Metorik Integration: Freshdesk
Metorik offers a 2-way integration with Freshdesk.
Firstly, there's the Metorik app for Freshdesk. In a few steps, you can have it set up and displaying your Metorik customer data right in Freshdesk.
To begin, login to your Freshdesk account.
Click the cog to head to your admin:
In the Helpdesk productivity section, click on apps:
Click Get More Apps:
Search for Metorik, and then click the Metorik logo:
Click the Install button:
You'll then be asked for an API Token:
You can get this from your Metorik store's integration settings page:
Enter that token and save.
Now go to a conversation in Freshdesk. If the email of the user matches a customer or order in Metorik, an abundance of useful data about that user will appear on the right side of the conversation.
What you see for the customer will depend on if they're a customer or guest, and what data they've provided you (eg. phone number) and how many orders they've made.
The second part of the Freshdesk integration brings Freshdesk data into Metorik itself.
To start, go to your Metorik store's integration settings page. Click the Connect button for the Freshdesk integration and you'll be asked to enter in your Freshdesk subdomain and API Key.
You can get your API key by clicking on your profile picture in the top-right corner of Freshdesk and clicking profile settings:
You will find your API key on the right:
Enter in your subdomain and API Key:
You'll then be able to see conversations you've had with customers in their Metorik customer profiles and orders:
You'll also be able to start conversations with customers from Metorik customer profiles and orders:
Having issues with Metorik's Freshdesk integration? Just let us know.