From a Pipedrive Pro - LeadBooster for Support Tickets 📝

Manuel Oliveira
Manuel Oliveira Admin Posts: 1,057 COMMUNITY MANAGER
First Anniversary 5 Likes First Comment First Answer
edited July 2023 in Sales CRM #1
https://pipedrive.hubs.vidyard.com/watch/CPPXKD6MbfYPdyJJkii1jq?

 

Our Pipedrive pro @Bruna Fondo shares some tips on how you can easily set up LeadBooster to receive support tickets from your website, and be automatically notified whenever a new request comes through in your pipeline.

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Comments

  • Bernd Auer
    Bernd Auer Member Posts: 345
    First Anniversary 5 Likes 5 Up Votes Name Dropper
    edited October 2021 #2

    Thanks a lot! 

    Bruna, you are mentioning the main issue for handling tickets in Pipedrive by the end of the clip. For working properly you would just need a shared inbox. This feature was requested a lot in the community.  A work around: You take one additional license and use this for syncing your support@address. 

    Besides that: The bot, the automations and the specific pipeline are working perfectly. We are doing one thing additonally: We put a label like "open ticket" automatically to the Org and/or the Contact as soon as a "Ticket deal" is open. Just that sales is aware on first sight that there is something going on. And we remove it again if the deal is closed.