Freescout connection

[narender.singh]

Has anyone been able to set it up with Freescout installation. I am hoping to achieve this:
1. New Customer added in PerfexCRM - search for contact in Freescout - if none exist then add a new contact
2. Update Customer information in PerfexCRM - updates contact information in Freescout

Thanks

 

[ArshilAhmad]

Hi @narender.singh,

Has anyone been able to set it up with Freescout installation. I am hoping to achieve this:
1. New Customer added in PerfexCRM - search for contact in Freescout - if none exist then add a new contact

Currently, we don't have a direct integration with Freescout. If Freescout has a REST API, you can use the API by Pabbly to search for and add contacts. This is how the workflow would be set up, assuming Freescout has a REST API:

1. Fetch new customers added to PerfexCRM using the PerfexCRM: New Customer trigger event.
2. Search for the contact in FreeScout using the API by Pabbly.
3. Add a Filter to your workflow to ensure that the contacts are added to FreeScout only if they don't already exist.
4. Add a new contact to FreeScout using the API by Pabbly.

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2. Update Customer information in PerfexCRM - updates contact information in Freescout

If PerfexCRM supports webhooks, you can use Webhook by Pabbly to capture the updated customer information, and then use the API by Pabbly to update the contact information in FreeScout.

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