Popular Freshservice + Freshworks CRM (Freshsales Suite) Workflows
Create Freshservice ticket for new Freshworks CRM (Freshsales Suite) deal
A solution to this problem is to create a ticket in Freshservice whenever an deal is created in Freshworks CRM (Freshsales Suite). 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 deal.
Create Freshservice ticket for new Freshworks CRM (Freshsales Suite) contact
Create Freshservice requester for new Freshworks CRM (Freshsales Suite) contact
Create Freshworks CRM (Freshsales Suite) contact from new Freshservice ticket
Use this {{trigger.CustomerSupport}} - Freshworks CRM (Freshsales Suite) integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Freshworks CRM (Freshsales Suite).
This makes it easy to keep track of your support tickets and contacts in one place.
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Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.
See Freshservice IntegrationsFreshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.
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