Ready workflows for Jira Service Desk + Capsule CRM Integration
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Create Capsule CRM task for new Jira Service Desk ticket
Create Jira Service Desk ticket for new Capsule CRM opportunity
A solution to this problem is to create a ticket in Jira Service Desk whenever an opportunity is created in Capsule 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 opportunity.
Create Jira Service Desk ticket for new Capsule CRM person
Create Capsule CRM person from new Jira Service Desk ticket
Use this {{trigger.CustomerSupport}} - Capsule 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 Capsule CRM.
This makes it easy to keep track of your support tickets and persons in one place.
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Jira Service Desk & Capsule CRM
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Jira Service Desk is the fastest way to get and manage customer service requests. With Jira Service Desk Cloud, support agents can manage tickets across multiple channels - phone calls, emails, social media and more.
See Jira Service Desk IntegrationsCapsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
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