Freshsales classic + Teamwork Desk Integration

Connect Freshsales classic to Teamwork Desk in 1 click

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Freshsales classic + Teamwork Desk Integration

Create Teamwork Desk ticket for new Freshsales classic deal

Freshsales classic is a great tool for managing customer relationships. However, when an deal is created in Freshsales classic, it can be difficult to track the progress of that deal 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 Teamwork Desk whenever an deal is created in Freshsales classic. 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 deal.
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Teamwork Desk + Freshsales classic Integration

Create Freshsales classic contact from new Teamwork Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Freshsales classic. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Freshsales classic integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Freshsales classic.

This makes it easy to keep track of your support tickets and contacts in one place.
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Freshsales classic + Teamwork Desk Integration
1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
  • Teamwork Desk
    Ticket is created in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk Instant
2.
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic
  • Teamwork Desk
    Update customer in Teamwork Desk
  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk
  • Teamwork Desk
    Remove ticket in Teamwork Desk
  • Teamwork Desk
    Search customer in Teamwork Desk
  • Teamwork Desk
    Search Ticket in Teamwork Desk
  • Teamwork Desk
    Create customer in Teamwork Desk
  • Teamwork Desk
    Create ticket in Teamwork Desk
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