LeadConnector + Zendesk
Update Zendesk tickets when LeadConnector pipeline stages change
Effortlessly manage your customer service process with this workflow. When there is a change in pipeline stage in LeadConnector, it updates a ticket in Zendesk correspondingly. This ensures seamless coordination between your sales and customer service team, keeping your customer support responses aligned and timely. No more manual checks or missed updates, as your sales and customer-support processes communicate fluidly.
Effortlessly manage your customer service process with this workflow. When there is a change in pipeline stage in LeadConnector, it updates a ticket in Zendesk correspondingly. This ensures seamless coordination between your sales and customer service team, keeping your customer support responses aligned and timely. No more manual checks or missed updates, as your sales and customer-support processes communicate fluidly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Ticket
Update an existing ticket status or add comments.
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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 Group
Triggers when a new group 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
TagsRequired
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