1.Detect completed and collected ticket
Integrate RepairDesk and ticket workflows to detect status changes and pass ticket reference and customer fields into the process.
Create contact and closed deal from repaired ticket
Automatically monitor ticket status changes in RepairDesk across Freshsales Suite. Create and update when a repair is marked completed and collected, so you can format phones, match or create contacts, and open closed deals without manual follow-up.
How this automation closes deals from repaired tickets
When repaired tickets complete and customer details are missing from your CRM, follow-up slips and sales context gets lost. This automation formats phone numbers, finds or creates Freshsales Suite contacts, and creates closed deals tied to the right recordsβso your team can act faster.
RepairDeskor swap with your favorite app
2.Formats phone number for matching
Integrate Formatter by Zapier and phone validation tools to format the source phone so matching stays consistent.
Formatter by Zapieror swap with your favorite app
3.Filters records with phone or email
Integrate Filter by Zapier and data quality checks to continue only when a formatted phone or email exists.
Filter by Zapieror swap with your favorite app
4.Find or create CRM contact
Integrate Freshsales Suite and contact matching tools to find by phone or create a contact when no match is found.
Freshsales Suiteor swap with your favorite app
5.Creates closed deal for the ticket
Integrate Freshsales Suite and CRM deal workflows to create a closed deal tied to the contact and set it as closed.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Rishi Shah, CEO and Co-Founder
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