Forum Discussion
paulcole
Nov 14, 2021Copper Contributor
Two Way Communication with Helpdesk/Tickets
Hi All, I am trying to use Teams as a communication hub between our employees and support team. Before you read the below, we use Zapier to automate many functions in our business and below is ba...
paulcole
Nov 21, 2021Copper Contributor
Alternate workflow:
1. Employee action in CRM triggers creation of a new Ticket (via Zapier)
2. New ticket triggers the creation of a New Channel in Teams
3. Channel and Ticket now linked so that two-way communication happens in this channel rather than via email.
1. Employee action in CRM triggers creation of a new Ticket (via Zapier)
2. New ticket triggers the creation of a New Channel in Teams
3. Channel and Ticket now linked so that two-way communication happens in this channel rather than via email.
Probodh
Mar 01, 2023Copper Contributor
paulcole - Please try Zervise. It has full integration between a web based interface and Microsoft Teams and you can use them interchangeably i.e. Employee action can be in web form while tickets are handled in Microsoft Teams. Tickets are also visible in web form as well.
Thanks,
Probodh
Thanks,
Probodh