Create Zendesk tickets for new ServiceTrade quotes
When this happensStep 1: New Quote
Then do thisStep 2: Create Ticket
Sometimes it's easier to use a helpdesk-style ticketing system like Zendesk to manage follow-up tasks and keep track of quote aging. This integration will create a new Zendesk ticket for every quote that is created in ServiceTrade. You can then assign those tickets to your sales team and leverage the power of Zendesk to ensure every ServiceTrade quote receives the attention it deserves, and no quote falls through the cracks.
How this ServiceTrade-Zendesk integration works
- A quote is created in ServiceTrade
- A ticket is created in Zendesk