Debunking the top 10 myths about Chatbots
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Hello Everyone!Welcome to our community! Join us today to start your journey in mastering workflows and driving innovation in automation! We're excited to share a curated list of commonly requested workflow use cases that reflect current and historical requests. We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.By becoming an active member of our community, you’ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices. ContactsUse case: To ensure sales owners reach out to the prospects within 3 days of contact creationDescription: If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner.Workflow Configuration: Use case: To celebtrate 1 y
Hey, I am Srini.I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :) It's time to talk automation in Freshsales! Here’s how it works👉Community members and Freshsales customers share drop their questions around Freshsales and automations in the comments section below🕵 I will reply to each one of you with my thoughts and suggestions, doing my best to solve any challenges you might be facing⏱ Dates: This conversation is open from October 27 to November 3. 💬Wondering what you can ask me? I’ve listed out a few to make it easier:1. Automate a series of emails with Sales Sequences in Freshsales - When, Why and How. 2. Categorizing contacts and assigning to sales people - How can Freshsales help you? 3. Let automation take over this holiday season - What are some best pr
This Sales and Marketing Village is all set to exude holiday cheer with product resources, AMAs, games and more. While this village might not come draped in jack-o-lanterns, spider webs, and costumes, there’s definitely a lot to expect tucked in. Here’s the lowdown →Day 1 - October 27💬 Ask the (Product) Expert with @Srini :-) : Freshsales AND Freshmarketer✅ Resource: Grow your Online Store with Freshworks📣 Demo: Modern Views, Lists, Segments and Email Campaigns✅ Resource: 5 nightmares that haunt sales people (and how to make them stop)✍ Answers with Aish: Freshsales Tips Day 2 - October 28📌 Freshsales Bootcamp: A series of videos to get you started with Freshsales✅ Resource: Cart Abandonment Ebook🎈 Game 2: Create your own madlib!✍ Answers with Aish: Freshsales Tips As a part of the curated peer-to-peer learning experience, we hope to take this 2 day extravaganza to the next level, with your help! While we busy ourselves putting up the last minute decorations, and creating a Village
I don’t see any way to set default values in fields added to Contact, Account, Deal or Custom Modules.For example, I add a checkbox to a Custom Module, There seems no way to cause the checkbox to default to “Enabled”.Likewise, if I add a dropdown list, I have no way to set the default selected item.Same would be useful for other fields such as:Text box Multi-select Date (for date I’d like to default to values such as +7days, +1 month, +1 year, etc.Is it possible to set default selected item? How?
Hello, I am Ozi Tech Business development officer, can the Freshwork CRM helps me automating my task or business? How it can be useful in improving my business.
From productivity-boosting sales automation to tailoring customer experiences, chatbot integration and AI in CRM can help grow your sales today.So what would you say are the benefits of having AI + Chat in CRM?
Hi Forum,I was wondering if anyone has found a solution for backing up Workflows, Custom Objects, Service Catalog Items in Fresh Service.We have quite a lot of the object items Fresh service managing flows for our customers but it seems that Fresh Service only backup tickets, solutions, reports, which we are not worried about. Our main concern is if a Service Catalog item is deleted, it will affect our automation workflows and custom objects. We are looking for a solution to be able to restore Workflows, Custom Objects, Service Catalog Items in Fresh Service.
Hi, I am struggling to create a workflow that automatically resolves a parent ticket once the child ticket has been resolvedFor context. We have Equipment Request forms and a child ticket for delivery of the equipmentWe want to reduce having to manually check as the delivery is the end point of the processI can only find ways to auto resolve the child ticket once the parent is resolved but we need the oppositeAny help would be appreciated please 😭. im pretty new to workflows so unsure of APIs etc
Hi all,I am currently in the process of attempting to use information parsed from a MS Form via the fresh service connector on power automate. However when I attempt to send an approval email to myself, I get no email sent to me. Below is currently the state of my workflow within Fresh serviceFlow And the expression node used to parse the information Expression used to parse stringsWhile the workflow does trigger and automate successfully according to the log, I receive no email asking for my approval. Attempting to send an approval email (blanked for privacy purposes) Would anyone know what the solution to this may be?
Hi, Anyone could help me out on this please? New user, first time working with Web Request… been through documentation and this community for hours… just can’t find the bug 🤔Just trying to simply create a basic ticket from Web Request.Many thanks in advance!
Hello Everyone! We are here, yet again, with another most requested webinar. Join us for a deep dive into the Workflows feature inside Freshsales/Freshsales Suite. If you are new to Freshsales, or have requirements for automating certain actions to make things easier for your Teams, this webinar will equip you with the knowledge and insights needed to move forward and use the feature to it’s full potential. This webinar is curated by the Freshsales Support team, who you generally reach out to for issues/queries. We have tried to collate as many FAQs as possible, to make this webinar worth your time. AGENDA Understanding the functionality and scope of workflows Elements of a workflow Tailoring a workflow Use cases and Action logs Webhooks FAQsHere’s your link to access the webinar - Workflow Basic Use cases: Please leave a comment with your feedback or suggestions for our next webinars. We will definitely pick those up. CheersPradipta Chandra
Hi, I’m in the process of creating a timed event that will happen based on a service item scheduled time. The scenario is, we have a change planned and 30 minutes before planned start (which is defined in the change ticket) I want automate sending out a slack message to inform people that a change is going to happen so to not confuse anyone why systems are down or worse have them impact said change. I have already automated a slack message to posted with the change information but that’s automated when the change has been approved by CAB, any ideas on how to best proceed with how to get the workflow to read the start time and then post the message in accordance to that? I’m sorry if I might have overlooked something obvious but I figured I’d ask in here in hopes of someone already having a solution at hand :) Thanks in advance!
Hello Freshworks Community!!! Join us for an on-demand deep dive into the Email feature inside Freshsales/Freshsales Suite. Whether you are new to Freshsales or encountering issues with email functionality, this on-demand resource will provide you with the knowledge and insights you need to leverage the product to its full potential.This curated resource is brought to you by the Freshsales Support team. We've gathered a comprehensive set of FAQs to make this resource worthwhile for your time.EPISODE 1:Host: Akshitha Edward, Product Specialist What is Covered:Different types of Emailing Individual Emails Bulk Emails Sales Sequences Workflows Email Settings Frequent Issues - Email tracking/Link email Connecting your mailbox Authentication Methods Server/Port details Frequent error - how to solve them? Custom SMTP Vs Freshsales SMTPWATCH THE VIDEO HERE:Please feel free to share your feedback or suggest topics for our upcoming resources. We're eager to hear from you and en
Hello!I created the following workflow:Based on the workspace, different webhooks will be executed, but everytime it fails during the automatic workflow when a ticket was created.When I enter the ID and Subject manually and click on “Test Webhook” it works and the subject of the ticket will be changed as wished, but not during the automatic workflow.It only fails with the following message and no other informations will be written into the history:This is all information I get but not why it fails. Does anyone have an idea?Thank you very much!Best Regards,Dominik
Hi guys!I’d like to add in my freshsales dashboard a button in a contact section. When I press the button, I want to send the contact details to webhook to 3rd party service. What’s the best way to achieve that?
