Freshdesk Integration

Freshdesk Integration Setup

This article will provide a walkthrough on the setup of Freshdesk with the 1Stream platform.

1Stream Level Feature Notice

This feature is available for only View level 1Stream users and up. If you would like this feature to be available, then please reach out to your bvoip Sales Representative to upgrade user licensing. 

Retrieving the API Key

  1. Log into Freshdesk. 
  2. Click on the Profile icon. A drop-down menu will appear. freshdesk1
  3. Select the Profile Settings option.
  4. The API Key will be displayed on the upper right section of the profile page.freshdesk2
  5. Copy the API Key. 

Setting up the 1Stream Integration

  1. Log into the 1Stream Portal.
  2. Go to the Administration menu.
  3. Choose the Manage Organization option. The page will refresh.
  4. Scroll down to the Connected Account and CRM Settings section.
  5. Click on the green circled plus sign button. The Add New CRM Platform will appear.freshdesk3
  6. In the CRM Platform drop-down, select Freshdesk.
  7. Click the Save button. The Modify FreshDesk Connection Settings pop-up will appear.freshdesk4
  8. In the API Key field, paste the API Key. 
  9. In the Endpoint field, input your Freshdesk URL.
  10. In the CRM Details Link field, input your Freshdesk URL.
  11. Click the Save button.
  12. Scroll Up to the 1Stream Administration section.
  13. Click on the Systems Check link.

      There will be a pop-up that appears and confirms if the connection was successful or if there was an issue that needed to be corrected. This will also pull in the user data from your Freshdesk connection that will be reflected when users are added in the next section.

      Mapping CRM Users

      Once the CRM Connection to FreshDesk has been completed, the users in 1Stream can be now mapped to their corresponding FreshDesk user.

      For instructions on how this can be done, please see our Mapping CRM Users article