Hubspot Freshdesk Integration Not Working – effortless omnichannel service

So we are talking about…Hubspot Freshdesk Integration Not Working…you can utilize freshdesk for customer service so let’s get started first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as soon as you register you’re gon na get started which will pack your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and personalize your assistance desk you can validate your email and below that you can see you can add your language whatever sort of language you want on your site alter the color of your logo design so as you can see i’m gon na choose a pink and below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be gotten in touch with by means of phone email social media chat or kinds and below that you can add your customer assistance e-mail so if somebody is going to be calling you you can set that email over here and next up you can invite someone to your team so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our control panel reveals our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a great trend and below that you have your client complete satisfaction and you can see the portion of positive responses or unfavorable actions even neutral responses and the total reactions that you have gotten on the right side you’re gon na have your to-do list so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na provide you a nice little suggestion on your basic control panel and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s simply state let’s sort them by their status and now you can see urgent and high ones will be on the top nevertheless the other ones will be on the bottom now next up on the ideal side you can see over here you can filter out what sort of tickets you want to see if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and next up listed below that you have your basic contact and companies so you can see those whichever manner in which you have actually contacted people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them below that you have your services tab so your option tab is a general type of information tab which allows you to see your email marketing your legal requirements

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your service related announcements so if there is something that is type of various you will discover it in your options tab and listed below the solutions tab you have your analytics and reports reports are the basic general introduction of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Hubspot Freshdesk Integration Not Working

see on the right side you have your today’s ticket inside so the number of tickets you may have sold or two what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent performance assistance operation and your general account settings over here you can view the progress or the information of a specific team member or a group member and listed below that you can see your various channels of interaction you can likewise see your workflow and what sort of development you have made what milestones that you have actually reached and just how much productivity each agent has you can view that from over here going back into tickets i’m going to reveal you how you can resolve a ticket so over here at the top we have how can i refund my order and over here you can see you can add tags you can put it in a particular classification what kind of ticket this is you can change its status you can set its top priority and you can also set what type of question it is so what type of concern it is you can likewise designate a particular representative to this query so you can simply include a note generally respond

 

tto this person and now i’m going to just tell them i will be solving your ticket your problem now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to respond to the customer so it’s automatically going to enter hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m simply going to send that and now i have responded to this customer you can also erase your responses within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar sort of response you need to give to each of your customers again and again you’re going to go into the services tab and over here you can see there is the categories you have actually general getting started with us orders and refunds info gifts and coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see the length of time will delivery take that’s a concern that is typically asked you can simply release this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the question is different however i’m simply choosing this as a sample and now i’m simply going to select this as a sample and i’m going to respond to it and you can see when you’re responding to a customer on the bottom left you can see recommended options and canned kinds so you’re going to click suggested services and you can see various posts that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your response and send it without having to

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retype the exact same type of answers again and again so this is a really simple formula for your agents to follow so they can easily respond to e-mails so another terrific feature that freshdesk actually offers is developing groups so if you click groups in the admin area you can develop different groups for different functions so if a ticket and an issue is related to billing you can assign a group member so over here i have actually appointed myself in this group and that individual might define their function and make them the leader of this kind of billing ticket besides that you can also appoint different in the group section you can also assign various tickets to various groups and once you have actually done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the client escalations where customers may have raised a certain circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you men found this easy to understand and valuable and i’ll catch you people in the next video Hubspot Freshdesk Integration Not Working