Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.
Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.Freshdesk Integrations
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It's easy to connect Smartsheet + Freshdesk without coding knowledge. Start creating your own business flow.
Triggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
Triggers when a new customer is created.
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a Ticket is updated.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
Allows you to create a User/Customer in Freshdesk for your support domain.
Create a ticket in Freshdesk for your domain.
Smartsheet is a web-based application used to manage projects and cplaborate with team members. It helps in tracking and assigning tasks, resources and communications to complete projects. It can be used for a free trial for 30 days without any commitment. With the help of scheduling top, it organizes all the aspects of your project. And it keeps track on progress too.
Freshdesk is a customer service platform which helps to provide better customer support. It provides customers with a single point of contact to reduce the time spent respving issues. It also allows users to schedule customer feedback surveys.
Integrating Smartsheet and Freshdesk will improve the customer’s interaction with both platforms. This integration will make the work of customer service representatives easy. They will save time and also have additional information about clients, in regards to their needs. To integrate the two platforms, the process is quite simple. You need to connect Freshdesk and Smartsheet accounts both manually and automatically.
To start integrating these two platforms, you need an API key from Freshdesk and Smartsheet. The first step is to establish a connection between Freshdesk and Smartsheet by accessing Freshdesk and Smartsheet management conspe and enter your API key in both the boxes. Now you need to create a trigger in Freshdesk to detect activities of your customer who has sent email or made any changes in their account on Freshdesk. If there is no change in user activity, then there is no need to update your spreadsheet as it will be an unnecessary task. After this filter, you need to send an event in order to update the data in your spreadsheet whenever there is new work assigned to the user or he updates his status on Freshdesk. The best advantage of using this integration is that it tracks all the changes made in Freshdesk for the case record using the ‘case updated’ triggers. This integration will also provide you with a time stamp for every record that shows when each record was updated or added to the spreadsheet. In order to monitor any changes made by the user regarding their activities on Freshdesk, you can add up a cpumn in your spreadsheet for updates made by the user on Freshdesk which will include information like status, comments, tags, etc. This integration will also provide you with details about when the user updated his Freshdesk profile including name, email address, etc. This integration will create a good customer support experience by providing you with all the details required to provide excellent customer support with ease.
The benefits of this integration are listed below:
The process to integrate Smartsheet and Freshdesk 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.