Agile CRM Integration

Access your Agile CRM customer data within Freshservice to provide personalized customer service.

Not compatible in Old Look

Install available only on Desktop

Version : 1.0

Published by ARTIS Inc
3 months ago

in CRM, Sales & Marketing, CRM, Sales & Marketing

Help and Supportsupport@artissol.com http://www.artissol.com

Agile CRM Integration

Access your Agile CRM customer data within Freshservice to provide personalized customer service.

					        	Agile CRM app will enable you to view selected Agile CRM customer information within your Freshservice ticket page. 

  - Required customer details can be imported directly from Agile CRM into Freshservice.
  - This gives your support team much better context about your customer when resolving tickets.
					        	
							1. To integrate Agile CRM with Freshservice, go to Admin > Apps > Get more Apps. Then locate the Agile CRM app in the app gallery and click on install.
2. Enter your Agile CRM -
        a. Domain name (ex: mycompanyname.agilecrm.com)
        b. User Name
        c. API Key (to get your API key, login to your Agile CRM account and navigate to Admin Settings > Developers & API > Rest API)
3. Select list of required Agile CRM fields from the drop-down
4. Click on ‘Install’
5. Now, you can view your Agile CRM widget right below the ticket sidebar in the ticket details page.
6. Click on Agile CRM widget to view selected data fields.
							

Help and Supportsupport@artissol.com http://www.artissol.com

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