The name Trello is derived from the word "trellis" which had been a code name for the project at its early stages. Created in 2011 by Fog Creek Software, it was spun out to form the basis of a separate company in New York City in 2014 and sold to Atlassian in January 2017. Trello is a web-based, kanban-style, list-making application and is developed by Trello Enterprise, a subsidiary of Atlassian. Productivity software, team collaboration, project management, task management, Note: You can also do this directly on any Trello card by clicking on the Freshdesk button, you'll be asked to connect your Freshdesk account.Czech, Dutch, English, Finnish, French, German, Hungarian, Italian, Japanese, Norwegian, Polish, Portuguese, Russian, Simplified Chinese, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, and Vietnamese You’ll be asked for the URL of your Freshdesk account (custom domains are not supported) and the API key of the Freshdesk agent created on step #5 or the agent you chose. In the Power-Up Marketplace menu click on the gear icon to setup and connect your Freshdesk account. Repeat this for every board you want to connect to a Freshdesk instance.ħ. Enable the Freshdesk Power-Up for your board. On the Trello board, in the menu section, click on the Power-Up Marketplace. Note: You can use an existing admin agent's API key, but notifications will be appear with their name instead of "Trello agent" and you'll need to share the API key.Ħ. You'll need that agent's API key to setup the Freshdesk Power-Up in Trello. Create a new agent in Freshdesk named "Trello agent" with admin permissions. For setting up the notifications options, you can always access the app's settings.ĥ. After Trello access is provided to Freshdesk, you will be redirected to the Settings page to finalize the installation process.Ĥ. Note: The Trello account used in this step will give access to all Trello boards for the app's functionalities.ģ. A web page will be displayed to allow permissions for Freshdesk to access your Trello account. In the Freshdesk Marketplace, on the left side, click on the "Install" button.Ģ. You’ll need both apps but don’t worry, it’s really easy to install our collaboration software and to get your customer support team going.ġ. Receive updates on Freshdesk tickets from changes on the Trello cards linked, so agents stay updated on their status. Let support agents track the status of a Trello card linked to Freshdesk tickets right from the ticket's page.ģ. Keep your support team and other Trello teams in sync. Create a new Trello card directly from a Freshdesk ticket, describing what is needed, requester's name, and the status and priority for the Trello teams to be in sync.Ģ. Link an existing Trello card to a Freshdesk ticket.Ģ. Transparency + visibility = Time savings ($$$) + Improved customer support experience.Ĭustomer Support team agents can choose a Trello board from Freshdesk and send tickets to cards, or create them from scratch!Įxceptional cross-functional collaboration results in Exceptional customer service.ġ. Uninterrupted, smooth and consistent teamwork for a more engaging customer experience.Ĭonnect Trello boards to a Freshdesk help desk platform and create new Trello cards directly from your Support tickets. Use Trello, one of the most reliable project management tools available and synchronize priorities to solve Freshdesk’s customer support tickets faster. With the two apps, your support team can seamlessly collaborate by easily creating helpdesk tickets and updating the status from Trello cards, improving issue resolution. Drastically improve your customer support experience by installing the two apps: the Freshdesk power-up and Trello app for Freshdesk!
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