Ready workflows for Freshservice + BoondManager Integration
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Create Freshservice requester for new BoondManager contact
Create Freshservice ticket for new BoondManager opportunities
A solution to this problem is to create a ticket in Freshservice whenever an opportunities is created in BoondManager. 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 opportunities.
Create BoondManager opportunities for new Freshservice ticket
Create BoondManager contact from new Freshservice ticket
Use this {{trigger.CustomerSupport}} - BoondManager integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in BoondManager.
This makes it easy to keep track of your support tickets and contacts in one place.
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Freshservice & BoondManager
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Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.
See Freshservice IntegrationsBoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
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