Popular Zendesk + Follow Up Boss Workflows
Create Follow Up Boss task for new Zendesk ticket
Create Follow Up Boss note for new Zendesk ticket
Create Zendesk ticket for new Follow Up Boss deal
A solution to this problem is to create a ticket in Zendesk whenever an deal is created in Follow Up Boss. 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 Zendesk ticket for new Follow Up Boss contact
Create Zendesk user for new Follow Up Boss contact
Create Follow Up Boss contact from new Zendesk ticket
Use this {{trigger.CustomerSupport}} - Follow Up Boss integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Follow Up Boss.
This makes it easy to keep track of your support tickets and contacts in one place.
Create Follow Up Boss contact for new Zendesk group
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Zendesk is the leading customer service software for businesses. We help you deliver great support using a single application that unifies all of your customer touchpoints, including self-service, social media, and more.
See Zendesk IntegrationsFollow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
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