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Frequently Asked Questions about Freshdesk + Teamleader Focus integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshdesk and Teamleader Focus
How can I create a contact in Teamleader Focus when a new ticket is created in Freshdesk?
To create a contact in Teamleader Focus when a new ticket appears in Freshdesk, you'll configure a trigger in Freshdesk for 'New Ticket'. Then, you'll set an action in Teamleader Focus for 'Create Contact'. Match the fields accordingly to ensure the necessary information is passed along.
Can I update a deal in Teamleader Focus if a Freshdesk ticket is closed?
Yes, you can set up a trigger for 'Ticket Closed' in Freshdesk and use the action 'Update Deal' within Teamleader Focus. You'll need to map relevant ticket details to the corresponding deal fields.
Is it possible to add notes to tickets from Teamleader Focus actions?
Currently, our integration setup does not directly support adding notes to tickets from Teamleader Focus actions. However, you may workaround this by including note details within updates that integrate into Freshdesk tickets.
Can I synchronize customer data changes between Freshdesk and Teamleader Focus?
We provide synchronization triggers such as 'Contact Updated' in both Freshdesk and Teamleader Focus. By setting reciprocal triggers and actions (i.e., update contact actions), you can ensure data consistency across both platforms.
What kind of triggers are available for integrating service requests between these platforms?
Available triggers include events like 'New Ticket', 'Updated Ticket', or 'Ticket Closed' from Freshdesk, which can initiate actions such as updating service requests or customer profiles on Teamleader Focus.
How do I handle duplicate data when syncing contacts between these tools?
When configuring your integration, use filtering tools or conditions that we offer to check existing records before creating new entries. This prevents duplicates by leveraging unique identifiers like email addresses.
Are there any limitations on the types of fields that can be mapped between these two systems?
Restrictions generally relate to unsupported field types or mismatched data structures. It's crucial to cross-reference field compatibilities during integration setup to ensure seamless data transfer.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.