CRM for Your Ecommerce World

CREATE A CONTACT NOTE IN READYCLOUD USING ZAPIER

Contact note Zaps are useful for customer service and VOIP tracking, where you can set the Zap to automatically amend a customer profile in ReadyCloud with information from a helpdesk ticket, live chat or even a VOIP voicemail.

Follow these simple steps to create these types of Zaps:

1. From the “Make a Zap” menu, choose the Freshdesk app’s option of “New Ticket Note” as your Trigger.

2. For your Action, choose ReadyCloud CRM and “New Contact Note.” Customize it with a Search Step and select the Commenter Email option.

3. This will find the correct customer contact in ReadyCloud. Then, choose “Comment” as the Contact Note content and “Important Ticket” as the subject.

4. Once you name the Zap, you can turn it on and automatically have Freshdesk comments added to customer profiles within ReadyCloud CRM to make that profile even more detailed than it was before.

Need Even More Tips?

Need some more help? We’re here to answer your questions and assist you with getting started. Don’t hesitate to reach out to us via email at: [email protected]. Or you can contact us tollfree at: 877-818-7447. You’ll also find a wealth of videos and how-to guides in our Demos section.

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