Freshservice + PipelineDeals Integration

Connect Freshservice to PipelineDeals - Automate your workflows in 1-click

With Freshservice automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Freshservice + PipelineDeals integration.
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PipelineDeals + Freshservice Integration

Create Freshservice ticket for new PipelineDeals deal

PipelineDeals is a great tool for managing customer relationships. However, when an deal is created in PipelineDeals, 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 Freshservice whenever an deal is created in PipelineDeals. 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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Freshservice + PipelineDeals Integration

Create PipelineDeals person 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 persons in PipelineDeals. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and persons in one place.
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Freshservice + PipelineDeals Integration
1.
  • Freshservice
    Ticket is created in Freshservice

    Triggers the automation whenever a new ticket is created

  • Freshservice
    Ticket is updated in Freshservice

    Triggers the automation whenever a ticket is modified

  • Freshservice
    Requester is created in Freshservice

    Triggers the automation whenever a new requester is created

  • Freshservice
    Requester is updated in Freshservice

    Triggers the automation whenever a requester is updated

  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation whenever a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation whenever a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation whenever a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation whenever the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation whenever a deal is moved with

    Instant
2.
  • Freshservice
    Create ticket in Freshservice

    Automatically generates a new ticket

  • Freshservice
    Create requester in Freshservice

    Automatically generates new requester profiles with particular parameters

  • Freshservice
    Get requester by ID in Freshservice

    Automatically retrieves a requester's information using their unique ID

  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice

    Automatically retrieves a group by its ID

  • PipelineDeals
    Create Deal in PipelineDeals

    Automatically generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Automatically updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Automatically generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Automatically updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Automatically generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Automatically updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Automatically find information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Automatically retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Automatically creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Automatically creates a new activity with a note

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Integrate Freshservice & PipelineDeals In 1 Click
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