Connect

Prerequisites

Before you begin the integration at Zluri, ensure the following:

1. You have a valid Freshdesk Administrator account.
2. You have access to your Freshdesk API Key.
3. You know your Freshdesk Sub-domain (e.g., yourcompany.freshdesk.com).

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You can retrieve both API Key and Sub-domain from your Freshdesk admin portal.

Setup Steps

Step 1: Get API Credentials from Freshdesk

1.1 Get the Freshdesk API Key

1. Log in to https://freshdesk.com/ using your admin credentials.
2. Click your Profile icon in the top-right corner.
3. Select "View API Key".
4. Copy the API Key and store it securely.

1.2 Get the Freshdesk Sub-domain

1. From the same Freshdesk admin account, navigate to Admin Center.
2. Go to Helpdesk Settings.
3. Your Freshdesk URL will be in the format: xyz.freshdesk.com.
4. Copy the xyz portion — this is your Sub-domain.
5. Paste it into the Sub-domain field during Zluri integration.

Step 2: Begin Integration at Zluri

1. Go to the Zluri Dashboard.
2. Navigate to Integrations.
3. Search for and select Freshdesk.
4. Click Connect or Connect Another Instance.

Step 3: Review and Add Scopes

1. Review the pre-selected Required Scopes.
2. Optionally, add Other Scopes based on your needs.
3. Proceed to select the authorization method.

Authorization Options

Self-Authorization

• You can continue to Step 4 and authorize using your own credentials.

Co-worker Authorization

• Choose "Send to a Co-worker".
• Enter the co-worker's Name and Email ID.
• A unique Connect Code or Authorization Link will be sent to them.
• The co-worker (must be a Freshdesk Admin) will use that to complete authorization in Step 4.

Step 4: Authorize Connection Request

Based on your chosen method in Step 3, either you or your co-worker can now authorize the connection.

Form-based API Authorization

1. Enter the required credentials in Zluri:
   • Freshdesk API Key
   • Freshdesk Sub-domain
2. Click Connect to authorize and complete the setup.

✅ Once authorized, the Freshdesk integration will be successfully connected to your Zluri account.