Popular Freshservice + PipelineDeals Workflows
Create PipelineDeals task for new Freshservice ticket
Create Freshservice ticket for new PipelineDeals deal
A solution to this problem is to create a ticket in Freshservice whenever an deal is created in PipelineDeals. 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.
Create Freshservice ticket for new PipelineDeals person
Create Freshservice requester for new PipelineDeals person
Create PipelineDeals person from new Freshservice ticket
Use this {{trigger.CustomerSupport}} - PipelineDeals integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in PipelineDeals.
This makes it easy to keep track of your support tickets and persons in one place.
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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 IntegrationsPipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
See PipelineDeals Integrations❤Trusted by 10,000+ Customers
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