Agile CRM + Teamwork Desk Integration

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Agile CRM + Teamwork Desk Integration

Create Teamwork Desk ticket for new Agile CRM deal

Agile CRM is a great tool for managing customer relationships. However, when an deal is created in Agile 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 Agile 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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Agile CRM + Teamwork Desk Integration
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile 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.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Teamwork Desk
    Create ticket in Teamwork Desk
  • Teamwork Desk
    Create customer in Teamwork Desk
  • Teamwork Desk
    Update customer in Teamwork Desk
  • Teamwork Desk
    Add reply to a ticket in Teamwork Desk
  • Teamwork Desk
    Search Ticket in Teamwork Desk
  • Teamwork Desk
    Search customer in Teamwork Desk
  • Teamwork Desk
    Remove ticket in Teamwork Desk
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750 Tasks
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2,000 Tasks
in $19.99

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