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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.
Connect Freshdesk and Salesmate in minutes with Latenode.
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Create a New Scenario to Connect Freshdesk and Salesmate
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
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.
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.
Set Up the Freshdesk and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesmate
Trigger on Webhook
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Freshdesk
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Freshdesk, Salesmate, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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.
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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.
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How can I connect my Freshdesk account to Salesmate using Latenode?
To connect your Freshdesk account to Salesmate on Latenode, follow these steps:
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:
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: