Popular LiveAgent + Wealthbox CRM Workflows
Create Wealthbox CRM task for new LiveAgent ticket
Create Wealthbox CRM contact from new LiveAgent ticket
Use this {{trigger.CustomerSupport}} - Wealthbox 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 Wealthbox CRM.
This makes it easy to keep track of your support tickets and contacts in one place.
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LiveAgent helps you improve your customer service and reduce costs. With LiveAgent, you can monitor and engage with customers through multiple channels - social media, the web, email, or phone.
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