Force Manager is a great tool for managing customer relationships. However, when an opportunity is created in Force Manager, it can be difficult to track the progress of that opportunity 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 Freshservice whenever an opportunity is created in Force Manager. 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.
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Force Manager. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Force Manager integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Force Manager.
This makes it easy to keep track of your support tickets and contacts in one place.
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Force Manager
ForceManager is a mobile-first CRM designed for sales teams, providing real-time insights, activity tracking, and AI-powered assistance to boost productivity and close more deals.
Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.