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Freshdesk Integration

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Whatfix Freshdesk integration enables you to sync your Flows as slideshows in your desired Freshdesk folder.

Note:

The integration works with content only in the Production stage.

Use the following steps to sync your Flows to Freshdesk:

  1. On the Whatfix Guidance dashboard, open a Flow that you want to sync, and then click more icon.
    Click on more icon

  2. Click Sync to Freshdesk.
    CLMDashboard_sync_to_freshdesk

  3. Enter your Freshdesk account ID. You can find the ID in the URL.
    freshdesk_acc_id_url.png

  4. Choose your Freshdesk login method and enter your credentials.

Use a Freshdesk login

Enter your Freshdesk account's email address and password.

use_freshdesk_login.png

Use the Freshdesk API key

To find your Freshdesk API key, see How to find your API key?

use_api_key.png

  1. Click next.
    click_next_freshdesk_sync.png

  2. Choose the Flows you want to sync.
    select_flows_for_sync.png

  3. Select the folder to which you want to sync content using the dropdown.
    freshdesk_folder_to_sync.png

  4. Choose the embed code type. 
    freshdesk_sync_embed_type.png

  5. Click sync.
    initiate_sync_freshdesk.png

Note:

Each time you add new content, ensure that you're syncing the content to Freshdesk using the steps mentioned in this article.

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