BoondManager + Zendesk Integration

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BoondManager + Zendesk Integration

Create Zendesk ticket for new BoondManager opportunities

BoondManager is a great tool for managing customer relationships. However, when an opportunities is created in BoondManager, it can be difficult to track the progress of that opportunities 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 Zendesk 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.
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Zendesk + BoondManager Integration

Create BoondManager contact from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in BoondManager. Luckily, it's a process that's pretty simple to set up.

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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BoondManager + Zendesk Integration
1.
  • BoondManager
    Candidate is created in BoondManager Instant
  • BoondManager
    Contact is updated in BoondManager Instant
  • BoondManager
    Contact is created in BoondManager Instant
  • BoondManager
    Candidate is updated in BoondManager Instant
  • BoondManager
    Resource is created in BoondManager Instant
  • BoondManager
    Action is created in BoondManager Instant
  • BoondManager
    Action is updated in BoondManager Instant
  • BoondManager
    Company is created in BoondManager Instant
  • BoondManager
    Company is updated in BoondManager Instant
  • BoondManager
    Opportunity is created in BoondManager Instant
  • BoondManager
    Opportunity is updated in BoondManager Instant
  • BoondManager
    Project is created in BoondManager Instant
  • BoondManager
    Project is updated in BoondManager Instant
  • BoondManager
    Invoice is created in BoondManager Instant
  • BoondManager
    Invoice is updated in BoondManager Instant
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
2.
  • BoondManager
    Create candidate in BoondManager
  • BoondManager
    Update candidate in BoondManager
  • BoondManager
    Create contact in BoondManager
  • BoondManager
    Search contact in BoondManager
  • BoondManager
    Search candidate in BoondManager
  • BoondManager
    Update contact in BoondManager
  • BoondManager
    Import file in BoondManager
  • BoondManager
    Create company in BoondManager
  • BoondManager
    Search company in BoondManager
  • BoondManager
    Update company in BoondManager
  • BoondManager
    Create opportunity in BoondManager
  • BoondManager
    Create resource in BoondManager
  • BoondManager
    Search resource in BoondManager
  • BoondManager
    Update resource in BoondManager
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk
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