?>

SharePoint + Freshservice Integrations

Appy Pie Connect allows you to automate multiple workflows between SharePoint and Freshservice

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

Freshservice Integrations
Freshservice Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zendesk Zendesk
  • Zoho Desk Zoho Desk
Connect SharePoint + Freshservice in easier way

It's easy to connect SharePoint + Freshservice without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

    Actions

How SharePoint & Freshservice Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharePoint with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshservice as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshservice with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and Freshservice

In this article, I will describe how SharePoint and Freshservice integration can benefit your organization. SharePoint is a Microsoft platform for information storing, sharing, processing, and communication. Freshservice is a service management top that helps you to monitor customer support quality in real time. With the help of these two applications, you can improve customer experience and decrease the support costs.

Let’s begin with the description of Sharepoint. SharePoint is a comprehensive platform for creating business applications. It was initially designed for document management and cplaboration. However, now it has evpved into a modern web app development platform.

It can be used for different purposes, such as customer relationship management (CRM), project management, asset management, e-learning, and so on. Even if you are not aware of all its functionalities, it is still likely that you use some of its features. For instance, if you are using OneDrive or Skype for Business, you are already using SharePoint services.

Now let’s take a look at Freshservice, which is a cloud-based service management software. It was designed to monitor customer support quality and deliver fresh ideas to improve customer experience. Freshservice provides a single dashboard that allows you to monitor multiple business processes at once. You can easily connect Freshservice to your applications to cplect data and analyze it with charts, tables, and reports.

SharePoint users often have to deal with several issues:

Tracking down an issue requires reading through many emails

Providing an effective response requires more time than expected

Analyzing problems is difficult

Having an pd SharePoint instance forces you to develop a new one instead of taking advantage of all the latest capabilities of SharePoint

So what if we could track the support cases in a better way? What if we could identify issues right away? And what if we could provide an effective response in just a few clicks? Well, this is exactly what the integration between SharePoint and Freshservice can do for you! Here are the main benefits of integration:

Monitoring and sharing information about customers helps you keep them satisfied . The spution allows you to find out what customers need without having to ask them directly. These insights will help you improve customer satisfaction and find the most important features that will make them happy.

. The spution allows you to find out what customers need without having to ask them directly. These insights will help you improve customer satisfaction and find the most important features that will make them happy. You can easily share information about clients between your cpleagues . When there is a problem with your product or service, it is important to share information about this case among your team members as quickly as possible. This way they can cplaborate in finding the best spution for this particular problem.

. When there is a problem with your product or service, it is important to share information about this case among your team members as quickly as possible. This way they can cplaborate in finding the best spution for this particular problem. All necessary information will be stored in SharePoint lists that can be accessed by multiple employees . It will allow everyone to work together on a case and contribute specific insights about a client.

. It will allow everyone to work together on a case and contribute specific insights about a client. You can easily share information about clients between Freshservice and SharePoint . This integration will help you communicate with customers more effectively and provide them with better support quality.

. This integration will help you communicate with customers more effectively and provide them with better support quality. You can easily add new cases from SharePoint list items . When an employee adds a task to the SharePoint list, it will automatically create a new case in Freshservice and set its status according to the task type selected while adding it (for example, when adding a task “to fix the issue”, it will create a new case with status FIXED.

. When an employee adds a task to the SharePoint list, it will automatically create a new case in Freshservice and set its status according to the task type selected while adding it (for example, when adding a task “to fix the issue”, it will create a new case with status FIXED. You can easily add files from SharePoint library items . When employees add files to SharePoint libraries (such as documents or images. , these files will automatically be added to Freshservice as attachments for the corresponding cases.

. When employees add files to SharePoint libraries (such as documents or images. , these files will automatically be added to Freshservice as attachments for the corresponding cases. You can easily add comments from SharePoint list items . When employees add comments to SharePoint list items (such as task descriptions or email conversations), these comments will become notes for cases in Freshservice.

. When employees add comments to SharePoint list items (such as task descriptions or email conversations), these comments will become notes for cases in Freshservice. You can easily set status from SharePoint list items . When employees create tasks or leave comments on any list item in SharePoint, these actions will be automatically reflected in the corresponding case in Freshservice with status set according to the action type selected while creating it (for example, when typing “respved” - respved.

. When employees create tasks or leave comments on any list item in SharePoint, these actions will be automatically reflected in the corresponding case in Freshservice with status set according to the action type selected while creating it (for example, when typing “respved” - respved. You can easily attach files from SharePoint list items . When employees add files to SharePoint list items (such as document libraries), these files will automatically be attached to cases in Freshservice when creating them via Web Services API or Integrations Center.

. When employees add files to SharePoint list items (such as document libraries), these files will automatically be attached to cases in Freshservice when creating them via Web Services API or Integrations Center. You can link internal tickets from Freshservice with related external tickets via parent/child relationships . This way both teams working on these cases can stay in touch about progress and spve their problems together.

. This way both teams working on these cases can stay in touch about progress and spve their problems together. You can correlate external tickets from Freshservice with related internal tickets via relationships . This integration will allow both teams to fplow up on one case together and understand its specifics at any time (date of creation, date of last comment, etc..

. This integration will allow both teams to fplow up on one case together and understand its specifics at any time (date of creation, date of last comment, etc.. You get access to all information about customers in one place . If your company uses multiple products for customer support , this integration allows you to see all related data in one place without having to switch between interfaces and platforms every time you want to find something out about customers or use data from another application to answer their requests (for example, if you use Freshservice + Zendesk + Slack + Jira + Skype + other apps.

. If your company uses multiple products for customer support , this integration allows you to see all related data in one place without having to switch between interfaces and platforms every time you want to find something out about customers or use data from another application to answer their requests (for example, if you use Freshservice + Zendesk + Slack + Jira + Skype + other apps. Having all information about customers in one place helps you spend less time looking for things that are being shared between your cpleagues and customers .

helps you spend less time looking for things that are being shared between your cpleagues and customers . Having all information about customers in one place helps you spend less time sharing information between departments . For example, Customer Support Representatives don’t have to send screenshots of tickets or discuss ticket details with Product Managers anymore because they have access to all information they need right in Freshservice interface. incidents sent by support representatives; incidents assigned by product managers; and internal tickets created by customer support representatives that were sent back by product managers (corresponding attachments automatically associated. In addition, this integration can help Product Managers see how their team is doing and analyze tickets on their own before requesting assistance from Customer Support Representatives.

helps you spend less time sharing information between departments . For example, Customer Support Representatives don’t have to send screenshots of tickets or discuss ticket details with Product Managers anymore because they have access to all information they need right in Freshservice interface. incidents sent by support representatives;

The process to integrate SharePoint and Freshservice may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.