Create AgencyZoom note for new BoldDesk ticket
BoldDesk + AgencyZoom Integration
AgencyZoom + BoldDesk Integration
Connect AgencyZoom to BoldDesk in 1 click
Free forever.Use premium features free for 14 days.1.
Ticket property is updated in BoldDesk Instant- Activity is created in BoldDesk Instant
- Ticket reply is created in BoldDesk Instant
- Ticket private notes is created in BoldDesk Instant
- Ticket is created in BoldDesk Instant
- Contact is updated in BoldDesk Instant
- Contact is created in BoldDesk Instant
- Approval is rejected in BoldDesk Instant
- Approval is approved in BoldDesk Instant
- Approval request is created in BoldDesk Instant
- Activity is updated in BoldDesk Instant
- Activity is deleted in BoldDesk Instant
2.
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Create AgencyZoom task for new BoldDesk ticket
BoldDesk + AgencyZoom Integration
Create AgencyZoom contact from new BoldDesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in AgencyZoom. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - AgencyZoom integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in AgencyZoom.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - AgencyZoom integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in AgencyZoom.
This makes it easy to keep track of your support tickets and contacts in one place.
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AgencyZoom
AgencyZoom is a comprehensive insurance agency management system. With its user-friendly interface and advanced features, it empowers insurance agents to optimize workflow, increase sales, automate tasks, and gain valuable insights.
BoldDesk
BoldDesk is an AI-powered help desk software offering omnichannel ticketing, live chat, automation workflows, knowledge base, self-service portals, real-time reporting, and 24/7 AI assistance for seamless customer support.
