How to integrate Freshdesk with Capsule CRM.

1. and
Integration
Monday, December 26, 2011

2. Benefit #1 - View Contact Info from
Capsule inside Freshdesk
Clicking on the Capsule
icon pulls Contact Info from
Capsule CRM
Quickly Add a Note to the
Contact in Capsule CRM
Monday, December 26, 2011

3. Benefit #2 -Replies from Freshdesk automatically
include your Capsule DropBox Email address
The Ticket Reply is
automatically logged as a Case
in Capsule CRM
Monday, December 26, 2011

4. Benefit #3 - Freshdesk Contact Page
shows Contact Info from Capsule
Monday, December 26, 2011

5. Benefit #4 - View Freshdesk Tickets from the
Capsule Contact using “Go to Freshdesk” or “Go
to Tickets”
Links to view Tickets from
this Contact in Freshdesk
Monday, December 26, 2011

6. Configuring Capsule Integration
Go to Admin --> Integrations to access the
Configuration screen
Monday, December 26, 2011

7. You need your Capsule URL, API
Token and Email Dropbox address
Text
Monday, December 26, 2011

8. Get your unique API key in Capsule CRM, by clicking on
“My Preferences” --> “API Authentication Token”
Monday, December 26, 2011

9. To get your Dropbox mail address go to “Settings” and
click on the “Mail Drop Box” tab where you can find your
current Drop Box email address.
Monday, December 26, 2011

10. Once integrated, the “Capsule” Icon will appear in
your Freshdesk Ticket view.
Click on the Capsule logo
to see Contact info from
Capsule CRM
Monday, December 26, 2011

11. To create a link to Freshdesk in Capsule CRM,
click on “Settings”--> “Custom Fields”--> “For
People & Organization
Monday, December 26, 2011

12. Click on "Add new..." and select "Generated Link"
Copy the URL exactly
and paste it in Capsule CRM as the link definition.
Monday, December 26, 2011

13. www.freshdesk.com
www.capsulecrm.com
Monday, December 26, 2011