Connect Freshdesk and Close to Build Intelligent Automations

Choose a Trigger

Freshdesk

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ticket

New Ticket

Trigger when a new ticket created.

New Contact

New Contact

Trigger when a new contect is cteated.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Do thisActions

Action is the task that follows automatically within your Freshdesk integrations.

Create a Contact

Create a Contact

Creates a new contact

Create a Company

Create a Company

Creates a new company

Create Forum Category

Create Forum Category

Create a new forum category

Create a Forum

Create a Forum

Creates a new forum.

Create a Forum Topic

Create a Forum Topic

Creates a new forum topic

Add Notes to a Tickets

Add Notes to a Tickets

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Frequently Asked Questions

How do I start an integration between Freshdesk and Close?

To start, connect both your Freshdesk and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in Close (or vice versa).

Can we customize how data from Freshdesk is recorded in Close?

Absolutely. You can customize how Freshdesk data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshdesk and Close?

The data sync between Freshdesk and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshdesk to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshdesk and Close?

Yes, you can set conditional logic to control the flow of data between Freshdesk and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Freshdesk

About Freshdesk

Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More