Connecting a Platform
- Fincelo → Intelligence → Support → Connect Platform
- Select your platform
- Enter credentials
- Choose sync mode
- Click Test & Connect
Platform Credentials
Zendesk
| Field | Where to find |
|---|---|
| Subdomain | Your Zendesk URL prefix (e.g. acmecorp from acmecorp.zendesk.com) |
| Admin Email | Your Zendesk admin login email |
| API Token | Zendesk Admin → Apps & Integrations → Zendesk API → Add API Token |
Freshdesk
| Field | Where to find |
|---|---|
| Subdomain | Your Freshdesk URL prefix |
| API Key | Profile icon (top right) → Profile Settings → API Key |
Jira Service Management
| Field | Where to find |
|---|---|
| Subdomain | Your Atlassian subdomain |
| Your Atlassian account email | |
| API Token | id.atlassian.com → Security → API Tokens → Create |
Intercom
| Field | Where to find |
|---|---|
| Access Token | Intercom → Settings → Developer Hub → New App → Access Token |
HubSpot Service Hub
| Field | Where to find |
|---|---|
| Private App Token | HubSpot → Settings → Integrations → Private Apps → Create (scope: tickets) |
Sync Modes
| Mode | How it works | Best for |
|---|---|---|
| Poll every 15 min | Fincelo calls the platform API every 15 minutes | Platforms without good webhook support |
| Real-time webhook | Platform pushes events to Fincelo instantly | Low-latency alerting on hostile tickets |
| Both (recommended) | Webhook for real-time + polling as backup | Production setup |
Webhook URL
For real-time sync, configure this URL in your platform: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 statusCustom / Unsupported Platform
Any platform that can:- Push JSON events to a URL (webhook) → use the Webhook Push connector
- Export data as CSV → use the CSV Import feature

