Integrate Capsule CRM with Freshdesk
Send information between Capsule CRM and Freshdesk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Freshdesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Ticket updated
Triggers when the details of an existing ticket are updated
Ticket note added
Triggers when a note is added to the selected ticket
Contact updated
Triggers when the details of an existing contact are updated
Ticket created
Triggers when a new ticket is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Create group
Creates a new group
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create company
Creates a new company
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum
Creates a new forum in the selected category
Create forum category
Creates a new forum category
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch group by ID
Fetches the details of an existing group by ID
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch company
Fetches the details of an existing company by domain
Fetch ticket by ID
Fetches the details of an existing ticket by ID
What is Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
