Do you own a Freshdesk CRM and want an easy way to call and send sms to your customer directly from the CRM? Want incoming call notifications in the CRM when a customer calls you and create a new ticket or update an existing ticket? We have a solution to your problems in the form of Freshdesk CTI.
Business Communication IFTTT Flows for Freshdesk CTI
IF you receive an inbound call from the customer in Freshdesk CTI THEN a popup notification is shown in the CRM and the CRM/Google Apps Integration captures the call data into the Google Sheet/CRM & create a new ticket/ update an existing ticket
IF an agent clicks on click to call button in the Freshdesk CTI THEN the CRM dialler triggers the call automatically from the agent’s phone and the CRM/Google Apps Integration captures call data in the Google Sheet/CRM.
IF an agent clicks on click to SMS button in the Freshdesk CTI THEN SMS is sent to the customer and CRM/Google Apps Integration captures SMS data in the Google Sheet/CRM.
Best CRM Phone Integration
Freshdesk Telephony provides best CRM Telephony Integration for managing your customer information and the communications with them.
All notifications and records at one place
Get all the notifications and records from both the platforms at one place. Notifications in the form of popup or email
Ticket generation based on calls and 3rd party social sites
Create new tickets automatically in your CRM when a customer calls on your number using this Freshdesk Integration
Call and SMS history
The history of all the inbound calls and outbound calls as well as the SMS sent is maintained and can be referred as and when required
Customized Fields can be created within the Freshdesk against a ticket or a contact and values for these fields can be captured within the incoming call notification popup.
Automatic SMS can be triggered to the customer on ticket creation using the Freshdesk Integration.