Create Freshdesk ticket for new Projekly client
Projekly – Project Management, CRM, HR & Invo + Freshdesk Integration
Freshdesk + Projekly – Project Management, CRM, HR & Invo Integration
Connect Freshdesk to Projekly – Project Management, CRM, HR & Invo in 1 click
Free forever.Use premium features free for 14 days.1.
Ticket is updated in Freshdesk- Ticket note is created in Freshdesk
- Ticket is created in Freshdesk
Invoice is created in Projekly – Project Management, CRM, HR & Invo- Product is created in Projekly – Project Management, CRM, HR & Invo
- Client is created in Projekly – Project Management, CRM, HR & Invo
- Project is created in Projekly – Project Management, CRM, HR & Invo
- Task is created in Projekly – Project Management, CRM, HR & Invo
- Event is created in Projekly – Project Management, CRM, HR & Invo
- Lead is created in Projekly – Project Management, CRM, HR & Invo
2.
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Create Freshdesk user for new Projekly client
Projekly – Project Management, CRM, HR & Invo + Freshdesk Integration
Create Projekly task for new Freshdesk ticket
Freshdesk + Projekly – Project Management, CRM, HR & Invo Integration
Create Projekly client from new Freshdesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding clients in Projekly. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Projekly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a client in Projekly.
This makes it easy to keep track of your support tickets and clients in one place.
See moreUse this {{trigger.CustomerSupport}} - Projekly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a client in Projekly.
This makes it easy to keep track of your support tickets and clients in one place.
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When Form is submitted in Woorise > Modify data > Verify email in Sniffmail > Create client in Projekly – Project Management, CRM, HR & Invoicing
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When Form is submitted in HeyForm > Modify data > Verify email in Sniffmail > Create lead in Projekly – Project Management, CRM, HR & Invoicing
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When Form is submitted in HeyForm > Modify data > Verify email in Sniffmail > Create employee in Projekly – Project Management, CRM, HR & Invoicing
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When Form is submitted in HeyForm > Modify data > Verify email in Sniffmail > Create client in Projekly – Project Management, CRM, HR & Invoicing
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Freshdesk
Freshdesk is your one-stop shop for customer support, combining email, phone and social media channels into a single interface. It's easy to use, flexible to customize and delivers a great experience for your customers.
Projekly – Project Management, CRM, HR & Invo
Projekly simplifies project management with tools for task tracking, team collaboration, and workflow automation. Streamline your business operations with Projekly’s all-in-one platform.
