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Base CRM

Fetch customer information from Base CRM and view it within Freshdesk

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Verified App

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How to Install?

App Installation :

Follow these steps to install Base CRM:

  1. Click on Install.
  2. In the first page of installation, you need to enter your Base CRM client_id, client_secret and redirect_url.
  3. When you click the "AUTHENTICATE" button, you will be redirected to Base CRM login page.
  4. After successful of your Base CRM login, you need to allow access to read and write of your Base CRM details.
  5. Then you will be redirected to redirect_url of your Base CRM app.
  6. In that page, you need to copy the code which is located in the address bar(Refer Screenshot-2).
  7. Paste the copied code in the next installation page and then click "NEXT" button.
  8. In the next page, you need to select the objects and click "NEXT" button.
  9. In the next page, you need to select the object's fields which will be shown in freshdesk and click "INSTALL" button.
  10. After clicking the "INSTALL" button you have been successfully installed the Base CRM.
  11. After successful installation of Base CRM app go to tickets page and then click Base CRM icon(Refer Screenshot-5).
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For further clarification, feel free to contact our support team, people@saasly.in