Capsule CRM + Mojo Helpdesk Integration

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Popular Capsule CRM + Mojo Helpdesk Workflows

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Mojo Helpdesk + Capsule CRM Integration

Create Capsule CRM person from new Mojo Helpdesk ticket

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

Use this {{trigger.CustomerSupport}} - Capsule CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Capsule CRM.

This makes it easy to keep track of your support tickets and persons in one place.
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Capsule CRM + Mojo Helpdesk Integration

Create Mojo Helpdesk ticket for new Capsule CRM opportunity

Capsule CRM is a great tool for managing customer relationships. However, when an opportunity is created in Capsule CRM, it can be difficult to track the progress of that opportunity 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 Mojo Helpdesk whenever an opportunity is created in Capsule CRM. 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 opportunity.
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Capsule CRM + Mojo Helpdesk Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Mojo Helpdesk
    Ticket with scheduled on is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket with due on is created in Mojo Helpdesk
  • Mojo Helpdesk
    User is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket is created in Mojo Helpdesk
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Mojo Helpdesk
    Create user in Mojo Helpdesk
  • Mojo Helpdesk
    Create ticket in Mojo Helpdesk
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