Connect Freshservice and Salesdash CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshservice
Choose an Action
Automatically do this!
- Request a new Action for Salesdash CRM
Enable Integrations or automations with these events of Freshservice and Salesdash CRM
Enable Integrations or automations with these events of Freshservice and Salesdash CRM
Actions
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
Add Notes to a Ticket
Creates a ticket approval request.
Create Ticket
Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Freshservice and Salesdash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in Salesdash CRM (or vice versa).
Absolutely. You can customize how Freshservice data is recorded in Salesdash CRM. This includes choosing which data fields go into which fields of Salesdash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Freshservice and Salesdash CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshservice and Salesdash CRM. 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.
About Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
Learn MoreAbout Salesdash CRM
Salesdash CRM helps small businesses grow sales with our simple client management software.
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