Ready Workflows For Desku.io + PipelineDeals Integration
Create Desku.io user for new PipelineDeals person
Create Desku.io ticket for new PipelineDeals deal
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.
Create PipelineDeals deal for new Desku.io ticket
Create PipelineDeals task for new Desku.io ticket
Create PipelineDeals person from new Desku.io ticket
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 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 IntegrationsPipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
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