The Google Bigquery app for Freshchat or Freshdesk Omni enables seamless access to your CRM data within Freshchat and allows efficient synchronization between the two platforms.
This integration is powered by the BigQuery Connector app, which includes the following components:
- Enrich contact information from/to Google BigQuery
- Enrich company information from/to Google BigQuery
Note: The term Freshchat used in this article also applies to the Freshdesk Omni product.
Prerequisites:
Ensure that you have admin permissions in Freshchat.
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Install the app
- Log in to your account, go to Admin Settings > Marketplace and Integrations > Marketplace Apps.
- Search for the Google Bigquery App.
- Click Install and connect your account.
- Enter the following details:
- Freshchat domain (yourcompany.freshchat.com)
- Freshchat API key
To find your Freshchat API Key, go to Admin Settings > Marketplace and Integrations > API settings.
Complete the Captcha verification to view the key. - CRM domain (yourcompany.myfreshworks.com)
- CRM API Key
- Click Install to complete the setup.
- Once the installation is complete, you can view the app icon on the left navigation pane. If you have more than one installed app in your account, the apps will be grouped.
Configuring data sync
To synchronize data between BigQuery and Freshchat, go to the 'Data sync' tab in the full-page app.
- On your Freshchat account, click on the BigQuery Connector app icon from the left navigation pane.
- Go to the Data sync tab and click Configure sync.
- Authenticate the BigQuery account you want to synchronize the data with Freshchat.
- To connect to your BigQuery account, log in with your Google account and allow read/write access to BigQuery.
- You will find a tab for recipes. Recipes are workflows that define the flow and direction of data. Choose the direction of data flow based on your requirements:
- BigQuery to Freshchat: One-way data flow from BigQuery to Freshchat
- Freshchat to BigQuery: One-way data flow from Freshchat to BigQuery
- Once you choose the direction, relevant recipes will appear. You can currently sync Contact and Account information between BigQuery and Freshchat.
- Choose the fields you want to sync.
Configuration between BigQuery and Freshchat
Contacts sync:
On your BigQuery account, create a field called ‘Contact ID’ under the Contact table.
- In the Recipe data screen, on the right pane, choose the table and the corresponding column from which the recipe should fetch the data.
- In the left pane, configure the Actions for the Trigger.
Under Actions, map the contact fields (2) and set the action as "Upsert Contacts in Freshchat". - Save and run the recipe.
Note: Follow the same steps to sync company fields.
Configuration between Freshchat to BigQuery
Contacts sync:
- In your BigQuery account, create a field called ‘Contact ID’ in the Contact table
- In the Recipe data screen, on the right pane, choose the date and time for the recipe to fetch events. The default time is 1 hour, but you can choose a different date and time.
Note: Tasks you will be consumed based on the date and time. For example, if you choose a past date to fetch events, more tasks will be consumed. - In the left pane, configure the Actions for the Trigger.
Under Actions, map the contact fields (2). - Configure the "If condition" and the corresponding yes and no statements. Here, the If statement is " If Output contains rows".
- If condition (3): Map the Contact ID from the previous step.
- Yes statement (4): If Output contains rows, Run custom SQL in BigQuery.
- No statement (6): If Output does not contain rows, insert a row in contact in BigQuery
- Save the recipe and turn it on.
Note: Follow the same steps to sync company fields.
Pricing
The Connector app is a paid add-on priced at $80 per 5000 tasks and aligns with your billing cycle. For example, for a monthly billing cycle, tasks expire monthly or annually for an annual plan.
To purchase the add-on:
- On your Freshchat account, go to Admin Settings > Account and Billing > Plans and Billing > Manage plan.
- Select the number of Connector App Task Packs you wish to purchase.
Please note that you can purchase the add-on only when you have an active subscription with Freshchat.
How are tasks calculated?
Every action block in the recipe constitutes a task. The following table shows the task consumption based on the entity and direction of sync:
Sync Direction | Entity | Number of Tasks |
Freshchat to BigQuery | Create/update Contact | 2 |
Create/update Company | 2 | |
BigQuery to Freshchat | New/update Contact | 1 |
New/update company | 1 |