Add notes to Freshdesk tickets for new Wealthbox CRM contacts
Easily track and manage your new contacts in Wealthbox CRM by adding notes to their corresponding tickets in Freshdesk. When a new contact is added in Wealthbox CRM, this workflow will create a note in a Freshdesk ticket, helping you to keep your client information up to date and organized. Consolidate your contact details and improve customer support with this efficient automation.
Easily track and manage your new contacts in Wealthbox CRM by adding notes to their corresponding tickets in Freshdesk. When a new contact is added in Wealthbox CRM, this workflow will create a note in a Freshdesk ticket, helping you to keep your client information up to date and organized. Consolidate your contact details and improve customer support with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Notes to a Ticket
Add Private or Public notes to a Freshdesk Support Ticket.
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