Teamleader Focus + Freshservice Integration

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Teamleader Focus + Freshservice Integration

Create Freshservice ticket for new Teamleader Focus deal

Teamleader Focus is a great tool for managing customer relationships. However, when an deal is created in Teamleader Focus, 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 Teamleader Focus. 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 + Teamleader Focus Integration

Create Teamleader Focus contact 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 contacts in Teamleader Focus. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Teamleader Focus + Freshservice Integration
1.
  • Teamleader Focus
    Contact is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is accepted in Teamleader Focus Instant
  • Teamleader Focus
    Deal is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is updated in Teamleader Focus Instant
  • Teamleader Focus
    Company is created in Teamleader Focus Instant
  • Teamleader Focus
    Invoice is paid in Teamleader Focus Instant
  • 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.
  • Teamleader Focus
    Create task in Teamleader Focus
  • Teamleader Focus
    Create contact in Teamleader Focus
  • Teamleader Focus
    Update contact in Teamleader Focus
  • Teamleader Focus
    Search contact in Teamleader Focus
  • Teamleader Focus
    Create deal in Teamleader Focus
  • Teamleader Focus
    Update deal in Teamleader Focus
  • Teamleader Focus
    Search deal in Teamleader Focus
  • Teamleader Focus
    Create company in Teamleader Focus
  • Teamleader Focus
    Link contact to company in Teamleader Focus
  • 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
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