Freshdesk

freshdesk is one of the most popular and highly rated help desk tools for smbs the platform accepts tickets submitted by website, email, or live chat self service options contribute to a flexible workflow where tasks can be automated what can you do with freshdesk in custify? view current and past tickets in custify you can also click on a link to the ticket so you can reply in freshdesk segment your customers based on their tickets for example, you can segment by tickets open, pending, or overall tickets define lifecycle stages based on account types and make sure customers stay on track with tasks and alerts build segments and automated playbooks based on ticket data for example, based on a customer’s number of open tickets, you can set specific playbooks for assigning and alerting csms create health scores based on data like tickets created, pending tickets, and open tickets activation for freshdesk, the email id is the primary identifier we will associate tickets in freshdesk based on the email address to people in custify they will show up on the people level and be aggregated and shown on the company level as well connect to your freshdesk instance and the freshdesk tickets will be imported as tickets in custify you also have the option to check “ use company based matching if no person is found by email ” this way, the tickets that come from emails with no user match will be assigned to the proper company, based on the email domain