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Freshdesk Integration

Explaining what the Freshdesk Integration enables you to do.

Updated over 5 months ago

The Perks of a Freshdesk Integration

By connecting your Freshdesk integration, your Support can keep using Freshdesk and give Support via WhatsApp and does not have to use an additional tool while your marketing team can use Chatarmin.

This way the client only has to communicate with one WhatsApp account and you can collect the support lead and convert it to a marketing lead.

Installation

If you prefer a Video guide, feel free to check out the below:

Create API Key

First of all, navigate to the Freshdesk connection page from Chatarmin. Then, login to Freshdesk and on the top right, click on your Profile -> Profile Settings

Next you will click on View API Key:

Now copy the API Key & your Freshdesk Domain and paste it back to Chatarmin and click on Connect.

Install App

In Freshdesk, navigate to Admin -> Apps -> and click on "Manage Apps" -> "Custom Apps" -> "Go to Developer Portal"
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Now click on "Custom Apps" and upload the App File received from the Chatarmin Team!

Creating a Freshdesk Ticket

Here's how you can create a Freshdesk on incoming customer requests.

We can optionally filter before creating a Freshdesk ticket for each incoming message. See the example below where we filter out those messages, with an Emoji:

Once a Freshdesk ticket is created within Chatarmin your ticket will enter your ticketing inbox in your Freshdesk Account.

If the started conversation is not older than 24h hours you can reply as usual. Due to the limitation of META, you can only start conversations via templates there is a limitation if you miss this 24-hour window. In this case, you will have to create a Template inside of Chatarmin which you can use to reply inside of Freshdesk.

And then use in in Freshdesk like so:
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Triggering a Flow by when Ticket Status Changes

You can trigger an automated flow by closing/solving a Freshdesk ticket. This way you automatically send a marketing opt-in request to support leads and subsequently convert them into marketing leads.

To do this exclude all users with Status Double Opt-In with a If/Else and then ask them for double opt-in or ask them to rate them on Trustpilot for example.
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