Import Contacts from Freshworks

Using this workflow, you can connect your Dropthought account with your Freshdesk account to facilitate seamless data exchange between the two platforms.

Follow the steps from Contact Lists to create a contact list. Further,

1. Select Workflows on Freshdesk and click on Next.

2. From the following screen, select the workflow “Create/update contacts in Dropthought list whenever a ticket is closed in Freshdesk’’ and click on Next.

3. Assign appropriate data types to Freshdesk customer details (fields/metadata) and click Next. This is an optional step, and the data types are assigned automatically.

4. You can set up a primary key to identify the uniqueness of each contact. This allows you to send only one program to a contact that satisfies the primary key combination.

5. Click on Save.

After clicking the save button, a pop-up message will appear stating, "Successfully generated primary keys, and your contacts have been mapped." After 3 seconds, the pop-up will disappear, and your list will be successfully created.

Note: Thus, upon closing a ticket on Freshdesk, the customer’s contact details (if available) are pushed to Dropthought’s List, where you have selected the workflow to add contacts to the list.

If any program is published using this list, it will automatically roll out to the contacts in this list if it is published using the advanced scheduler.