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Log into your Boltic.io account. If you don't have one, create an account to access the Workflow features.
This initial step gives you the necessary permissions and access to the tools required for integrating Freshworks with ActiveChat, setting the stage for an efficient workflow setup.
Go to the Integration Dashboard in Boltic.io. Here, you can manage and create workflows.
Select the option to start a new workflow, which will guide you through linking Freshworks with ActiveChat, ensuring you can set up and monitor your integration effectively.
In the workflow builder, choose Freshworks as the trigger application. Define the specific event in Freshworks, like a new ticket or updated customer record, that will initiate the workflow.
This setup ensures that Freshworks' activities trigger corresponding actions in ActiveChat, automating your processes.
Select ActiveChat as the action application within the workflow builder. Decide on the action that should occur in ActiveChat in response to the Freshworks trigger, such as creating a new chat or updating customer details.
This ensures that your chosen actions align with the trigger events.
Map the relevant data fields between Freshworks and ActiveChat. Align information from Freshworks, like customer data or ticket details, with corresponding fields in ActiveChat.
Proper mapping ensures accurate data transfer and consistency across both platforms, which is crucial for effective integration.
Perform a test run to check if the workflow functions as expected. Verify that data transfers correctly from Freshworks to ActiveChat and that actions are appropriately triggered.
Once testing confirms successful integration, activate the workflow to automate your support processes effectively.
Transform support tickets from Freshworks into active chat sessions in ActiveChat automatically. This feature ensures that every new ticket or customer query triggers a relevant chat, providing real-time support and reducing manual intervention. It streamlines customer service, improving response times and enhancing overall user satisfaction.
Achieve seamless data flow between Freshworks and ActiveChat with real-time synchronization. This feature ensures that any updates or changes in Freshworks, such as ticket status or customer details, are instantly reflected in ActiveChat. It helps maintain data consistency and enables prompt, informed responses to customer interactions.
Customize trigger events in Freshworks to suit your workflow needs. You can set specific conditions, such as new ticket creation or priority updates, to initiate actions in ActiveChat. This flexibility allows you to tailor the integration to your unique processes, enhancing operational efficiency and meeting diverse business requirements.
Automate responses in ActiveChat based on the triggers from Freshworks. For example, set up automated replies for new support tickets or status updates, ensuring immediate customer engagement. This dynamic response feature optimizes support operations, reduces response times, and improves customer satisfaction through consistent and timely communication.
Effortlessly map customer data fields between Freshworks and ActiveChat. This feature ensures that essential information, like customer profiles and ticket details, is accurately transferred and synchronized. Maintaining accurate data mapping enhances communication efficiency and gives your team context for each interaction.
Leverage detailed analytics to monitor and optimize your integrated workflow. Track metrics such as response times, ticket resolutions, and customer interactions across Freshworks and ActiveChat. This feature provides valuable insights into workflow performance, enabling you to identify areas for improvement and refine your integration strategy for better outcomes.
Boltic helps you create workflows that connect your apps to automate repetitive tasks. Read more
Boltic’s intuitive interface makes it easy to create automated workflows without requiring extensive technical knowledge. By setting up triggers and actions, you can automate routine tasks, freeing up valuable time for more strategic activities. This simplicity helps your team stay focused and productive.
With support for over 100 pre-built integrations, Boltic connects your essential business apps seamlessly. Whether it’s CRM, scheduling, or communication tools, Boltic ensures that your data flows smoothly between applications, reducing manual data entry and enhancing overall efficiency.
Tailor your workflows to match your specific business needs with Boltic’s flexible customization options. From selecting triggers to defining actions and mapping data fields, you can design workflows that align perfectly with your processes, ensuring that your operations are optimized and efficient.
Keep track of your workflows with Boltic’s real-time monitoring tools. Access detailed logs and performance reports to ensure your integrations run smoothly. Use these insights to continuously tweak and optimize your workflows, making sure they evolve with your business needs and deliver maximum efficiency.
Anything else? Feel free to reach out.
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