Desku.io + PipelineDeals Integration

Connect Desku.io to PipelineDeals - Automate your workflows in 1-click

With Desku.io automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Desku.io & PipelineDeals using Integrately.
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PipelineDeals + 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 + PipelineDeals 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 + PipelineDeals Integration
1.
  • Desku.io
    New ticket is created in Desku.io

    Triggers the automation when a new ticket is created

    Instant
  • Desku.io
    Ticket tag changed in Desku.io

    Triggers the automation when the tag applied to a ticket is updated

    Instant
  • Desku.io
    Ticket priority changed in Desku.io

    Triggers the automation when the priority of a ticket is updated

    Instant
  • Desku.io
    Ticket agent is changed in Desku.io

    Triggers the automation when the agent assigned to any ticket changes

    Instant
  • Desku.io
    Ticket status is changed in Desku.io

    Triggers the automation when the stauts of a ticket is updated

    Instant
  • Desku.io
    Customer is added or updated in Desku.io

    Triggers the automation when a customer is added or updated

    Instant
  • Desku.io
    New customer is added in Desku.io

    Triggers the automation when a new customer is added

    Instant
  • Desku.io
    Customer is updated in Desku.io

    Triggers the automation when customer details are updated

    Instant
  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation when a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation when a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation when a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation when the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation when a deal is moved with

    Instant
2.
  • Desku.io
    Create new ticket in Desku.io

    Generates a new ticket

  • Desku.io
    Create new customer in Desku.io

    Adds a new customer to the address book

  • PipelineDeals
    Create Deal in PipelineDeals

    Generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Finds information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Creates a new activity with a note

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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2,000 Tasks
in $19.99

Integrate Desku.io & PipelineDeals In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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