Teamwork Desk + ConvergeHub Integration

Connect Teamwork Desk to ConvergeHub in 1 click

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ConvergeHub + Teamwork Desk Integration

Create Teamwork Desk ticket for new ConvergeHub deal

ConvergeHub is a great tool for managing customer relationships. However, when an deal is created in ConvergeHub, it can be difficult to track the progress of that deal 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 Teamwork Desk whenever an deal is created in ConvergeHub. 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.
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Teamwork Desk + ConvergeHub Integration

Create ConvergeHub contact from new Teamwork Desk ticket

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

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Teamwork Desk + ConvergeHub Integration
1.
  • Teamwork Desk
    Ticket is created in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk Instant
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
2.
  • Teamwork Desk
    Update customer in Teamwork Desk
  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk
  • Teamwork Desk
    Remove ticket in Teamwork Desk
  • Teamwork Desk
    Create ticket in Teamwork Desk
  • Teamwork Desk
    Create customer in Teamwork Desk
  • Teamwork Desk
    Search Ticket in Teamwork Desk
  • Teamwork Desk
    Search customer in Teamwork Desk
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
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