If you signed up before Aug 9, 2021, please click Previous plans to view your applicable plans.

App availability

Feature

Freshsuccess Plans

Freshdesk Plans

Account 360 information on Freshdesk tickets

All Plans

All Plans

Account 360 information on Freshdesk contact page

All Plans

All Plans





App details

The Freshsuccess app for Freshdesk brings the rich account-level information stored in Freshsuccess Account 360 into Freshdesk for support agents. When agents navigate into a ticket detail page within Freshdesk, the Freshsuccess app will display a wealth of important information such as:

  • Account health score

  • Stage of customer lifecycle

  • Latest updates or meeting notes

  • MRR or ARR 

  • Renewal date

  • Join date

  • Key contacts

  • and much more

This additional information available to agents will allow agents to see the bigger picture, make more informed decisions, and ultimately drive faster and better resolutions to tickets. 


In addition to the ticket detail page, the Freshsuccess Account 360 information will be available in the following Freshdesk pages:

  • Contact detail page


App Installation

In order to install the Freshsuccess app in Freshdesk, you will need to obtain an app authentication code. 




To get the code, follow these steps:

  1. Log into Freshsuccess

  2. Using the left-navigation bar, go to Settings > IT Administration

  3. Click on ‘App Configuration’

  4. Under System, make sure ‘Freshdesk’ is selected

  5. The app authentication code should be viewable. You can click on the ‘Copy’ button to copy the code to clipboard.


You are done with all steps within Freshsuccess for now.






To finish installing the Freshsuccess app, go back into Freshdesk and follow these steps:

  1. Login to Freshdesk as a user with Admin role

  2. Using the left-navigation bar, go to Admin → Support Operations → Apps → Get More Apps

  3. Search for Freshsuccess and select from list

  4. You will be asked to enter required information below:

    • For Freshsuccess domain, enter your Freshsuccess domain URL (ie. acme.success.freshworks.com). You do not input https:// or http://

    • For app authentication code, paste in the app authentication code from step 5 above

  5. Once both fields are filled, click on Update to complete the app installation process


App Configuration

To configure what is displayed within Freshdesk, you must go back into Freshsuccess. Using the left-navigation bar, go to Settings > IT Administration. Then, click on ‘App Configuration’. 




The Freshsuccess app experience can be configured by adding sections. There are 3 types of sections:

  1. Latest Status - shows a read-only version of the latest status notes field populated by CSM in Freshsuccess

  2. Key Contacts - shows important internal and external contacts pertaining to the account such as: 

    • primary customer contact email and phone

    • the sales rep or account manager owning the account from sales team

    • the CSM handling the account

  3. Custom - this is a fully configurable section where admins can map any account dimension, in any order, with configurable labels.


Once done customizing sections and fields, you can click on the Preview button, and select a specific account to view what support agents would see within Freshdesk.