Facebook and Freshdesk Integration: Automatic Creation of Contacts

A business without automation is unlikely to become successful today. Progressive entrepreneurs and companies are trying to optimize work processes as much as possible in order to save time and budget, as well as gain a competitive advantage. For this purpose, automation services, system connectors, and artificial intelligence are used. If you use Facebook Lead Ads to promote products or services, as well as collect feedback from clients, and Freshdesk to support, you can significantly speed up and simplify your work. To do this, you just need to connect both platforms with each other using our SaveMyLeads online connector. It will allow you to automate the transfer of leads from a social network to the "help desk" service and the creation of new contacts in the latter. This will eliminate the need for time-consuming manual data transfer.

Our step-by-step instructions will help you set up and launch the Facebook and Freshdesk integration correctly. If you are still in doubt, we have prepared several compelling arguments why you should still use the SaveMyLeads connector.

When properly configured to transfer customer data from Facebook to Freshdesk using SaveMyLeads, it will be automatically and seamlessly included in the "help desk" service. There, it is immediately formalized as a new contact.

A few words about why we suggest you use SaveMyLeads for Freshdesk and Facebook integration. Firstly, this no-code tool makes setup simple, easy, and fast. Thanks to the intuitive interface, a user with any level of training can do it in a maximum of 10 minutes. Secondly, this connector offers many ready-made solutions for CRM systems, email and SMS services, instant messengers, task managers, Google services, and more. Some of them may be of interest to you if you want to automate as much as possible and integrate other systems that you also use. Thirdly, its pricing is quite budget-friendly. And finally, let’s note the professional and responsive technical support, which is an undeniable plus.

Algorithm of actions:

We won't go into creating a Facebook form here, since you most likely already know how to do it. But let's look at the next actions step by step.

To set up Facebook integration with Freshdesk, first, you need to create a new connection. For this, click on the green button.

Select the system from which you want to receive new data. You need Facebook.

Choose one of the ready-made templates where you want to send leads from Facebook. You need Freshdesk (Create Contacts).

Connect your Facebook account to SaveMyLeads. To achieve this, press the blue button.

Specify the username and password of the Facebook personal account and click “Log in”.

Provide SaveMyLeads access to work with your Facebook account. To do this, go to settings – click “Edit access”.

Leave all access checkboxes enabled.

Click “Continue as…”.

When the connected account is displayed in the list, it must be selected.

Select the advertising page. Then you need to specify the form from which the data will be downloaded. Click “Continue”.

If you have multiple forms specified, you will need to create multiple connections for each of them.

To set up Freshdesk integration with Facebook, you need to connect your Freshdesk account to SaveMyLeads. To achieve this, click the blue button.

In this window, you must specify the domain and API key.

To get the domain and API key, go to your personal Freshdesk account. Copy the domain from the address bar. It must be copied without extra characters.

Paste the domain into the appropriate field in SaveMyLeads.

Return to Freshdesk and go to the profile settings section.

Click “View API key”.

Copy the API key.

Paste the API key into the appropriate field in SaveMyLeads. When all required fields are filled in, click “Continue”.

When the created login is displayed in the list, select it.

Here, you see Freshdesk fields where you can assign variables from Facebook. SML has already done this, but if something does not suit you, add variables from the drop-down list.

Once data is assigned, click “Continue”.

Now, you see an example of the data that will be sent to your Freshdesk with each new Facebook lead. If everything suits you, click “Send test data to Freshdesk” to check if the settings are correct.

To check the result, go to Freshdesk.

If everything suits you, return to SaveMyLeads and continue setting up.

Click “Finish setup” to enable auto-update of the connection. In this case, all new leads from Facebook will be instantly transferred to the Freshdesk system to create new contacts.

If you want to change the connection name, you can do this in its settings. For this, click on the gear icon.

Here, you can change the connection name and add your connection to a group. After that, click “Continue”.

That's all. The Facebook Lead Ads and Freshdesk integration has been completed.

Having configured the Freshdesk Facebook integration according to our instructions, you have probably already managed to get its first results. Each new lead that fills out and submits the Lead Ads form on the social network is immediately transferred to the "help desk" service and registered there as a new contact. Automating this process will allow you to significantly speed up the processing of customer requests and will greatly simplify the work of your employees, relieving them of the need to do it all manually.

Step-by-Step Guides for Setting Up Integrations: