Popular Desku.io + Follow Up Boss Workflows
Create Desku.io user for new Follow Up Boss contact
Create Desku.io ticket for new Follow Up Boss deal
A solution to this problem is to create a ticket in Desku.io whenever an deal is created in Follow Up Boss. 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 Follow Up Boss deal for new Desku.io ticket
Create Follow Up Boss note for new Desku.io ticket
Create Follow Up Boss task for new Desku.io ticket
Create Follow Up Boss contact from new Desku.io ticket
Use this {{trigger.CustomerSupport}} - Follow Up Boss integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Follow Up Boss.
This makes it easy to keep track of your support tickets and contacts in one place.
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Desku is powerful helpdesk software that helps in managing customer support services. Get everything in one place, and streamline workflow by simply integrating thirdparty web apps using Integrately, without having to bother about writing any code.
See Desku.io IntegrationsFollow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
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