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Connecting a Platform

  1. Fincelo → Intelligence → Support → Connect Platform
  2. Select your platform
  3. Enter credentials
  4. Choose sync mode
  5. Click Test & Connect
First sync starts within 15 minutes.

Platform Credentials

Zendesk

FieldWhere to find
SubdomainYour Zendesk URL prefix (e.g. acmecorp from acmecorp.zendesk.com)
Admin EmailYour Zendesk admin login email
API TokenZendesk Admin → Apps & Integrations → Zendesk API → Add API Token

Freshdesk

FieldWhere to find
SubdomainYour Freshdesk URL prefix
API KeyProfile icon (top right) → Profile Settings → API Key

Jira Service Management

FieldWhere to find
SubdomainYour Atlassian subdomain
EmailYour Atlassian account email
API Tokenid.atlassian.com → Security → API Tokens → Create

Intercom

FieldWhere to find
Access TokenIntercom → Settings → Developer Hub → New App → Access Token

HubSpot Service Hub

FieldWhere to find
Private App TokenHubSpot → Settings → Integrations → Private Apps → Create (scope: tickets)

Sync Modes

ModeHow it worksBest for
Poll every 15 minFincelo calls the platform API every 15 minutesPlatforms without good webhook support
Real-time webhookPlatform pushes events to Fincelo instantlyLow-latency alerting on hostile tickets
Both (recommended)Webhook for real-time + polling as backupProduction setup

Webhook URL

For real-time sync, configure this URL in your platform:
https://app.fincelo.app/api/webhooks/tickets?connectorId=YOUR_CONNECTOR_ID
Your connector ID is shown in Fincelo after connecting.

Platform-specific webhook setup:

  • Zendesk: Admin → Apps & Integrations → Webhooks → Add Webhook
  • Jira: Project Settings → Webhooks → Create Webhook
  • Intercom: Developer Hub → Webhooks → Add endpoint
  • Freshdesk: Admin → Automations → On ticket update → Trigger webhook (manual setup required)
  • HubSpot: Settings → Integrations → Webhooks (manual setup required)

Sync History

View all sync activity: Intelligence → Support → [Connector name] → Sync History Shows: last sync time · tickets synced · errors · retry status

Custom / Unsupported Platform

Any platform that can:
  1. Push JSON events to a URL (webhook) → use the Webhook Push connector
  2. Export data as CSV → use the CSV Import feature
CSV Import guide →