Freshservice + Metroleads Integration

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Freshservice + Metroleads Integration

Create Metroleads lead from new Freshservice ticket

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

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

This makes it easy to keep track of your support tickets and leads in one place.
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Freshservice + Metroleads Integration
1.
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
2.
  • Freshservice
    Create ticket in Freshservice
  • Freshservice
    Create requester in Freshservice
  • Freshservice
    Get requester by ID in Freshservice
  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice
  • Metroleads
    Create lead in Metroleads
  • Metroleads
    Search lead in Metroleads
  • Metroleads
    Assign a lead in Metroleads
  • Metroleads
    Update lead in Metroleads
  • Metroleads
    Get recent leads in Metroleads
  • Metroleads
    Unassign a lead in Metroleads
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