Desku.io + PipelineCRM Integration

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Popular Desku.io + PipelineCRM Workflows

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PipelineCRM + Desku.io Integration

Create Desku.io ticket for new PipelineDeals deal

PipelineDeals is a great tool for managing customer relationships. However, when an deal is created in PipelineDeals, 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 Desku.io whenever an deal is created in PipelineDeals. 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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Desku.io + PipelineCRM Integration

Create PipelineDeals person from new Desku.io ticket

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

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

This makes it easy to keep track of your support tickets and persons in one place.
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Desku.io + PipelineCRM Integration
1.
  • Desku.io
    New ticket is created in Desku.io Instant
  • Desku.io
    Ticket tag changed in Desku.io Instant
  • Desku.io
    Ticket priority changed in Desku.io Instant
  • Desku.io
    Ticket agent is changed in Desku.io Instant
  • Desku.io
    Ticket status is changed in Desku.io Instant
  • Desku.io
    Customer is added or updated in Desku.io Instant
  • Desku.io
    New customer is added in Desku.io Instant
  • Desku.io
    Customer is updated in Desku.io Instant
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
2.
  • Desku.io
    Create new ticket in Desku.io
  • Desku.io
    Create new customer in Desku.io
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
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