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Capsule CRM + Freshdesk

Add notes to Freshdesk tickets for new or updated Capsule CRM opportunities

Stay on top of your Capsule CRM opportunities with this efficient workflow that instantly adds notes to Freshdesk tickets when there's a new or updated opportunity in Capsule CRM. With this automation, you can easily keep your customer support team informed about the latest changes, helping them provide better service and tailor their approach based on important updates. Enhance your CRM and support collaboration with this seamless integration.

Stay on top of your Capsule CRM opportunities with this efficient workflow that instantly adds notes to Freshdesk tickets when there's a new or updated opportunity in Capsule CRM. With this automation, you can easily keep your customer support team informed about the latest changes, helping them provide better service and tailor their approach based on important updates. Enhance your CRM and support collaboration with this seamless integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    FreshdeskFreshdesk
    Add Notes to a Ticket

    Add Private or Public notes to a Freshdesk Support Ticket.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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freshdesk logo
freshdesk logo

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

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