Ready workflows for Freshservice + Kylas CRM Integration
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Create Freshservice requester for new Kylas CRM contact
Create Kylas CRM contact from new Freshservice ticket
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.
Create Freshservice ticket for new Kylas CRM deal
A solution to this problem is to create a ticket in Freshservice 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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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Freshservice & Kylas CRM
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Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.
See Freshservice IntegrationsKylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.
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