal experiences would be greatly appreciated. Thank you!

90
M
Apprentice
leestanton
Apprentice
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!

231
pradipta.chandra
Community Manager
NoorAlfar
Apprentice
NoorAlfarApprentice
asked in Freshdesk Integration
Automated Weekly Export of Updated Ticket Data for Customer Volume Analysis

Hi,I am currently working on an analysis of our customer support data. Specifically, I aim to determine the percentage of the total ticket volume that each customer contributes on a weekly basis.In order to do this, I need to regularly export our latest ticket data, ideally on a weekly basis, in an automated manner. I want to ensure that the exported data includes all recent updates to the tickets, to accurately reflect the current status of our support system.Could you please guide me on the best way to achieve this in Freshdesk? I am particularly interested in:The recommended method for automated data export in Freshdesk. Is there an API endpoint, or a feature within the Freshdesk interface that I can use?How to ensure that the exported data includes the most recent updates to the tickets.Any specific settings or filters I should apply during the export to ensure that the data is suitable for the analysis I plan to do?Thank you in advance,Noor

1082
arzhost
Community Debut
M
Skilled Expert
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?

1456
M
Skilled Expert
M
Top Contributor
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!

801
rajagopal.baladhandayutham
Community Manager
Gowtham Rajesh
Apprentice
Gowtham RajeshApprentice
asked in Getting Started
Local Oauth Redirection Issue

Hi Team, Currently we are experiencing an issue with respect to local Oauth Redirection. During our code coverage, even though the Freshworks Redirection url are configured in the Gong, the FDK platform is not redirecting properly. The current FDK version used is “9.1.2” for the code coverage.  Please find the redirect URI configured in the oauth app below for your reference. Additionally, please find the error screenshot attached below: Can you please help us to resolve this issue?Regards,Gowtham

380
Gowtham Rajesh
Apprentice
H
Skilled Expert
HVHSkilled Expert
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.

550
H
Skilled Expert
Davide
Apprentice
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

610
Davide
Apprentice
wlnaim
Apprentice
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?

2821
Yusuf Ahmed
Community Manager
Or Maman
Apprentice
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? 

240
Or Maman
Apprentice
mitch.stone
Contributor
mitch.stoneContributor
asked in Freshservice Integration
Workday Intergration

Is there at ETA on the Workday-Freshservice Integration?

1354
mitch.stone
Contributor
jdarocha
Apprentice
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.

370
jdarocha
Apprentice
ATXMike
Apprentice
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

1391
ATXMike
Apprentice
Veerathep
Apprentice
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?

621
Aishwarya Parthasarathi
Top Contributor
C
Apprentice
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

770
C
Apprentice

Badge winners

  • Salud, Ideator
    jreedyhas earned the badge Salud, Ideator
  • Lightning (Mc)Learner
    jreedyhas earned the badge Lightning (Mc)Learner
  • Wizard of Creative Thinking (5)
    Anthonyakoshas earned the badge Wizard of Creative Thinking (5)
  • Wizard of Creative Thinking (5)
    richard_willshas earned the badge Wizard of Creative Thinking (5)
  • Wizard of Creative Thinking (5)
    Bmumpowehas earned the badge Wizard of Creative Thinking (5)
Show all badges
Terms of Use