Create tickets in ConnectWise Manage for new contacts in Wealthbox CRM
Effortlessly manage customer support with this Wealthbox CRM and ConnectWise Manage workflow. When a new contact is added in Wealthbox CRM, a ticket is created in ConnectWise Manage, helping you stay on top of customer inquiries and ensuring that no request is left unattended. Enhance your customer service experience and streamline your support process with this seamless automation.
Effortlessly manage customer support with this Wealthbox CRM and ConnectWise Manage workflow. When a new contact is added in Wealthbox CRM, a ticket is created in ConnectWise Manage, helping you stay on top of customer inquiries and ensuring that no request is left unattended. Enhance your customer service experience and streamline your support process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Ticket
Creates a new service desk or project ticket.
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