Halopsa + Privyr Integration

Connect Halopsa to Privyr in 1 click

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1.
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
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2.

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Halopsa + Privyr Integration

Create Privyr contact from new Halopsa ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Privyr. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Halopsa
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.
Privyr
Privyr
Privyr is a mobile-centric CRM tailored for sales & marketing professionals. It helps manage your online leads, engage with personalized content, and supercharge your sales. With instant alerts & easy follow-ups, your leads are always at your fingertips.