Use Cases
- Automate ticket data updates from Helpdesk to CRM
- Maintain accurate customer support records in CRM
- Enhance customer relationship management with real-time data
How It Works
Triggers every six hours to fetch recent support tickets Aggregates ticket data by account, counting open and closed tickets Updates CRM with the latest support statistics for each account
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure Helpdesk and CRM authentication credentials
- 3Test the workflow to ensure data is fetched and updated correctly
Apps Used
Helpdesk
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications