Popular Desku.io + Close Workflows
Create Desku.io user for new Close contact
Create Desku.io ticket for new Close opportunity
A solution to this problem is to create a ticket in Desku.io whenever an opportunity is created in Close. 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.
Create Close opportunity for new Desku.io ticket
Create Close note for new Desku.io ticket
Create Close task for new Desku.io ticket
Create Close contact from new Desku.io ticket
Use this {{trigger.CustomerSupport}} - Close integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Close.
This makes it easy to keep track of your support tickets and contacts in one place.
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