Ringotel integration for Freshdesk CRM offers the following features:
Identifies contacts on incoming and outgoing calls.
Provides links to open Contact entities from the Ringotel app.
Imports contacts from CRM into the Contact lists of Ringotel users.
Allows you to create contacts in CRM using the Ringotel mobile or desktop app.
API Key
To be able to send request via the integration you will need to provide it with the Freshdesk API key.
To get the API follow these steps:
Log in Freshdesk using the account you intend to use for the integration.
Navigate to the user's Profile settings in the CRM.
3. Click View API Key in the Profile settings and pass the captcha.
4. Copy and Save the API Key.
API key is available only for Freshdesk accounts with verified email address, so please make sure the account you intend to use is verified.
Configure Ringotel Integration
Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an organization → Integrations tab → click Enable Integration on the Freshdesk card.
Provide the instance URL for your CRM and the API key as well as check the permissions you wish to give the integration.
With Allow users to create/edit records in Freshdesk and/or Allow users to delete records in Freshdesk options users will be able to create/edit and/or delete contacts in Freshdesk via the Ringotel app.
The instance URL is the baseline URL to your CRM without the slash at the end.
Example: https://ringotel.freshdesk.com
All API calls to Freshdesk API are made using the CRM user associated with the API key provided, so please make sure this CRM user has access to read and modify contact records in the CRM.
Click “Save & Continue“. You will then be taken to a page where you can map Ringotel users onto CRM Users
Map your Ringotel users onto Freshdesk users. You can use “Link users“ button to automatically map users with the same email address in both systems.
Click Save changes when finished. Now the integration should be configured for the mapped users.