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mageplaza.com

How to integrate Freshdesk with Magento 2 via Zapier

Vinh Jacker | 12-11-2017

The Most Popular Extension Builder for Magento 2

With a big catalog of 224+ extensions for your online store

Are you wondering how to integrate Freshdesk with Magento 2? Congratulations! You have found the universal key to open that door in this article.

Freshdesk is a customer support platform that offers great features for Magento 2 stores. It has the ability to integrate traditional support channels such as emails, telephones, chat and modern channels such as chat, forums, and social media, with a tightly-integrated ticketing counter with this channels.

In addition, Freshdesk includes tools such as CRM, Livechat that help shop owners easily reach customers. It provides friendly and logic ticketing counters to customers. This is one of the must-have platforms for every Magento store. Surely you will be satisfied with the values that Freshdesk brings to your store.

Now, let’s integrate Freshdesk with your Magento 2 store via some following steps.

How to integrate Freshdesk with Magento 2

To integrate Freshdesk

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the Freshdesk account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate Freshdesk for your Magento 2 store

Step 1: Sign up the Zapier account

  • Signup Zapier here

Step 2: Sign up the Freshdesk account

  • Signup Freshdesk here

After logging into Zapier, choose Create Zap to start integrating

Create Zap

Step 3: Integrate Magento 2.x

  • In this step, choose Trigger > Magento 2.x so that Zapier can get all data from your store.

Choose Trigger

Integrate Magento 2.x

  • Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

Choose New Customer

  • After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

Imgur

  • After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

Imgur

  • Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Imgur

Step 4: Integrate Freshdesk

  • In Choose an Action App field, choose Freshdesk and click on Continue.

Imgur

  • Then, you need to choose one of the options in the drop-down list of Select Freshdesk Action field. After selecting, click on continue.

Imgur

  • Next, you have to Select Freshdesk account. Please click on Connect an Account. Then, your screen will display the image below:

Imgur

  • Please sign in your account and enter API Key that is found in your Freshdesk account. Immediately, your PC will show the account that you have just created. Now, click on Continue.

Imgur

  • Next, you must Set up Freshdesk ticket. Now, please enter all requirement in the ticket as well as the information of customers such as Email that you have created from your Magento 2 store, then choose continue box.

Imgur

  • Wonderful, a ticket has just sent to your Freshdesk account.

Imgur

  • Congratulations, you have tested Freshdesk successfully. Finally, choose Finish and set the name your zap to complete.

Imgur

  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

Imgur

  • After all, you have just done the integration Freshdesk with Magento 2 via Zapier.

Imgur Imgur

  • Now, try it with your Magento 2 store! Good luck ^^
Jacker

With over a decade of experience crafting innovative tech solutions for ecommerce businesses built on Magento, Jacker is the mastermind behind our secure and well-functioned extensions. With his expertise in building user-friendly interfaces and robust back-end systems, Mageplaza was able to deliver exceptional Magento solutions and services for over 122K+ customers around the world.



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