Freshservice + Platform.ly Integration

Connect Freshservice to Platform.ly - 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. Set up Platform.ly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Freshservice + Platform.ly integration.
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Platform.ly + Freshservice Integration

Create Freshservice ticket for new Platform.ly contact

If you're using Platform.ly to send your marketing emails, you can also use it to create and manage ticket for Freshservice. contact created in Platform.ly will automatically be created as ticket in Freshservice, so you can easily keep track of all Freshservice requests in one place.

This automation will help you stay organized and provide top-notch customer service. It's a great system that helps you take care of your customers so you can focus on growing your business.
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Freshservice + Platform.ly Integration

Create Platform.ly contact for new Freshservice ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this Freshservice - Platform.ly integration. It will automatically create a Platform.ly contact for new Freshservice tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up Platform.ly contacts for every Freshservice ticket is a great place to start.
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Freshservice + Platform.ly Integration
1.
  • Freshservice
    Ticket is created in Freshservice

    Triggers the automation when a new ticket is created

  • Freshservice
    Ticket is updated in Freshservice

    Triggers the automation when a ticket is modified

  • Freshservice
    Requester is created in Freshservice

    Triggers the automation when a new requester is created

  • Freshservice
    Requester is updated in Freshservice

    Triggers the automation when a requester is updated

  • Platform.ly
    Contact is created in Platform.ly

    Triggers the automation when a new contact is created

  • Platform.ly
    Tag is created in Platform.ly

    Triggers the automation when a tag is added

  • Platform.ly
    Custom field is created in Platform.ly

    Triggers the automation when a new custom field is created

  • Platform.ly
    Segment is created in Platform.ly

    Triggers the automation when a segment is created

2.
  • Freshservice
    Create ticket in Freshservice

    Generates a new ticket

  • Freshservice
    Create requester in Freshservice

    Generates new requester profiles with particular parameters

  • Freshservice
    Get requester by ID in Freshservice

    Retrieves a requester's information using their unique id

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

    Retrieves a group by its id

  • Platform.ly
    Create Contact in Platform.ly

    Adds a new contact to the database

  • Platform.ly
    Update Contact in Platform.ly

    Updates contact information with new details

  • Platform.ly
    Add tag to a contact in Platform.ly

    Adds a tag to a contact

  • Platform.ly
    Search contact in Platform.ly

    Finds and retrieves contact information

  • Platform.ly
    Add note to contact in Platform.ly

    Adds notes to a contact's profile

  • Platform.ly
    Remove tag from contact in Platform.ly

    Untag the contact

  • Platform.ly
    Remove all tags from contact in Platform.ly

    Removes all tags from a contact

  • Platform.ly
    Add segment to contact in Platform.ly

    Categorize contacts into segments based on predefined criteria

  • Platform.ly
    Remove segment from contact in Platform.ly

    Removes a segment from a contact

  • Platform.ly
    Remove all segments from contact in Platform.ly

    Removes all segments from a contact

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