Popular Wealthbox CRM + Desku.io Workflows
Create Desku.io user for new Wealthbox CRM contact
Create Desku.io ticket for new Wealthbox CRM opportunity
A solution to this problem is to create a ticket in Desku.io whenever an opportunity is created in Wealthbox CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
Create Wealthbox CRM opportunity for new Desku.io ticket
Create Wealthbox CRM task for new Desku.io ticket
Create Wealthbox CRM contact from new Desku.io ticket
Use this {{trigger.CustomerSupport}} - Wealthbox CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Wealthbox CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsDesku is powerful helpdesk software that helps in managing customer support services. Get everything in one place, and streamline workflow by simply integrating thirdparty web apps using Integrately, without having to bother about writing any code.
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