Freshdesk and Salesmate Integration

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Sync Freshdesk tickets with Salesmate to align support and sales teams, ensuring seamless customer handoffs. Latenode's visual editor and affordable execution-based pricing make complex data mapping and real-time updates easy and cost-effective.

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Freshdesk

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Freshdesk and Salesmate

Create a New Scenario to Connect Freshdesk and Salesmate

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Freshdesk, triggered by another scenario, or executed manually (for testing purposes). In most cases, Freshdesk or Salesmate will be your first step. To do this, click "Choose an app," find Freshdesk or Salesmate, and select the appropriate trigger to start the scenario.

Add the Freshdesk Node

Select the Freshdesk node from the app selection panel on the right.

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Freshdesk

Configure the Freshdesk

Click on the Freshdesk node to configure it. You can modify the Freshdesk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Freshdesk

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Connect Freshdesk

Sign In
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Run node once

Add the Salesmate Node

Next, click the plus (+) icon on the Freshdesk node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.

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Freshdesk

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Salesmate

Authenticate Salesmate

Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.

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Salesmate

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Connect Salesmate

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Run node once

Configure the Freshdesk and Salesmate Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Salesmate

Salesmate Oauth 2.0

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Change

Select an action *

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Map

The action ID

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Run node once

Set Up the Freshdesk and Salesmate Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Webhook response

Save and Activate the Scenario

After configuring Freshdesk, Salesmate, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the Freshdesk and Salesmate integration works as expected. Depending on your setup, data should flow between Freshdesk and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Freshdesk and Salesmate

Freshdesk + Salesmate + Slack: When a new high-priority ticket is created in Freshdesk, search for the related contact in Salesmate and send a direct message to the contact owner in Slack.

Salesmate + Freshdesk + Google Sheets: When a new lead is created in Salesmate, search for related support tickets in Freshdesk. Log the new lead details and any related support tickets into a Google Sheet for reporting.

Freshdesk and Salesmate integration alternatives

About Freshdesk

Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.

About Salesmate

Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.

See how Latenode works

FAQ Freshdesk and Salesmate

How can I connect my Freshdesk account to Salesmate using Latenode?

To connect your Freshdesk account to Salesmate on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Freshdesk and click on "Connect".
  • Authenticate your Freshdesk and Salesmate accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Salesmate contacts from new Freshdesk tickets?

Yes, you can! Latenode allows seamless data transfer, creating Salesmate contacts from new Freshdesk tickets. Benefit from automated lead generation and improved sales efficiency.

What types of tasks can I perform by integrating Freshdesk with Salesmate?

Integrating Freshdesk with Salesmate allows you to perform various tasks, including:

  • Create or update Salesmate contacts from new Freshdesk tickets.
  • Sync ticket status updates from Freshdesk to corresponding Salesmate deals.
  • Log Freshdesk ticket activity as notes in Salesmate contact records.
  • Trigger Salesmate email sequences based on Freshdesk ticket resolution.
  • Centralize customer data from Freshdesk and Salesmate for reporting.

Can I use JavaScript code with my Freshdesk integrations?

Yes! Latenode allows custom JavaScript to transform data and add custom logic beyond simple data mapping, providing unparalleled flexibility.

Are there any limitations to the Freshdesk and Salesmate integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Large data volumes may require optimization for performance.
  • Custom fields in Freshdesk and Salesmate need mapping explicitly.

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