Create Vtiger CRM to do for new BoldDesk ticket
BoldDesk + Vtiger CRM Integration
Vtiger CRM + BoldDesk Integration
Connect Vtiger CRM to BoldDesk in 1 click
Free forever.Use premium features free for 14 days.1.
Lead is created or updated in Vtiger CRM- Contact is created/updated in Vtiger CRM
- To Do is created/updated in Vtiger CRM
- Account is created/updated in Vtiger CRM
- Ticket is created/updated in Vtiger CRM
- Opportunity is created/updated in Vtiger CRM
- Case is created/updated in Vtiger CRM
- Service is created/updated in Vtiger CRM
- Event is created/updated in Vtiger CRM
- Product is created/updated in Vtiger CRM
- Invoice is created/updated in Vtiger CRM
- Quote is created/updated in Vtiger CRM
- Sales Order is created/updated in Vtiger CRM
- PurchaseOrder is created/updated in Vtiger CRM
Activity is created in BoldDesk Instant- Activity is deleted in BoldDesk Instant
- Activity is updated in BoldDesk Instant
- Approval request is created in BoldDesk Instant
- Approval is approved in BoldDesk Instant
- 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
2.
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Create Vtiger CRM 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 Vtiger CRM. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Vtiger CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Vtiger CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Vtiger CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Vtiger CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
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Vtiger CRM
Easily manage your sales, marketing and customer support with Vtiger CRM. Reach out to leads in no time, convert prospects into customers and help customers achieve their goals with this easy-to-use solution.
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.
