Really Simple Systems CRM + Teamwork Desk Integration

Connect Really Simple Systems CRM to Teamwork Desk in 1 click

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Really Simple Systems CRM + Teamwork Desk Integration

Create Teamwork Desk ticket for new Really Simple Systems CRM deal

Really Simple Systems CRM is a great tool for managing customer relationships. However, when an deal is created in Really Simple Systems 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 Really Simple Systems 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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Teamwork Desk + Really Simple Systems CRM Integration

Create Really Simple Systems 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 Really Simple Systems CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Really Simple Systems 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 Really Simple Systems CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Really Simple Systems CRM + Teamwork Desk Integration
1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
  • Teamwork Desk
    Ticket is created in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is assigned in Teamwork Desk Instant
  • Teamwork Desk
    Thread is updated in Teamwork Desk Instant
  • Teamwork Desk
    Customer sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket is unassigned in Teamwork Desk Instant
  • Teamwork Desk
    Agent sends a reply in Teamwork Desk Instant
  • Teamwork Desk
    Ticket note is created in Teamwork Desk Instant
  • Teamwork Desk
    Customer is created in Teamwork Desk Instant
2.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
  • Teamwork Desk
    Update customer in Teamwork Desk
  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk
  • Teamwork Desk
    Remove ticket in Teamwork Desk
  • Teamwork Desk
    Search customer in Teamwork Desk
  • Teamwork Desk
    Search Ticket in Teamwork Desk
  • Teamwork Desk
    Create customer in Teamwork Desk
  • Teamwork Desk
    Create ticket in Teamwork Desk
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