If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Workbooks CRM. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Workbooks CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Workbooks CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
You Can Also Connect Desku.io or Workbooks CRM With 1400+ Other Apps
Desku.io
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.
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.