Unified CRM

I’ve been working with small teams that use Freshsales to manage leads and customer journeys, and I’ve noticed that pipeline structure often becomes the biggest bottleneck — not the tool itself.I’m curious how others approach pipeline design for small to mid-sized teams.Some challenges I frequently see:• Too many stages that slow down movement• No clear qualification criteria between stages• Automation triggers firing too early or too late• Sales and marketing using different definitions for MQL/SQLFor those actively using Freshsales: How many stages do you typically recommend for a lean pipeline? Do you prefer behavior-based automation or manual qualification first? Any best practices for keeping pipelines clean without constant admin work? Would love to hear real-world setups that are working well in 2026.Looking forward to the discussion.

The following error occurs every time I try to raise a work item in Fresh Desk for DevOps. My IT team have tried everything but cannot seems to resolve this errorCan someone please help me, I work for Global Marine travel which is part of the V. Group and we are longstanding customers with Fresh DeskMy email is andy.panagi@flygmt.com 

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!

The Red Robin Vegan Menu 2025 proves that you don’t need meat to enjoy bold, delicious flavors. Perfect for plant-based eaters and anyone looking for healthier, cruelty-free dining options. 🌱Forum Content:As more guests explore plant-based eating, the Red Robin Vegan Menu 2025 brings fresh, flavorful options that everyone can enjoy. From veggie burgers made with wholesome ingredients to crisp salads and dairy-free sides, Red Robin has made it easy to dine deliciously — without compromise.Their Impossible™ Gourmet Burger is a standout favorite — juicy, perfectly seasoned, and served with bottomless fries or healthier sides like steamed broccoli or sweet potato fries. Add in their vegan-friendly beverages and customizable options, and you’ve got a satisfying meal that fits any lifestyle.It’s

The Texas Roadhouse Menu 2025 brings you a perfect blend of bold flavors, fresh ingredients, and legendary hospitality. Whether you’re craving a juicy hand-cut steak, fall-off-the-bone ribs, or the famous warm rolls with cinnamon butter, every meal at Texas Roadhouse is crafted to deliver true satisfaction.One of the best parts about dining here is the variety — from Early Dine specials and family combos to kids’ favorites and seasonal dishes, there’s something for everyone. Their drink menu also offers a refreshing selection of margaritas, cocktails, and non-alcoholic beverages that pair perfectly with your meal.If you’re planning your next dinner or family outing, take a moment to explore the latest updates, prices, and special deals on their official site. You’ll find everything you need to plan the perfect dining experience right here:Read More

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

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!— A

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? 

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?

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

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.  

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?

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?

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 exi

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 woul

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!

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 a

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

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!

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

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.

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?

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? 

Is there at ETA on the Workday-Freshservice Integration?