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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.

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Platform Credentials

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Zendesk

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Freshdesk

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Jira Service Management

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Intercom

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HubSpot Service Hub

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Sync Modes

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Webhook URL

For real-time sync, configure this URL in your platform:
Your connector ID is shown in Fincelo after connecting.

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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)

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Sync History

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

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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 →