Trello Connector for Freshdesk connects your Freshdesk help desk with your Trello boards. Support agents and the teams that work in Trello can collaborate on the same issues, each from their own tool, to solve tickets faster.
How it works
The integration has two parts that work together:
|
Part |
Where it's installed |
What it does |
|---|---|---|
|
Trello app |
Freshdesk (Marketplace) |
Lets support agents create Trello cards from tickets and link tickets to existing cards. |
|
Freshdesk Power-Up |
Trello (on each board) |
Lets Trello teams attach and create Freshdesk tickets from their cards, and see ticket information without leaving Trello. |
Install both parts to get the full experience of the integration.
What you can do
-
Create Trello cards from tickets: send a ticket to any Trello board, with its description, requester, status and priority.
-
Link tickets to existing cards: connect a ticket to a card your team is already working on.
-
Follow card progress from the ticket: get a note in the ticket when a linked card moves to another list.
-
Attach and create tickets from Trello: link Freshdesk tickets to a card, or create new ones, right from Trello.
-
See ticket information in Trello: check the status, assigned agent and due date of linked tickets on the card.
Your teams stay in sync on status, priorities, assignees and due dates.
Setting it up
-
Install: install the Trello app in Freshdesk.
-
Connect: enable and connect the Freshdesk Power-Up in Trello.
-
Sync: start linking Freshdesk tickets with your Trello cards.
Next Steps
Learn how to install the app in your Freshdesk instance.