Popular Raynet CRM + Freshservice Workflows
Create Freshservice requester for new Raynet CRM person
Create Freshservice ticket for new Raynet CRM businesscase
A solution to this problem is to create a ticket in Freshservice whenever an businesscase is created in Raynet CRM. 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 businesscase.
Create Raynet CRM businesscase for new Freshservice ticket
Create Raynet CRM person from new Freshservice ticket
Use this {{trigger.CustomerSupport}} - Raynet CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Raynet CRM.
This makes it easy to keep track of your support tickets and persons in one place.
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RaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.
See Raynet CRM IntegrationsFreshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.
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