You must be a Freshdesk administrator to be able to install apps.
Installing the Trello app
-
In Freshdesk, go to the Marketplace and search for Trello
-
Select the app to open its details page
-
Click Install to start adding the app to your Freshdesk instance
Allowing Freshdesk to access your Trello account
-
A Trello window opens and asks "Let Freshdesk use your account?"
-
Click Allow. This step is required to enable the Trello app
The Trello account you use here gives access to the Trello boards where your agents will create and link cards from their tickets.
Creating a "Trello agent"
To connect the Freshdesk Power-Up in Trello, you'll need the API key of a Freshdesk agent with admin permissions.
-
In Freshdesk, create a new agent named Trello agent
-
Assign the agent the Administrator role and save
The "Trello agent" is optional. You can also use an admin's API key to connect your Trello boards, but you'll need to share it with the people setting up the Power-Up.
Getting the API key
-
Log in to Freshdesk as the agent whose API key you'll use
-
Click the profile picture in the top-right corner and select Profile settings
-
Copy the API key shown on the profile page
For more details, see How to find your API key in the Freshdesk documentation.
Keep this API key handy. You'll need it to connect the Freshdesk Power-Up in Trello.
Next Steps
Learn how to install the Trello Power-Up and connect your Trello boards to Freshdesk.