Popular Desku.io + Concord Workflows
Create Desku.io user for new Concord contact
Create Desku.io ticket for new Concord deal
A solution to this problem is to create a ticket in Desku.io whenever an deal is created in Concord. 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 deal.
Create Concord deal for new Desku.io ticket
Create Concord note for new Desku.io ticket
Create Concord contact from new Desku.io ticket
Use this {{trigger.CustomerSupport}} - Concord integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Concord.
This makes it easy to keep track of your support tickets and contacts in one place.
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See Desku.io IntegrationsConcord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
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