Popular Desku.io + Salesflare Workflows
Create Desku.io user for new Salesflare person
Create Desku.io ticket for new Salesflare opportunity
A solution to this problem is to create a ticket in Desku.io whenever an opportunity is created in Salesflare. 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 opportunity.
Create Salesflare task for new Desku.io ticket
Create Salesflare person from new Desku.io ticket
Use this {{trigger.CustomerSupport}} - Salesflare integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Salesflare.
This makes it easy to keep track of your support tickets and persons in one place.
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