Create Freshdesk ticket for new simPRO individual customer
Simpro + Freshdesk Integration
Freshdesk + Simpro Integration
Integrate Freshdesk to Simpro in one click, or tell Integrately AI how you want each ticket handled. Create jobs, update customer records, log time entries, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Ticket is updated in Freshdesk- Ticket note is created in Freshdesk
- Ticket is created in Freshdesk
Invoice is updated in Simpro Instant- Invoice is created in Simpro Instant
- Contact is created in Simpro Instant
- Recurring invoice is created in Simpro Instant
- Recurring invoice is updated in Simpro Instant
- Job is created in Simpro Instant
- Company customer created in Simpro Instant
- Job is updated in Simpro Instant
- Company customer updated in Simpro Instant
- Site is created in Simpro Instant
- Site is updated in Simpro Instant
- Individual customer created in Simpro Instant
- Individual customer updated in Simpro Instant
- Quote is created in Simpro Instant
- Quote is updated in Simpro Instant
2.
- Search ticket in Freshdesk
- Get ticket time entries by Id in Freshdesk
- Create Ticket in Freshdesk
- Add Notes to a Ticket in Freshdesk
- Update ticket in Freshdesk
- Get ticket by Id in Freshdesk
- Create Contact in Freshdesk
- Update contact in Freshdesk
- Create Company in Freshdesk
- Search company in Freshdesk
- Search contact in Freshdesk
- Create Forum in Freshdesk
- Create Forum Category in Freshdesk
- Get group by Id in Freshdesk
- Get agent by Id in Freshdesk
- Create a forum topic in Freshdesk
- Create lead in Simpro
- Update contact in Simpro
- Get contact by ID in Simpro
- Update lead in Simpro
- Create individual customer in Simpro
- Search individual customer in Simpro
- Search company customer in Simpro
- Create contact in Simpro
- Create company customer in Simpro
- Create service job in Simpro
- Search job in Simpro
- Create site in Simpro
- Search contact in Simpro
- Search site in Simpro
- Create service quote in Simpro
- Search quote in Simpro
- Create activity schedule block in Simpro
Trusted by experts at...
Ready Workflows for Freshdesk + Simpro Integration
Capture tickets, create service jobs, update customer contacts, and keep operations synchronized, all in just one click.
Most popular automations
Create Freshdesk user for new simPRO individual customer
Simpro + Freshdesk Integration
Create Simpro individual customer from new Freshdesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding individual customers in Simpro. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Simpro integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a individual customer in Simpro.
This makes it easy to keep track of your support tickets and individual customers in one place.
See moreUse this {{trigger.CustomerSupport}} - Simpro integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a individual customer in Simpro.
This makes it easy to keep track of your support tickets and individual customers in one place.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Freshdesk + Simpro flow
Extend your support and field service automation by connecting accounting, billing, and team communication tools. Pick a combination and activate it in one click.
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Xero (3)
Xero (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Calendar (3)
Google Calendar (3) +
Twilio (3)
Twilio (3) F
S
X
Create a Simpro job for every new Freshdesk ticket, and generate an invoice in Xero.
New Freshdesk tickets automatically generate a service job in Simpro and create a corresponding invoice in Xero without manual data entry.
S
F
X
When a Simpro job is created, update the contact in Freshdesk, and create a contact in Xero.
Simpro job creations update your Freshdesk contact details and establish a matching contact record in Xero instantly.
S
F
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If a Simpro quote is created, create a ticket in Freshdesk and record a draft invoice in Xero.
New Simpro quotes automatically log a support ticket in Freshdesk and prepare a draft invoice in Xero for review.
Supported triggers and actions for Freshdesk and Simpro
Mix and match to build the exact automation you need
Freshdesk Triggers & Actions
Simpro Triggers & Actions
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it → Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it → Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it → Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it → Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
Try it → Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it → Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it → What can you automate with Freshdesk + Simpro?
Streamline your customer support and field operations with automated workflows that connect your support tickets and service jobs without manual data entry.
🔄
Create Simpro jobs from Freshdesk tickets
Automatically generate a new service job in Simpro the moment a support ticket is created in Freshdesk, eliminating manual copy-pasting between systems.
📝
Capture every submitted ticket field
Map custom ticket fields, descriptions, and customer details directly into Simpro service jobs and contact records for complete operational context.
🔔
Alert your team instantly on status changes
Notify dispatchers and support agents immediately whenever tickets are updated or service jobs reach new milestones.
🔀
Route workflows based on ticket priority
Send urgent support tickets to priority service job queues while routing standard inquiries to regular processing workflows automatically.
🔄
Keep records updated across both apps
Synchronize status changes, note additions, and contact edits between Freshdesk and Simpro in real time.
🔍
Search and update existing records
Look up existing contacts and companies in Freshdesk or Simpro before creating new entries to prevent duplicate customer profiles.
💳
Manage invoices and quotes seamlessly
Generate invoices and service quotes in Simpro and update your Freshdesk ticket records as billing milestones occur.
🔌
Extend your workflow to Slack
Connect Freshdesk and Simpro to Slack so your entire team receives instant notifications whenever new support tickets or field jobs are created.
And much more...
Who is Freshdesk + Simpro integration for?
Connecting Freshdesk and Simpro helps support and field service teams eliminate manual data entry, streamline job management, and keep client records fully synchronized.
Operations directors
Support managers
Account managers
Customer support leads
Field service coordinators
Administrative staff
📈
Operations directors
You're reviewing service metrics across multiple departments but your tracking reports only update when someone manually exports ticket data, so the KPIs you're optimising against are always a few hours behind — with this integration, every new job lands in your system instantly and your data stays current.
⚡
Support managers
You need to dispatch field technicians fast when critical customer issues arrive, but delays in copying support notes into job management tools mean response times slip — automating both apps means every Freshdesk ticket creates a Simpro job immediately and your team acts without delay.
🤝
Account managers
You answer to key clients who want visibility into their ongoing service requests and job progress, but chasing updates across separate platforms wastes hours — connecting these apps means ticket statuses and job milestones sync automatically for seamless client reporting.
📊
Customer support leads
The volume of inbound support tickets is too high for your staff to manually re-enter customer details into field service software, leading to transcription errors and lost requests — this integration means every inquiry creates structured records across both platforms without manual typing.
🛠️
Field service coordinators
You own scheduling and depend on support agents to hand over customer job requirements accurately, but missing information stalls dispatching — automating both apps means every ticket detail flows straight into Simpro so you can schedule visits right away.
📋
Administrative staff
You need a reliable history of customer interactions and service invoices, but fragmented records across support and billing create audit gaps — connecting these apps means every ticket, quote, and invoice forms a complete history.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Freshdesk + Simpro
Build and manage your Freshdesk + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshdesk + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Freshdesk to Simpro?
You can connect Freshdesk to Simpro in 1 click using ready-made templates on Integrately or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts along with tools like Slack, Xero, and QuickBooks Online.
Can I automatically create a Simpro job when a new Freshdesk ticket is created?
Can I connect Freshdesk, Simpro, and Slack?
What is a good Zapier alternative for Freshdesk and Simpro?
How are Freshdesk tickets handled during the integration?
Can I sync Simpro customer contacts with Freshdesk automatically?
Do I need coding skills to automate Freshdesk and Simpro?
Is the Freshdesk and Simpro integration free?
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