Freshdesk integration with Successeve
How to Add new Freshdesk tickets to Salesmachine as new contact events
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Freshdesk tickets to Salesmachine as new contact events" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Successeve integrations
Successeve actions
Nekton can use any feature that is available in Successeve API.
Using our advanced AI, you can easily create custom automations for Successeve.
Here are some typical actions you can do in your automated workflows.
Create Event
Creates a new event.
Update Contact
Update only existing contacts.
Update Account
Update only existing accounts.
About Successeve
Successeve is a customer lifecycle management software that helps companies increase customer conversion, retention, and expansion.