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Freshdesk Integration
  • 25 Sep 2023
  • 1 Minute To Read
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Contents

Freshdesk Integration

  • Updated On 25 Sep 2023
  • 1 Minute To Read
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Article Summary

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

Use the following steps to sync your Flows to Freshdesk,

your title goes here

The Embed option is available only in the Production stage.

  1. On the Whatfix Dashboard, open a Flow that you want to sync, and then click Embed.
    CLMDashboard_flow_embed

  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 the 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. After entering the credentials, click next.
    click_next_freshdesk_sync.png

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

  3. Use the dropdown menu to select the folder that you want to sync content.
    freshdesk_folder_to_sync.png

  4. Select the embed code type. 
    freshdesk_sync_embed_type.png

  5. Click sync.
    initiate_sync_freshdesk.png

Note
Each time you add new content, remember to sync content to Freshdesk using the procedure described above.
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