NEWFlows V2 has been releasedSee what shipped
INTEGRATIONSSAAS
FD
Freshdesk28 OF 28 CAPABILITIES ASSESSED

Who can answer your customers in Freshdesk, and with which role

Freshdesk agents, their roles and their groups, with agents added, role changes, removals and group membership managed from Ploy.

TYPE · SAASAUTH · API KEYDOMAIN · FRESHDESK.COM
Freshdesk connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync agentsEvery agent in your helpdesk arrives in Ploy as an identity. Contacts who raise tickets are not agents and are not scanned.
READ
Read every role an agent holdsEach role lands as its own grant on the helpdesk, named as Freshdesk names it.
READ
Map groupsEvery group lands as a resource with its agents.
READ
Add an agentPloy creates a new agent in Freshdesk.
WRITE
Change a rolePloy changes the roles an agent holds.
WRITE
Remove an agentPloy removes a person from the helpdesk.
WRITE
Add and remove group membersPloy adds an agent to a group or takes them out of it.
WRITE
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

REQUESTS

A support seat on approval

An approved request creates the agent with the role they asked for and puts them in the right group.

REVIEWS

Administrators named on the row

Each agent shows every role and group they hold, so a reviewer sees who can change the helpdesk and who can only answer tickets.

LEAVERS

Out of the helpdesk on the last day

Offboarding removes the agent from Freshdesk, so they can no longer read customer tickets.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Enter your helpdesk address

Enter the freshdesk.com address you sign in at, for example acme.freshdesk.com. If your helpdesk uses its own support domain, use the freshdesk.com address shown under Admin, then Helpdesk Rebranding.

STEP 02

Copy an administrator API key

Sign in as an agent with the Account Administrator or Administrator role, open your profile settings and copy the API key. Ploy acts with that agent's permissions, so the agent must be allowed to manage agents and groups.

STEP 03

Watch the first sync

Ploy tests the key, then agents, roles and groups land in the graph.

2.4OFTEN CONNECTED TOGETHER
ZendeskSAASIntercomSAASSlackAPPROVALS
BROWSE ALL 105 INTEGRATIONS

Connect Freshdesk, see it in 10 minutes.