Kylas CRM + Teamwork Desk Integration

Connect Kylas CRM to Teamwork Desk - Automate your workflows in 1-click

Make use of Kylas CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Teamwork Desk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Skip the manual back and forth! Easily automate the flow of data between Kylas CRM & Teamwork Desk using Integrately.
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Teamwork Desk + Kylas CRM Integration

Create Kylas CRM contact from new Teamwork Desk ticket

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

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Kylas CRM + Teamwork Desk Integration

Create Teamwork Desk ticket for new Kylas CRM deal

Kylas CRM is a great tool for managing customer relationships. However, when an deal is created in Kylas CRM, 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 Teamwork Desk whenever an deal is created in Kylas 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 deal.
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Kylas CRM + Teamwork Desk Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM

    Triggers the automation when a new lead is created

    Instant
  • Kylas CRM
    Lead is updated in Kylas CRM

    Triggers the automation when the lead information is updated

    Instant
  • Kylas CRM
    Contact is updated in Kylas CRM

    Triggers the automation when a contact is updated

    Instant
  • Kylas CRM
    Contact is created in Kylas CRM

    Triggers the automation when a new contact is created

    Instant
  • Kylas CRM
    Deal is updated in Kylas CRM

    Triggers the automation when a deal is updated

    Instant
  • Kylas CRM
    Deal is created in Kylas CRM

    Triggers the automation when a deal is created

    Instant
  • Teamwork Desk
    Ticket is created in Teamwork Desk

    Triggers the automation when a new ticket is created

    Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk

    Triggers the automation when a ticket is assigned to a team member

    Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk

    Triggers the automation when any thread is updated

    Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk

    Triggers the automation when a customer sends a reply

    Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk

    Triggers the automation when a ticket is unassigned

    Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk

    Triggers the automation when a ticket is replied to by any agent

    Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk

    Triggers the automation when a new note is added to any ticket

    Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk

    Triggers the automation when a new customer is created

    Instant
2.
  • Kylas CRM
    Create contact in Kylas CRM

    Adds a new contact to the database

  • Kylas CRM
    Create Lead in Kylas CRM

    Generates new leads for potential customers

  • Kylas CRM
    Create deal in Kylas CRM

    Generates a new deal with

  • Kylas CRM
    Create company in Kylas CRM

    Generates a new company profile with given details

  • Teamwork Desk
    Update customer in Teamwork Desk

    Updates a customer's information

  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk

    Sends reply to a ticket

  • Teamwork Desk
    Remove ticket in Teamwork Desk

    Deletes a ticket

  • Teamwork Desk
    Create ticket in Teamwork Desk

    Generates a new ticket

  • Teamwork Desk
    Create customer in Teamwork Desk

    Adds a new customer to the database

  • Teamwork Desk
    Search Ticket in Teamwork Desk

    Searches for a ticket

  • Teamwork Desk
    Search customer in Teamwork Desk

    Locates and retrieves customer information

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Integrate Kylas CRM & Teamwork Desk In 1 Click
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