Freshdesk + Redtail CRM
Create Freshdesk ticket notes for new Redtail CRM contacts
Effortlessly stay organized and seamlessly transfer information with this workflow between Redtail CRM and Freshdesk. When a new contact is created in Redtail CRM, this automation will add a note to a corresponding ticket in Freshdesk, ensuring that your support team has all the necessary information to provide exceptional service. This integration helps you save time and maintain better communication between your CRM and customer support platforms.
Effortlessly stay organized and seamlessly transfer information with this workflow between Redtail CRM and Freshdesk. When a new contact is created in Redtail CRM, this automation will add a note to a corresponding ticket in Freshdesk, ensuring that your support team has all the necessary information to provide exceptional service. This integration helps you save time and maintain better communication between your CRM and customer support platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Notes to a Ticket
Add Private or Public notes to a Freshdesk Support Ticket.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
