From a Pipedrive Pro - LeadBooster for Support Tickets 📝

Manuel Oliveira
Manuel Oliveira Admin Posts: 1,311 COMMUNITY MANAGER
1000 Comments 250 Likes 25 Answers Third Anniversary
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.

🔔 Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, and follow the Learning topic to never miss out on new tips  🔔

Comments

  • Bernd Auer
    Bernd Auer Member Posts: 348 VERIFIED MEMBER
    Fourth Anniversary 100 Up Votes 100 Comments 25 Likes
    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.

This discussion has been closed.