Freshdesk CRM platform can easily be integrated with Salesforce CRM system using our HexaSync. We offer fully integrated CRM solutions with CRM System, which allows merchants and companies to leverage all tools and resources of Salesforce Integration to get their CRM System done.
Transfer data, files, or information. It is the best option for simple processes
Based on the common requirements for each type of integration, we will deliver a simple demonstration for the systems as requested
Once the integration scope is confirmed, we will adjust our demo profile to fulfill your business requirements and then deploy it for usage
This integration flow syncs Freshdesk customers as Salesforce customers.
This integration flow syncs Freshdesk customer refunds as Salesforce refunds.
This integration flow syncs Freshdesk items as Salesforce products.
This integration flow syncs Freshdesk sales invoices as Salesforce billings (orders with status paid).
This integration flow syncs Freshdesk sales order cancellations as Salesforce order cancellations.
This integration flow syncs Freshdesk sales orders as Salesforce orders.
This integration flow syncs Freshdesk shipments as Salesforce shipments.
Automation from the simplest things. Your job is to focus on important work; let HexaSync take care of the rest.
Instantly synchronize customer and sales order data between Freshdesk and Salesforce CRM. The seamless connection enables you to have your whole store under control across all channels
Increase the chances of Salesforce CRM integrations for your exposure to more potential customers and bring more sales from your online store.
Flexible, user-friendly reporting options help you optimize sales opportunities. You can track the benefits of your investment in advertising, mailings to customers, promotions, discounts, etc
The Freshdesk – Salesforce integration allows agents to view, edit and create Freshdesk tickets from inside Salesforce, and also to view Salesforce contact information inside Freshdesk.
The Integration Log gives you a view behind the scenes of your integrations and allows you to see both scheduled and triggered integration tasks and their results. The Integration Log is useful in troubleshooting integration issues.
An Integration User can be an Admin’s best friend. It is a dedicated (not used by any human) full Salesforce license that has a custom Profile, Permission Set, and is used for any 3rd party integrations, like: marketing automation, CTIs, data enrichment tools, and even your own custom API work.
Select Salesforce from the list of integrations. Click to the Settings tab and turn the toggle to enable the integration
The Salesforce Platform uses open APIs based on industry standards like REST and SOAP, so api integration is easy between Salesforce and external endpoints, such as apps or enterprise integration hubs.
Beehexa utilizes the latest technologies and optimizations in the industry to deliver to you HexaSync – a real-time data sync and monitoring middleware. HexaSync provides data-integrity protection measures, as well as a cell-based mapping in order to ensure a reliable synchronization between your Freshdesk and CRM applications. Beehexa’s Freshdesk CRM Integration is capable of handling your every kind of data, with support for various key data: Financial, Warranty, Shipment, Customer, Inventory, Invoice, Order, and Products.
Features:
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