Docy Child

How to set up Freshdesk integration?

Estimated reading: 2 minutes 263 views

Prerequisite

You need a Zapier account first. If you don’t have an account, click here to create a Zapier account.

Instructions

Step 1. Login to your Zapier account. And then click Make a Zap! button.

Step 2. Let’s search and select Freshdesk as our trigger app. Next, check New Contact as our trigger action. Then click Save + Continue button.

Step 3. Let’s link your Freshdesk account.

Select Choose Account. Click Connect an Account button. Enter your Subdomain and API Key. Then click the Yes, Continue button. Then click Save + Continue button.

Step 4. Let’s finish up our trigger app setup.

Go back to your Zapier setup page. Then click Fetch & Continue button. Lastly the Continue button.

Step 5. Ok, let’s set up our Action app. Let’s search and choose Cellcast. 

Next select Create Contact as our action.  Then click Save + Continue button.

Step 6. Next, let’s add your Cellcast account.

Click Connect an Account button. There should be a popup saying to add or allow your Zapier and Cellcast account to be linked together. Type in your Cellcast username and API key.

Click the Test button to check if it was successful. Then click Save + Continue button.

Step 7. Let’s set up our Create Account template.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Freshdesk contacts etc…)

Set FirstnameLastnameEmailMobile Numberetc… to their corresponding fields from Freshdesk. Then click Continue button.

Step 8. Let’s finish up everything.

Click Create & Continue button. Then the Finish button. Lastly, name your Zap, and turn it ON.

We hope this tutorial was helpful!

If you need further assistance, you can reach our customer support team on (03) 8560 7025, get on Livechat, or send us an email at support@cellcast.com.au

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