
Popular Zoho Desk + BoondManager Workflows


Create Zoho Desk user for new BoondManager contact

Create Zoho Desk ticket for new BoondManager opportunities
A solution to this problem is to create a ticket in Zoho Desk 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 Zoho Desk ticket

Create BoondManager contact from new Zoho Desk 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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Zoho Desk is a simple and easy tool that lets you manage your customer service. Whether it is managing tickets, handling inbound calls or simply sending out follow-up emails, Zoho Desk makes the entire process effortless and cost-effective for you.
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BoondManager 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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