KPL-1300
Pipedrive Freshdesk

Keep Pipedrive and Freshdesk updated automatically.

Today you keep your own track of new leads and deals and pass that on wherever it is needed. This connector fixes that, and we build it on request: what happens in Pipedrive lands in Freshdesk by itself, in the shape Freshdesk expects. Tell us what you need and we agree exactly what should travel.

Contacts
The problem

What this connector takes off your hands

  • Today you keep your own track of new leads and deals and pass that on wherever it is needed.

  • Today you create the ticket or appointment yourself when something arrives through another channel.

What you get out of it

What Pipedrive to Freshdesk saves you

  • Open a Freshdesk ticket automatically for every new lead in Pipedrive.
  • Open a Freshdesk ticket automatically for a deal changing stage in Pipedrive.
  • Open a Freshdesk ticket automatically for every deal won in Pipedrive.
The link

What travels across the link

Everything this connector moves between Pipedrive and Freshdesk, and how often.

  1. Contacts

    to Freshdesk automatically

    The sender is recognised or created as a contact in Freshdesk, so the conversation sits with the right person.

Both sides

What each side expects

Pipedrive and Freshdesk do not describe the world the same way. This is what has to line up.

Freshdesk

A customer contact system wants a sender and a subject, so a message lands with the right customer.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link Pipedrive to Freshdesk. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of Pipedrive. A customer contact system wants a sender and a subject, so a message lands with the right customer.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • An account you administer, with access to the data you want linked.
  • An account you administer, and the inbox or channel involved.

Where it runs

On app.schakel.app, with your own Schakel account. No webshop required.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect Pipedrive to Freshdesk?

Yes. Schakel connects through the official APIs of Pipedrive and Freshdesk, so you install nothing on your own server and nothing travels outside those two parties.

Is a ticket created automatically in Freshdesk?

Yes. What arrives from Pipedrive becomes a ticket in Freshdesk for the right customer, so a question does not sit somewhere unanswered.

Does Freshdesk recognise the sender as an existing customer?

The sender is looked up by email in Freshdesk and attached to the existing contact; with no match, a new contact is created.

Which details of an Pipedrive contact travel to Freshdesk?

The details you pick when setting it up, such as name, company, email and the fields you need, so Freshdesk has enough without needless noise.

What does connecting Pipedrive and Freshdesk cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does Pipedrive sync with Freshdesk?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

What if Pipedrive or Freshdesk is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

How do I connect Pipedrive to Freshdesk?

You give Schakel access to Pipedrive and Freshdesk once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.

Missing something you need?

Tell us what Pipedrive and Freshdesk should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.