Freshdesk CRM integration with ChatbotWorld
This page contains the information about the 3rd party integrations.
Freshdesk CRM Integration with ChatbotWorld
This documentation provides step-by-step instructions for integrating Freshdesk CRM with ChatbotWorld. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Freshdesk CRM.
Use Case
This integration facilitates the transfer of lead details captured by your chatbot to Freshdesk CRM, streamlining your lead management process.
Prerequisites
Before enabling the integration, ensure you have the following prerequisites:
Freshdesk Domain: Obtain the domain for your Freshdesk CRM account.
API Token: Obtain the API Token from your Freshdesk CRM account.
Steps to Enable the Integration
Follow these steps to enable the integration between Freshdesk CRM and ChatbotWorld:
Get the Required 3rd Party Data:
Obtain the necessary API Token from your Freshdesk CRM account. Refer to the Freshdesk API documentation for assistance.
Authenticate Your Account:
Enter the required Freshdesk Domain and API Token in the provided fields.
Proceed to authenticate your account credentials.
Mapping the Variables:
Once Authenticated, you'll see the screen where you can map the chatbot’s answers by end user to the fields of the target 3rd party system.
Click on the “Question” dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.
Map these answers to parameters in the next field. If you don't see the dropdown here, enter the parameter name of your 3rd party system.
Add new variables by clicking the “Add Parameter” button from the top right.
Click the “Save” button to activate your integration.
Test Your Integration:
Open your bot and create a new lead to test the integration.
Ensure that the lead is not created earlier.
Disconnect the Integration
If you need to disconnect the integration, follow these steps:
Access Integration Page:
Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
Disconnect:
Click on the “Disconnect” button to sever the connection.
Notes
Here are some important notes to consider:
Testing Leads: To test leads, create chats in an incognito tab to avoid cache issues.
Subscription Requirement: Ensure you have the proper subscription for the 3rd party to use the APIs.
Further Assistance: Contact our support team if you need additional help or encounter any issues during the integration process.
For further assistance, please contact support team.
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