Mojo Helpdesk + Salesmate Integration

Connect Mojo Helpdesk to Salesmate in 1 click

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Mojo Helpdesk + Salesmate Integration

Create Salesmate contact from new Mojo Helpdesk ticket

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

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Salesmate + Mojo Helpdesk Integration

Create Mojo Helpdesk ticket for new Salesmate deal

Salesmate is a great tool for managing customer relationships. However, when an deal is created in Salesmate, 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 Mojo Helpdesk whenever an deal is created in Salesmate. 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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Mojo Helpdesk + Salesmate Integration
1.
  • Mojo Helpdesk
    Ticket with scheduled on is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket with due on is created in Mojo Helpdesk
  • Mojo Helpdesk
    User is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket is created in Mojo Helpdesk
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
2.
  • Mojo Helpdesk
    Create user in Mojo Helpdesk
  • Mojo Helpdesk
    Create ticket in Mojo Helpdesk
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
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