
Popular Force Manager + Mojo Helpdesk Workflows


Create Mojo Helpdesk user for new Force Manager contact

Create Mojo Helpdesk ticket for new Force Manager opportunity
A solution to this problem is to create a ticket in Mojo Helpdesk 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.

Create Force Manager opportunity for new Mojo Helpdesk ticket

Create Force Manager task for new Mojo Helpdesk ticket

Create Force Manager contact from new Mojo Helpdesk ticket
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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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.
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Mojo Helpdesk is an all-in-one customer service software that tracks, manages, and automates support ticket workflows for faster and more efficient service.
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