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Halo Service Solutions + OptinMonster

Create tickets in Halo Service Solutions for new leads in OptinMonster

Effortlessly manage new leads from OptinMonster by creating tickets in Halo Service Solutions with this seamless workflow. When a new lead is captured in OptinMonster, a ticket is instantly created in Halo Service Solutions to help you track and prioritize your support or sales inquiries. Streamline your lead management process and boost your team's efficiency with this simple yet powerful automation.

Effortlessly manage new leads from OptinMonster by creating tickets in Halo Service Solutions with this seamless workflow. When a new lead is captured in OptinMonster, a ticket is instantly created in Halo Service Solutions to help you track and prioritize your support or sales inquiries. Streamline your lead management process and boost your team's efficiency with this simple yet powerful automation.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Halo Service SolutionsHalo Service Solutions
    Create Ticket

    Creates a new Ticket in Halo.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
    • DescriptionRequired

    • Customer

    • Site

    • End-User

    • Ticket Type

    • Status

    • Service Level Agreement

    • Priority

    • Team

    • Agent

    Trigger
    Instant
    Try It
    • NameRequired

    • Customer NameRequired

    • Main SiteRequired

    • Phone Number

    • Address Line 1

    • Address Line 2

    • Address Line 3

    • Address Line 4

    • Postcode

    • Contact Name

    • Contact Email Address

    Action
    Write
    • NameRequired

    • Customer NameRequired

    • Site NameRequired

    • Email Address

    • Network Login

    • Work Phone Number

    • Mobile Phone Number

    Action
    Write
    • DescriptionRequired

    • Customer

    • Site

    • End User

    • Ticket Type

    • Status

    • Service Level Agreement

    • Priority

    • Team

    • Agent

    Trigger
    Instant
    Try It
    • NameRequired

    • Top Level

    • Important Customer

    • Site Name

    • Phone Number

    • Address Line 1

    • Address Line 2

    • Address Line 3

    • Address Line 4

    • Postcode

    • Contact Name

    • Contact Email Address

    Action
    Write
    • Email AddressRequired

    • Ticket TypeRequired

    • Summary

    • Details

    • Priority

    Action
    Write
halo-service-solutions logo
halo-service-solutions logo

About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

Related categories

  • Project Management
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optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

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