Seamlessly link proposals to Freshdesk for client lifecycle visibility
Freshdesk is a feature-rich customer support platform offering ticketing, knowledge base, chat, and phone support. Agencies use Freshdesk to manage client queries and support requests. Connecting Freshdesk to Pitchsite means every support interaction is contextualised by the client's proposal — scope, value, and commitment — visible on every ticket.
A step-by-step look at how Freshdesk and Pitchsite work together.
Link your Freshdesk account to Pitchsite with your API key. Contact records, companies, and ticket fields sync immediately.
When a proposal is signed, Pitchsite creates or updates the Freshdesk contact with the client's name, company, email, and a note referencing the accepted proposal.
A Freshdesk onboarding ticket is created automatically for every new client — assigned to the account manager, with the proposal scope attached as a note.
Freshdesk contacts are tagged with the service type from the proposal — "SEO Client," "Web Design Client," "Retainer Client" — enabling filtered views and prioritisation.
A Freshdesk app extension surfaces the original Pitchsite proposal details in the contact sidebar — agents see the full scope and value before responding to any ticket.
Real ways agencies use Freshdesk and Pitchsite together.
Freshdesk agents handling tickets from new clients see the original proposal scope in the contact sidebar. No "let me check what you're on" moments — they already know.
When a client requests something outside scope in a support ticket, the agent can instantly reference the linked Pitchsite proposal to clarify what's covered — facts over memory.
High-value clients from large Pitchsite proposals get auto-tagged in Freshdesk for priority queue routing — premium service for premium clients, automatically.
Correlate Freshdesk CSAT scores with proposal service type. Identify which service categories generate most support overhead and use that insight to improve delivery processes.
Why agencies connect Freshdesk to Pitchsite.
Seamlessly link proposals to Freshdesk for client lifecycle visibility
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Get started free →The Pitchsite integration is specifically with Freshdesk for support. Other Freshworks products (Freshsales CRM, Freshservice IT) can be connected via Zapier or Make for additional workflows.
Yes. The Freshdesk ticket created by Pitchsite includes a direct URL link to the signed proposal — one click for the agent to review exactly what was agreed.
Pitchsite creates or matches the client company in Freshdesk's Company records. The proposal contact is associated with the company, and all support tickets from that contact link to the company profile.
Yes. Freshworks products are separate but can both receive data from Pitchsite — Freshsales for sales pipeline management, Freshdesk for support — giving you a full-circle client lifecycle view.
Other tools that work well alongside Freshdesk + Pitchsite.