dialnote's Freshdesk integration is currently in development. Once it's live, you'll be able to connect your Freshdesk account and automatically turn calls into support tickets, attach recordings and transcripts, and keep your contact data in sync — without jumping between tools.

What to Expect#

The Freshdesk integration will bring your call data directly into your helpdesk so agents have full context before they respond. Here's what's planned:

Automatic ticket creation — When a call wraps up, dialnote will create or update a Freshdesk ticket with call details like duration, direction, and outcome. Missed calls and voicemails will also get tickets so nothing falls through the gaps.

Transcript and recording attachments — AI-generated transcripts and call recordings will be added to tickets automatically. Agents can review conversations right inside Freshdesk, and managers can audit calls from the ticket view.

AI summary sync — Each call's AI summary and action items will appear as private notes on the ticket. Your team gets a quick overview of what happened without reading through the entire transcript.

Caller matching — dialnote will match incoming callers to existing Freshdesk contacts by phone number. If someone's calling for the first time, a new contact can be created automatically so you're tracking them from day one.

Per-number control — Pick which dialnote phone numbers push data to Freshdesk. You can sync your support lines while keeping internal numbers private.

Connect Freshdesk Today with Webhooks#

You don't need to wait for the native integration. dialnote's webhook system can push call events to Freshdesk right now.

Option 1: Use Zapier (no code)

  1. Go to Settings → Webhooks and connect your Zapier account
  2. Create a Zap with dialnote as the trigger — pick "Call Completed" or "Recording Ready"
  3. Choose Freshdesk as the action app and select "Create Ticket"
  4. Map the fields — route caller name, phone number, call direction, transcript, and AI summary into the right ticket fields
  5. Turn it on and calls will start creating Freshdesk tickets automatically

Option 2: Use custom webhooks

  1. Go to Settings → Webhooks and add a new webhook endpoint
  2. Point it at a middleware service (like a serverless function) that calls the Freshdesk API
  3. Select which events to send — call.completed, call.recording.completed, and note.created
  4. Use the test button to verify your endpoint receives the payload correctly
  5. Your middleware transforms the dialnote payload into Freshdesk's ticket API format

Both approaches get you call-to-ticket logging while the native integration is being built.

We use cookies for analytics, ads, and to remember your preferences. Privacy Policy