Teamwork Desk + ConvergeHub Integration

Connect Teamwork Desk to ConvergeHub - Automate your workflows in 1-click

With Teamwork Desk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Make use of ConvergeHub automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Teamwork Desk & ConvergeHub using Integrately.
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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

    Triggers the automation when a new ticket is created

    Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk

    Triggers the automation when a ticket is assigned to a team member

    Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk

    Triggers the automation when any thread is updated

    Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk

    Triggers the automation when a customer sends a reply

    Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk

    Triggers the automation when a ticket is unassigned

    Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk

    Triggers the automation when a ticket is replied to by any agent

    Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk

    Triggers the automation when a new note is added to any ticket

    Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk

    Triggers the automation when a new customer is created

    Instant
  • ConvergeHub
    Lead is created in ConvergeHub

    Triggers the automation when a new lead is created

  • ConvergeHub
    Account is created in ConvergeHub

    Triggers the automation when a new account is created

  • ConvergeHub
    Target is created in ConvergeHub

    Triggers the automation when a target is created

  • ConvergeHub
    Contact is created in ConvergeHub

    Triggers the automation when a new contact is created

  • ConvergeHub
    Deal is created in ConvergeHub

    Triggers the automation when a deal is created

  • ConvergeHub
    Task is created in ConvergeHub

    Triggers the automation when a new task is created

  • ConvergeHub
    Event is created in ConvergeHub

    Triggers the automation when a new event is created

2.
  • Teamwork Desk
    Update customer in Teamwork Desk

    Updates a customer's information

  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk

    Sends reply to a ticket

  • Teamwork Desk
    Remove ticket in Teamwork Desk

    Deletes a ticket

  • Teamwork Desk
    Create ticket in Teamwork Desk

    Generates a new ticket

  • Teamwork Desk
    Create customer in Teamwork Desk

    Adds a new customer to the database

  • Teamwork Desk
    Search Ticket in Teamwork Desk

    Searches for a ticket

  • Teamwork Desk
    Search customer in Teamwork Desk

    Locates and retrieves customer information

  • ConvergeHub
    Create lead in ConvergeHub

    Generates new leads for potential customers

  • ConvergeHub
    Create contact in ConvergeHub

    Adds a new contact to the database

  • ConvergeHub
    Create deal in ConvergeHub

    Generates a new deal with

  • ConvergeHub
    Create target in ConvergeHub

    Generates a new target for tracking purposes

  • ConvergeHub
    Create task in ConvergeHub

    Creates a new task

  • ConvergeHub
    Create account in ConvergeHub

    Generates a new account

  • ConvergeHub
    Create event in ConvergeHub

    Adds a new contact to the contact list

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Integrate Teamwork Desk & ConvergeHub In 1 Click
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