Copper + Freshdesk

Add notes to Freshdesk tickets for updated Copper companies

Keep your support team informed about important company updates with this efficient workflow. When a company is updated in Copper, this automation will seamlessly add a note to the relevant ticket in Freshdesk, ensuring your support agents are up-to-date on the latest information. Streamline communication between your CRM and helpdesk software, enhancing team collaboration and improving customer service.

Keep your support team informed about important company updates with this efficient workflow. When a company is updated in Copper, this automation will seamlessly add a note to the relevant ticket in Freshdesk, ensuring your support agents are up-to-date on the latest information. Streamline communication between your CRM and helpdesk software, enhancing team collaboration and improving customer service.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    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

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  • 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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