HelpDesk + Salesforce
Create new Salesforce leads from new HelpDesk tickets
When a new support ticket is received in your HelpDesk system, it's crucial to track and manage potential leads promptly. With this workflow, you can ensure that each new HelpDesk ticket automatically creates a new lead in your Salesforce system. This enables you to maintain an updated roster of potential clients without the need for manual data input.
When a new support ticket is received in your HelpDesk system, it's crucial to track and manage potential leads promptly. With this workflow, you can ensure that each new HelpDesk ticket automatically creates a new lead in your Salesforce system. This enables you to maintain an updated roster of potential clients without the need for manual data input.
- When this happens...New Ticket
Triggers when a new support ticket is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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New Ticket
Triggers when a new support ticket is created.
Try ItTicket Followers Changed
Triggers when followers change in a ticket.
Try ItTicket Priority Changed
Triggers when ticket changes priority.
Try ItTicket Tags Changed
Triggers when tags are changed in a ticket.
Try It
Ticket Assignment Changed
Triggers when ticket changes assignment.
Try ItNew Message in a Ticket
Triggers when there's a new message in a ticket.
Try ItTicket Status Changed
Triggers when ticket changes status.
Try ItRequester emailRequired
Requester name
Ticket subjectRequired
Message textRequired
Requester author
Ticket priority
Assigned team
Private message
Tags
People in the loop
Ticket followers (agents)
Upload transaction ID
