Create a new agent in Freshdesk named "Trello agent" with admin permissions. For setting up the notifications options, you can always access the app's settings.ĥ. After Trello access is provided to Freshdesk, you will be redirected to the Settings page to finalize the installation process.Ĥ. Note: The Trello account used in this step will give access to all Trello boards for the app's functionalities.ģ. A web page will be displayed to allow permissions for Freshdesk to access your Trello account. In the Freshdesk Marketplace, on the left side, click on the "Install" button.Ģ.
#Create an app for trello install
You’ll need both apps but don’t worry, it’s really easy to install our collaboration software and to get your customer support team going.ġ. Receive updates on Freshdesk tickets from changes on the Trello cards linked, so agents stay updated on their status. Let support agents track the status of a Trello card linked to Freshdesk tickets right from the ticket's page.ģ. Keep your support team and other Trello teams in sync. Create a new Trello card directly from a Freshdesk ticket, describing what is needed, requester's name, and the status and priority for the Trello teams to be in sync.Ģ. Link an existing Trello card to a Freshdesk ticket.Ģ. Transparency + visibility = Time savings ($$$) + Improved customer support experience.Ĭustomer Support team agents can choose a Trello board from Freshdesk and send tickets to cards, or create them from scratch!Įxceptional cross-functional collaboration results in Exceptional customer service.ġ. Uninterrupted, smooth and consistent teamwork for a more engaging customer experience.Ĭonnect Trello boards to a Freshdesk help desk platform and create new Trello cards directly from your Support tickets. Use Trello, one of the most reliable project management tools available and synchronize priorities to solve Freshdesk’s customer support tickets faster. With the two apps, your support team can seamlessly collaborate by easily creating helpdesk tickets and updating the status from Trello cards, improving issue resolution. Drastically improve your customer support experience by installing the two apps: the Freshdesk power-up and Trello app for Freshdesk!
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