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Help Desk Integration Workflow

Become A Fast-forward Platform to Prompt Outstanding Customer Service and Agile Workflows

Help desk tools provide the rich functionality and underlying technology to handle the external customer’s requests, fix various issues, and heighten brand loyalty levels by gathering relevant information.

How to integrate

1) Create an account at our Developers’ Portal and

  • provide your organization name,
  • choose a username,
  • provide your email and phone number, and
  • select a password.

Then, choose a plan or run a trial version. You also can sign in with your GitHub account.

2) After submitting the form, you will receive the email with a brief overview of service, your username and link for the account activation.

By clicking the link, you will be directed to the sign in page - where you enter your username and password to log in.

Then, you will see a dashboard and your unique API credentials for authentication and API requests.

3) For the authentication, you need 2 parameters in the header of request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API.
  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform.

Send a test request to see how the service works. For instance, you want to get a list of CRMs, so send the following API request:

curl -X GET --header 
"Accept: application/json" --header 
"X-API2CRM-USER-KEY: YOUR_API_KEY" "https://api-2445581398133.apicast.io:443/v1/crm"

4) Then define your data mapping - determine how your app’s entities will correspond in supported in CRM entities. See data flow recommendations.

5) To add your CRM, you click on CRMs on the dashboard. Then hit “Add CRM” button and select a type of CRM (i.e. Hubspot, Salesforce, Highrise, etc.) After that, you need to provide the credentials - the required information differs in each CRM platform.

Let’s say you want to add Insightly CRM, so here you need to enter your API key and hit the “Submit” button.

After you will see your unique X-API2CRM-APPLICATION-KEY.

6) Next step is to Install the SDK: you can click “Explore” to see how to use it or hit “Git Repository” to download it. SDK helps you to add/review and delete CRMs, as well as work with entities in CRM platform (i.e. lead, contact, opportunity, task, attachment, etc.)

Before getting down to your CRM integrations, explore our documentation and discover all the functionality of the API service.

Suggested Data Flows

Level up your software functionality and enable the marketing and sales teams with practical options to build up the dazzling results.

Synchronize the customer records to be on the same page
Contacts
Contacts
Gather new leads and exchange the data between solutions
Contacts
Leads
Add extra information to deliver personalized service
Social messages
Contact profile update
Collect issues and troubles to advance resolving process
Tickets
Cases
Group the pain points to advance the user experience
Emails
Cases
Transfer the feedback right away to CRM platform
Phone calls
Cases
Monitor customers opinions to improve the service quality
Social messages
Cases
Check/estimate the performance for the further advancement
Reports
Attachments
Round up and manage assets efficiently
Docs, pdfs, etc.
Attachments

Get Even More

Employ various fields to receive the required records on any conditions from any fields

Check Filters

Dive into the API methods to discover how to succeed with the seamless CRM integration

Supported Methods

Explore the code patterns and samples to handle help desk integration process with ease

Code Samples

Advance your business solution and offer richer opportunities with Data2CRM.API! Contact our expert and find out all the details and personal integration roadmap.

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Data2CRM.API representative will contact you at any convenient for you time and offer industry insights, service functionality details and optimal value proposition to meet your goals.