Make sure that your help desk customers are part of your sales process and send them to Revamp CRM, so your sales team can reach out. Use Zapier to make sure that every new user you add on Kayako is also automatically added as to Revamp CRM as a person. Now your sales team can get to work without having to manually dig up information about each person!
How It Works
- A new user is added in Kayako
- Zapier automatically adds a person to Revamp CRM
What You Need
- Kayako account
- Revamp CRM account
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Triggers when a new user account is created.
Creates a new event, which will show on the user's timeline.
Triggers whenever a new conversation is created.
Adds a private note to an existing conversation.
Triggers when a new deal is created.
Creates a new conversation with the first post as a private note.
Triggers when a new customer is created.
Creates a new Deal.
Triggers when a new task is created.
Creates a new person.