Create BoldDesk ticket for new Agile CRM contact
Agile CRM + BoldDesk Integration
Agile CRM + BoldDesk Integration
Connect Agile CRM to BoldDesk in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Agile CRM- Tag is added to contact in Agile CRM
- Deal is created in Agile CRM
- Deal milestone is changed in Agile CRM
- Task is created in Agile CRM
- Event is created in Agile CRM
- Case is created in Agile CRM
Approval is rejected in BoldDesk Instant- Contact is created in BoldDesk Instant
- Contact is updated in BoldDesk Instant
- Ticket is created in BoldDesk Instant
- Ticket private notes is created in BoldDesk Instant
- Ticket property is updated in BoldDesk Instant
- Ticket reply is created in BoldDesk Instant
- Activity is created 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 BoldDesk user for new Agile CRM contact
Agile CRM + BoldDesk Integration
Create BoldDesk ticket for new Agile CRM deal
Agile CRM is a great tool for managing customer relationships. However, when an deal is created in Agile CRM, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.
A solution to this problem is to create a ticket in BoldDesk whenever an deal is created in Agile 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 deal.
See moreA solution to this problem is to create a ticket in BoldDesk whenever an deal is created in Agile 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 deal.
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Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
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.
