If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Moxie. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Moxie integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Moxie.
This makes it easy to keep track of your support tickets and contacts in one place.
Moxie is a great tool for managing customer relationships. However, when an deal is created in Moxie, 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 Halopsa whenever an deal is created in Moxie. 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.
You Can Also Connect Halopsa or Moxie With 1400+ Other Apps
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.
Moxie streamlines your freelancing workflow, offering tools for invoicing, project management, and client collaboration. Elevate your freelance business with Moxie's all-in-one platform.