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Create Ticket in BoldDesk when New Contact in Salesforce
Update Ticket in BoldDesk when New Contact in Salesforce
Create Contact in BoldDesk when New Contact in Salesforce
Create Contact Group in Bolddesk when New Contact in Salesforce
Create Ticket Note in BoldDesk when New Contact in Salesforce
Create Ticket Reply in BoldDesk when New Contact in Salesforce
Update Contact in Bolddesk when New Contact in Salesforce
Update Contact Group in Bolddesk when New Contact in Salesforce
Create Ticket in BoldDesk when New Lead in Salesforce
Update Ticket in BoldDesk when New Lead in Salesforce
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Creates a new lead in Salesforce.
Creates a new support ticket in BoldDesk.
Updates an existing support ticket with new information.
Create a new contact.
Create a new contact group.
Create note to an existing ticket.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn MoreBoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
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