Ringotel integration for Freshservice provides the following features for administrators and users:
Identifies requesters on incoming and outgoing calls.
Provides links to open requester records directly from the Ringotel app.
Imports requesters from Freshservice into Ringotel users’ contact lists.
Allows users to create requesters in Freshservice from the Ringotel mobile or desktop app.
Logs calls as tickets in Freshservice and provides links to the created tickets in the Ringotel app.
Freshservice API key
To send requests through the integration, you need to provide a Freshservice API key.
Follow these steps to retrieve the API key:
Log in to Freshservice using the account you plan to use for the integration.
Navigate to the user’s profile settings in Freshservice.
Click View API Key in the profile settings.
Copy and save the API key.
Note:
The API key is available only for Freshservice accounts with verified email addresses. Make sure the account you plan to use is verified. If the API key is unavailable, ask your CRM system administrator to enable it for the account used to set up the integration.
Configure the Ringotel integration
Sign in to the Ringotel admin portal at https://shell.ringotel.co. Navigate to your organization, open the Integrations tab, and click Enable Integration on the Freshservice card.
Enter your Freshservice instance URL and API key, then select the permissions you want to grant to the integration.
If you enable Allow users to create/edit records in Freshservice and/or Allow users to delete records in Freshservice, users will be able to create, edit, and/or delete requesters in Freshservice from the Ringotel app.
Note:
The instance URL is your Freshservice domain without https:// and without a trailing slash. For example, if your Freshservice instance URL is https://ringotel.freshservice.com/, enter ringotel.freshservice.com.
Note:
All API calls to Freshservice are made using the CRM user associated with the provided API key. Make sure this CRM user has permission to read and modify requester records and to assign tickets to other users.
Click Save & Continue. You will be taken to a page where you can map Ringotel users to Freshservice users.
Map your Ringotel users to Freshservice users. You can use the Link users button to automatically map users with the same email address in both systems.
Click Save changes when finished. The integration is now configured for the mapped users.