HelpDesk + LeadConnector
Create tickets in HelpDesk when pipeline stages are updated in LeadConnector
Easily manage your leads and support tickets with this streamlined workflow. When a pipeline stage changes in LeadConnector, it will instantly create a ticket in the HelpDesk app. This helps in efficient tracking of leads, ensuring seamless customer support and prompt action based on changes in the lead pipeline. Cut down on manual task and improve your customer support experience with this automation.
Easily manage your leads and support tickets with this streamlined workflow. When a pipeline stage changes in LeadConnector, it will instantly create a ticket in the HelpDesk app. This helps in efficient tracking of leads, ensuring seamless customer support and prompt action based on changes in the lead pipeline. Cut down on manual task and improve your customer support experience with this automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Ticket
Creates a new ticket.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Ticket
Triggers when a new support ticket is created.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Ticket Assignment Changed
Triggers when ticket changes assignment.
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