Copper + Freshdesk

Create Freshdesk tickets and add notes for new Copper companies

Keep your customer support team up to date with new clients in Copper by seamlessly adding notes to Freshdesk tickets. This workflow is triggered when a new company is added in Copper, and then creates a note on the relevant ticket in Freshdesk. Enjoy a more efficient and organized support process, ensuring important client information is always at your team's fingertips.

Keep your customer support team up to date with new clients in Copper by seamlessly adding notes to Freshdesk tickets. This workflow is triggered when a new company is added in Copper, and then creates a note on the relevant ticket in Freshdesk. Enjoy a more efficient and organized support process, ensuring important client information is always at your team's fingertips.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    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?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Help

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.
Help

Related categories

  • Customer Support

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