If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Concord. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Concord integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Concord.
This makes it easy to keep track of your support tickets and contacts in one place.
Concord is a great tool for managing customer relationships. However, when an deal is created in Concord, 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 Concord. 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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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.
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.