Integrating CRM and Helpdesk
Import2 Wizard can help you setup a seamless and predictable integration between your CRM and helpdesk tools. No technical know-how needed.
Why Integrate CRM and Helpdesk?
Your support and sales team share clients - so why should they not share client data? Avoid having your teams work in silos by sharing common data that can help your teams work better.
Insight into how support can affect sales
By syncing support ticket history into your CRM, your sales team can have access to the full picture of your client's relationship with your company.
More personalized support
Sharing critical client details from your CRM into your helpdesk can help support teams triage tickets more effectively and offer more individualized support. Your client's will feel like they're talking to a cohesive team.
Less wasted time searching for key data
Free your support and sales teams from time spent wasted on trying to collect relevant client details to help them do their jobs. Show what is needed, where it is needed, instantly.
What Can be Integrated?
With Import2 Wizard, you can sync just about any data you need, anywhere you need it. Chat with us if you want to learn more or discuss a specific use case you have in mind.
Contact creation
Have every new contact created in your helpdesk synced to your CRM. After all, every person you talk to is a potential client!
Field updates
Share specific client fields from your CRM into your heldpesk. You can specify the exact ones that will serve to help your support team accurately triage and respond to client requests.
Ticket history sync
Sync every client's ticket history from your helpdesk into your CRM. This way, sales can have important, real-time client history for context on hand anytime without changing tools.
Sync with popular CRM, marketing automation, task management, e-commerce and accounting apps