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Create a deal in Pipedrive when a ticket is resolved (or closed) in Freshdesk

When a ticket is resolved (or closed) in Freshdesk, create a deal in Pipedrive.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
0
Accounts
2
Starts
A ticket is resolved (or closed) in Freshdesk, within 5 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A ticket is resolved (or closed)
A ticket reaches Resolved or Closed, checked every 5 minutes; once per ticket and status.
Create a deal
A deal, linked to a person, in the stage you choose: the lead is in the pipeline.
  1. Starts whenA ticket is resolved (or closed)
  2. App stepCreate a deal

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Freshdesk: profile picture → Profile settings → View API key.

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Freshdesk, for “A ticket is resolved (or closed)”
  2. Connect the client’s Pipedrive, for “Create a deal”

Thrum is cooking.

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